Frost Bank
Wealth Advisors Operations Specialist II
Fort Worth, TX - Downtown · Mid
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About the role
- It's about interactions more than transactions.
- Do you love serving others and being a helpful hand regardless of the issue?
- Do people often tell you that you bring them joy just by being you?
Responsibilities
- Open and maintain trust accounts by fulfilling routine requests such as contributions, distributions, and transfers. Ensure that money moves appropriately and that accounts properly reconcile
- Collaborate with others across the organization to coordinate account-related activities and fulfill client needs
- Create and execute daily account activity reports by collating data from multiple systems
- Perform account reviews and maintenance to ensure that accounts are within regulatory and policy guidelines
Requirements
- 2+ years of experience in trust account administration, operations, personal banking account management, or institutional trust and custody account management
- Knowledge of Securities, including an understanding of bonds and dividends
- Are you known for your ability to adapt in everchanging fast paced environments?
Nice to have
- Additional Preferred Skills:
Skills
- Bachelor's degree in Accounting, Finance, Marketing, or in a related field
- Experience in trust operations
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.
- Who you are: As a Wealth Advisors Operations Specialist II, you are the first point of contact for many of our Frost Wealth Advisors' clients, and you set the standard for what it means to care for our customers' accounts.
- As a Wealth Advisors Operations Specialist II, you are the first point of contact for many of our Frost Wealth Advisors' clients, and you set the standard for what it means to care for our customers' accounts.
- You believe in trust, integrity, and building relationships with our customers, who span generations.
- 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.