Wealth Advisors Operations Specialist I

Frost; Austin (TX); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) matching

Paid time off

Tuition reimbursement

Employee wellness programs

Referral bonus

Job summary

Frost Wealth Management is seeking an Operations Specialist I to be the first point of contact for Wealth Advisors’ clients and to set the standard for care in handling accounts. You will manage trust accounts, respond to client inquiries, and coordinate across teams to meet client needs.

Ideal candidates bring strong written and verbal communication, proficiency in Microsoft Office, and a Bachelor’s degree in accounting, finance, marketing, or a related field.

Qualifications

• Excellent written and verbal communication skills.
• Proficient in Microsoft Office applications.
• Bachelor’s degree in Accounting, Finance, Marketing, or related field.
• Experience in institutional trust, retirement services, or custody account administration.

Responsibilities

• Open and maintain trust accounts by fulfilling routine requests such as contributions, distributions, and transfers.
• Assist clients with standardized information requests and provide superior customer service.
• Collaborate with others across the organization to coordinate account-related activities and fulfill client needs.
• Create and execute daily account activity reports by collating data from multiple systems.
• Perform account reviews and maintenance to ensure compliance with regulatory and policy guidelines.
• Act with integrity, caring, and excellence to achieve optimal outcomes.

Skills

Excellent written and verbal comms

Microsoft Office applications

Education

Bachelor's degree in Accounting, Finance, Marketing, or related field

Job description

Job Description

It’s about interactions more than transactions.

Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you bring them joy just by being you? Are you known for your ability to adapt in everchanging fast paced environments? If so, being a Wealth Advisors Operations Specialist I 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 Wealth Advisors Operations Specialist I, you are the first point of contact for many of our Frost Wealth Advisors’ clients, and you set the standard for what it means to care for our customers’ accounts. You believe in trust, integrity, and building relationships with our customers, who span generations.

What You’ll Do

• Open and maintain trust accounts by fulfilling routine requests such as contributions, distributions, and transfers. Ensure that money moves appropriately and that accounts properly reconcile
• Assist clients with standardized information requests. Provide superior customer service to clients by maintaining consistent written and verbal communication
• Collaborate with others across the organization to coordinate account-related activities and fulfill client needs
• Create and execute daily account activity reports by collating data from multiple systems
• Perform account reviews and maintenance to ensure that accounts are within regulatory and policy guidelines
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What You’ll Need

• Excellent written and verbal communication skills
• Proficient in Microsoft Office applications

Additional Preferred Skills

• Bachelor’s degree in Accounting, Finance, Marketing, or in a related field
• Experience in institutional trust, retirement services, or custody account administration

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.