Frost Bank
Trust Advisor II
Dallas, TX - Uptown · Mid
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About the role
- Do you consider yourself to be a self-starter?
- Are you known for your attention to detail and exceptional organizational skills?
- Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers?
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 attendings with clients and potential clients as appropriate) and proactively driving asset re-discovery while delivering an excellent overall client experience
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
- Proficiency in Microsoft applications
Nice to have
- Additional Preferred Skills:
Skills
- CTFA, CFP, or similar professional designation
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, 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.
- You know the importance of being there for your customers and fully understanding their needs.
- At Frost, it's about being part of something bigger.
This listing is sourced directly from Frost Bank's careers page and normalized into a canonical job model.