Trust Advisor III

It’s about being there and building trust. 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?

About Frostbank

• If so, being a Trust Advisor III 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.
• As a Trust Advisor III with Frost, it’s all about building relationships.
• 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.

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
• 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
• Lead and mentor other account administrators, providing guidance, support, and feedback to ensure effective team collaboration and achievement of departmental goals
• Always take action using
• Integrity, Caring, and Excellence to achieve all-win outcomes

Requirements

• You will be responsible for administering a portfolio of complex trust accounts, ensuring that each account operates effectively.
• You know the importance of being there for your customers and fully understanding their needs.
• Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
• 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
• Demonstrated experience administrating complex fiduciary accounts
• Excellent written and verbal communication skills
• Proficiency in Microsoft applications

Preferred

• Proficiency in trust accounting systems CTFA, CFP, or similar professional designation

Benefits

• At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that.
• 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!