Trust Advisor III

Frost; San Antonio (TX); Vor Ort; USD 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off

Tuition reimbursement

Wellness programs

Employee Assistance Program

Referral bonus

Zusammenfassung

Frost in San Antonio, TX seeks a Trust Advisor III to manage a portfolio of complex fiduciary accounts and build trusted relationships with clients. You will ensure compliance and deliver an excellent client experience.

Join a legacy bank serving Texas businesses and individuals, with opportunities for growth and professional designation support. This role emphasizes integrity, care, and excellence in every interaction.

Qualifikationen

• Bachelor’s degree and 5+ years of trust administration, or JD with 3+ years.
• Experience administering complex fiduciary accounts.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft applications.

Aufgaben

• Review and administer a portfolio of complex fiduciary accounts.
• Manage client relationships with regular contact and meetings.
• Profile clients and establish goals, objectives, and risk parameters.
• Ensure compliance with laws and internal policies.
• Lead and mentor other account administrators.
• Act with integrity, care, and excellence in all actions.

Kenntnisse

Trust administration

Client relationships

Communication

MS Office

Ausbildung

Bachelor's degree

Juris Doctorate (JD)

Tools

Trust accounting systems

CTFA or CFP designation

Jobbeschreibung

Job Description

It’s about being there and building trust.

Do you consider yourself to be a self-starter? Are you known for your attention to detail and exceptional organizational skills? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, being a Trust Advisor III with Frost could be for you.

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.

Who you are:

As a Trust Advisor III with Frost, it’s all about building relationships. You will be responsible for administering a portfolio of complex trust accounts, ensuring that each account operates effectively. You know the importance of being there for your customers and fully understanding their needs. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.

What you’ll do:

• Review and administer a portfolio of complex fiduciary accounts in accordance with the governing documents
• Manage client relationships by fully understanding their needs, maintaining regular client contact (including attendings with clients and potential clients as appropriate) and proactively driving asset re-discovery while delivering an excellent overall experience
• Profile clients and establish goals, objectives, and risk parameters
• Ensure compliance with all laws, regulations and internal policies by tracking operative updates and appropriately documenting exceptions
• Lead and mentor other account administrators, providing guidance, support, and feedback to ensure effective team collaboration and achievement of departmental goals
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

• Bachelor’s degree and 5+ years of trust administration experience, OR Juris Doctorate (JD) from an accredited law school with 3+ years of trust administration experience
• Demonstrated experience administrating complex fiduciary accounts
• Excellent written and verbal communication skills
• Proficiency in Microsoft applications

Additional Preferred Skills :

• Proficiency in trust accounting systems
• CTFA, CFP, or similar professional designation

Our Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) matching
• Generous holiday and paid time off schedule
• Tuition reimbursement
• Extensive health and wellness programs, including our Employee Assistance Program
• Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger.