Investments Operations Supervisor - Asset Transfers and Accounting

Frost • San Antonio, TX

1d

About The Position

The Investments Operations Supervisor at Frost Investment Services manages a team of investment operations professionals and serves as a knowledgeable point of escalation for operational questions. The role focuses on accurate and efficient processing of investment transactions, maintaining the integrity of investment data, and supporting team development through guidance and training. The supervisor collaborates across departments and communicates with internal and external stakeholders to resolve issues, while keeping informed about industry developments and regulations to support compliance. The position is guided by Frost’s values of integrity, caring, and excellence.

Requirements

• At least 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 all 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 ensure smooth department operations.
• Stay informed about industry developments and regulations to ensure compliance.
• Take action guided by 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