Trust & Fiduciary Advisor II

frostbank; Austin (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) matching

Tuition reimbursement

Health and wellness programs

Employee Assistance Program

Referral bonus program

Job summary

Frost seeks a Trust Advisor II to administer fiduciary accounts and manage client relationships with integrity and excellence. You will ensure compliance with governing documents and regulatory requirements while delivering exceptional client service.

The role requires a Bachelor's degree or JD with 3+ years of trust administration experience, strong communication skills, and proficiency in Microsoft Office.

Qualifications

• Bachelor's degree or JD with 3+ years in trust administration.
• Ability to administer complex fiduciary accounts.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft applications.

Responsibilities

• Review and administer a portfolio of fiduciary accounts per governing documents.
• Manage client relationships and regular contact to understand needs and drive asset re-discovery.
• Profile clients to establish goals, objectives, and risk parameters.
• Ensure compliance with laws, regulations, and internal policies, documenting exceptions.

Skills

Trust administration

Client relationships

Communication skills

Microsoft Office

Education

Bachelor's degree

Juris Doctorate (JD)

Tools

Microsoft Office

Job description

Frost seeks a Trust Advisor II to administer fiduciary accounts and manage client relationships with integrity and excellence. You will ensure compliance with governing documents and regulatory requirements while delivering exceptional client service.

The role requires a Bachelor's degree or JD with 3+ years of trust administration experience, strong communication skills, and proficiency in Microsoft Office.