Trust Advisor I

Job Description

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? If so, being a Trust Advisor I 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 Trust Advisor I with Frost, it’s all about building relationships. You will be responsible for administering a portfolio of basic 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.

What you’ll do :

- Review and administer a portfolio of basic 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
- Ensure compliance with all laws, regulations and internal policies by tracking operative updates and appropriately documenting exceptions
- Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

- Bachelor's degree in a related field OR 4+ years of experience in trust administration, financial services, or legal services
- Familiarity with fiduciary entities and basic tax laws and regulations
- Excellent written and verbal communication skills
- Proficient in Microsoft applications

Additional Preferred Skills :

- CTFA, CFP, or similar professional designation

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.

#LI-DW1