Trust Advisor I

Frost • Fort Worth, TX

1d

About The Position

As a Trust Advisor I with Frost, you will administer a portfolio of basic trust accounts, ensuring each account operates effectively. The role focuses on understanding customer needs, building and maintaining client relationships, and delivering an excellent overall client experience with integrity, caring, and excellence.

You will review and administer basic fiduciary accounts in accordance with governing documents, maintain regular contact with clients and potential clients as appropriate, proactively drive asset re-discovery, and ensure compliance with applicable laws, regulations, and internal policies. This includes tracking operative updates and documenting exceptions appropriately.

Requirements

• Bachelor's degree in a related field or 4+ years of experience in trust administration, financial services, or legal services.
• Familiarity with fiduciary entities and basic tax laws and regulations.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft applications.

Nice To Haves

• CTFA, CFP, or a similar professional designation.

Responsibilities

• Review and administer a portfolio of basic fiduciary accounts in accordance with the governing documents.
• Manage client relationships by understanding client needs, maintaining regular contact—including meeting with clients and potential clients as appropriate—and proactively driving asset re-discovery while delivering an excellent client experience.
• Ensure compliance with laws, regulations, and internal policies by tracking operative updates and appropriately documenting exceptions.
• 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