Trust Advisor II

About the role

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. As a Trust Advisor II, you’ll build relationships by administering a portfolio of trust accounts, ensuring each account operates effectively. This role is about building trust through every interaction with integrity, caring, and excellence.

Responsibilities

• Review and administer a portfolio of fiduciary accounts in accordance with the governing documents
• Manage client relationships by fully understanding their needs, maintaining regular client contact, and proactively driving asset re-discovery while delivering an excellent overall client experience
• Profile clients and establish goals, objectives, and risk parameters
• Attend meetings with clients and potential clients as appropriate
• Ensure compliance with all laws, regulations, and internal policies by tracking operative updates and appropriately documenting exceptions
• Take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Requirements

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

Preferred Qualifications

• CTFA, CFP, or similar professional designation

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 an Employee Assistance Program
• Referral bonus program