Financial Advisor Assistant

Frost Bank•San Antonio, TX

1d•Onsite

About The Position

The Financial Advisor Assistant role is designed for organized individuals who enjoy working both independently and as part of a team. This position supports financial advisors and other employees by managing various tasks to ensure positive and efficient interactions between the organization and its clients. The role involves cross-functional collaboration with other departments, building strong relationships within the organization, and prioritizing projects, problem-solving, and meticulous attention to detail. The core of this role is building trust through integrity, care, and excellence in every interaction.

Requirements

Demonstrated customer service skills
Excellent written and verbal communication skills
Proficiency in Microsoft computer applications

Nice To Haves

Active FINRA in Series 7 and Series 63 and 65 or 66 or ability to obtain within 90 days

Responsibilities

Initiate and follow up on new and closing account transfers to and from other institutions to maintain constant and clear communication.
Follow up on solicitations for purchase of mutual funds, stocks, bonds, and other assets to track the execution of different purchases.
Assist Financial Advisor IIs in opening and transferring accounts for new and existing clients to streamline departmental processes and to create an exceptional customer experience.
Participate in the daily workflow of account administration to ensure that schedules are met and all questions are answered.
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes.

Benefits

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

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