Investments Financial Operations Associate II

Frost • San Antonio, TX

2d

About The Position

It’s about supporting people, our people. Do others describe you as dependable and hardworking? Do you have a knack for paying attention to all the small details? Do you like working in a behind the scenes environment and have a goal-oriented mindset? If so, being an Investments Financial Operations Associate II might be the role 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 an Investments Financial Operations Associate II, you are our quality control. In this role, you will assist in the preparation of financial statements and reports with the brokerage line of business to maintain and clear chain of communication throughout the department. You will use your effective communication skills and analytical mindset to help with the maintenance of accurate financial records. You welcome a challenge and want to improve financial performance with integrity, caring, and excellence in mind.

Requirements

• 2+ years of experience in financial operations, financial customer service or related field
• Excellent written and verbal communication skills
• Proficiency in Microsoft computer applications

Nice To Haves

• Bachelor’s degree in finance, accounting, or related field
• Experience with accounting software, such as QuickBooks

Responsibilities

• Handle money movement and asset transfers efficiently and securely
• Help with the maintenance of accurate financial transaction records
• Data entry and analysis
• Provide support to the financial operations team as needed
• Manage projects and provide recommendations to improve financial performance
• Analyze financial data and provide recommendations for strategic decision making
• 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 + more!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees