Retirement Services Advisor I

Frost • Austin, TX

3d

About The Position

The Retirement Services Advisor I builds and maintains strong customer relationships and is responsible for the overall quality and longevity of those relationships with the bank. The role advises retirement plan, IRA, and institutional custody clients, focusing on customer engagement and providing service with integrity, caring, and excellence.

Requirements

• Bachelor's degree, preferably in Finance or Economics, or equivalent experience.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft applications.

Nice To Haves

• Knowledge of Frost’s retirement products and services.

Responsibilities

• Act as the advisor for retirement plan, IRA, and institutional custody clients, focusing on customer engagement.
• Proactively schedule and participate in client meetings to ensure their needs are consistently addressed.
• Communicate and coordinate with retirement plan sponsors, support preparation of plan investment reviews, and assist with employee education meetings.
• Administer assigned Individual Retirement Accounts; meet with clients and investment personnel to establish accounts and define investment objectives; monitor required minimum distributions; and validate 1099-R and 5498 reporting for accuracy.
• Serve as a point of contact for operational questions and assist with departmental training initiatives.
• Take action using Integrity, Caring, and Excellence to achieve all-win outcomes.

Benefits

• Medical, dental, and vision insurance.
• 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: Entry Level