Frostbank

Frostbank

Trust Advisor III

Fort Worth, TX - Downtown · Mid

Sponsorship not specifiedDetected 19 days ago
AccountingCommunicationCollaborationAdaptabilityOrganizational Skills

About the role

  • Do you consider yourself to be a self-starter?
  • Are you known for your attention to detail and exceptional organizational skills?
  • If so, being a Trust Advisor III with Frost could be for you.

Responsibilities

  • Review and administer a portfolio of complex fiduciary accounts in accordance with the governing documents
  • Manage client relationships by fully understanding their needs, maintaining regular client contact (including attendings with clients and potential clients as appropriate) and proactively driving asset re-discovery while delivering an excellent overall experience
  • Lead and mentor other account administrators, providing guidance, support, and feedback to ensure effective team collaboration and achievement of departmental goals

Requirements

  • Bachelor's degree and 5+ years of trust administration experience, OR Juris Doctorate (JD) from an accredited law school with 3+ years of trust administration experience
  • Proficiency in Microsoft applications

Nice to have

  • Additional Preferred Skills:

Skills

  • Proficiency in trust accounting systems
  • CTFA, CFP, or similar professional designation
  • It's about being there and building trust.
  • At Frost, it's about more than a job.

Benefits

  • Medical, dental, vision, long-term disability, and life insurance
  • Generous holiday and paid time off schedule
  • Tuition reimbursement
  • Extensive health and wellness programs, including our Employee Assistance Program
  • Referral bonus program + more!
  • At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that.

Company info

  • At Frost, it's about being part of something bigger.
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This listing is sourced directly from Frostbank's careers page and normalized into a canonical job model.