Wealth Advisors Operations Specialist II
Frost Bank · San Antonio
Job Description
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? Are you known for your ability to adapt in everchanging fast paced environments? If so, being a Wealth Advisors Operations Specialist II with Frost could be for you.
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.
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. You believe in trust, integrity, and building relationships with our customers, who span generations.
What you’ll do:
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
Serve as the escalation point for other Wealth Advisors Operations Specialists for complex client issues
Assist clients with standardized information requests. Provide superior customer service to clients by maintaining consistent written and verbal communication
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
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you’ll need:
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
Demonstrated understanding of regulations that govern Trust and Institutional Custody
Excellent written and verbal communication skills
Proficient in Microsoft Office applications
Additional Preferred Skills:
Bachelor’s degree in Accounting, Finance, Marketing, or in a related field
Experience in trust operations
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
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!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.