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. 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.

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 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
• Always 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 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.