Wealth Advisors Operations Specialist II

Frost; San Antonio (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) matching

Generous holiday and paid time off

Tuition reimbursement

Employee wellness programs

Job summary

Frost, a long-standing Texas banking leader, seeks a Wealth Advisors Operations Specialist II to serve as the first contact for clients of Frost Wealth Advisors. You will manage trust accounts, resolve complex issues, and coordinate cross‑team activities with a focus on accuracy and trust.

You will review accounts, prepare daily reports, ensure regulatory compliance, and uphold Frost’s values of integrity, care, and excellence in every client interaction.

Qualifications

• 2+ years in trust account administration, operations, or custody management.
• Knowledge of securities including bonds and dividends.
• Understanding of regulations governing trust and institutional custody.

Responsibilities

• Open and maintain trust accounts and handle routine contributions, distributions, and transfers.
• Serve as escalation point for complex client issues within Wealth Advisors operations.
• Provide timely, accurate information to clients with strong written and verbal communication.
• Coordinate account activities across teams and fulfill client needs.
• Create and review daily account activity reports from multiple systems.
• Conduct account reviews to ensure regulatory and policy compliance.
• Demonstrate integrity, care, and excellence in all interactions.

Skills

Customer service

Communication

Attention to detail

Education

Bachelor’s degree in Accounting/Finance/Marketing or related field

Tools

Microsoft Office

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 II 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 II , 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

• Serve as the escalation point for other Wealth Advisors Operations Specialists for complex client issues

• 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:

• 2+ years of experience in trust account administration, operations, personal banking account management, or institutional trust and custody account management

• Knowledge of Securities, including an understanding of bonds and dividends

• Demonstrated understanding of regulations that govern Trust and Institutional Custody

• 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 trust operations

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.