Retirement Services Advisor I

About the role

As a Retirement Services Advisor I, it's all about building relationships. In this role, you are responsible for the overall quality and longevity of our customers' relationships with the bank. Our trust Retirement Services Advisors are adaptable, inquisitive, and driven to succeed. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.

Responsibilities

• Act as the advisor for retirement plan, IRA, and institutional custody clients, focusing on customer engagement
• Proactively schedule and participate in client meetings to ensure their needs are consistently addressed
• Communicate and coordinate with retirement plan sponsors, supporting the preparation of plan investment reviews and assisting with employee education meetings
• Administer assigned Individual Retirement Accounts, meet with clients and investment personnel to establish accounts and define investment objectives, monitor required minimum distributions, and validate 1099-R and 5498 reporting for accuracy
• Act as a point of contact for operational questions and assist with departmental training initiatives
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Requirements

• Bachelor's degree, preferably in Finance or Economics; or equivalent experience
• Excellent written and verbal communication skills
• Proficiency in Microsoft applications

Skills

• Knowledge of Frost's retirement products and services

Benefits

• 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 Employee Assistance Program
• Referral bonus program