Investments Operations Supervisor - Asset Transfers and Accounting

Frost Bank • San Antonio, TX

3d

About The Position

The Investments Operations Supervisor at Frost Investment Services leads a team of investment operations professionals and serves as a knowledgeable point of escalation for operational questions. The role focuses on developing team members with integrity, care, and excellence.

The supervisor ensures investment transactions are processed accurately and efficiently, monitors operational data for trends and potential issues, and works with other departments to align operations with company goals. The role also develops procedures and controls to protect investment data, trains team members, communicates with internal and external stakeholders to resolve issues, and stays informed about industry developments and regulations to support compliance. The position emphasizes taking action with integrity, care, and excellence to achieve all-win outcomes.

Requirements

• 4+ years of experience in investment operations and accounting.
• Excellent organizational skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft applications.

Nice To Haves

• Bachelor’s degree in finance, business, or a related field.

Responsibilities

• Ensure investment transactions are processed accurately and efficiently.
• Monitor and analyze data to identify trends and potential issues in investment operations.
• Collaborate with other departments to align investment operations with overall company goals.
• Develop and implement procedures and controls to maintain the integrity of investment data.
• Provide guidance and training to team members to improve their skills and performance.
• Communicate with internal and external stakeholders to resolve issues and support smooth department operations.
• Stay informed about industry developments and regulations to ensure compliance.
• Lead and develop a team of investment operations professionals, serving as a point of escalation for operational questions.
• 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.
• Health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed