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. Joining our adaptable, integrity-driven team means becoming part of Frost’s over 150-year legacy of providing unparalleled banking services.

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 (including attending meetings with clients and potential clients as appropriate), and proactively driving asset re-discovery while delivering an excellent overall client experience
• Profile clients and establish goals, objectives, and risk parameters
• Ensure compliance with all laws, regulations, and internal policies by tracking operative updates and appropriately documenting exceptions
• Avoid taking action without considering 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 Skills

• 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 our Employee Assistance Program
• Referral bonus program + more!

Pay

Details on pay are not specified in the job description.

Schedule

Details on the schedule are not specified in the job description.