Trust Advisor II

Frost • Houston, TX

6d

About The Position

The Trust Advisor II administers a portfolio of fiduciary accounts, ensuring each account operates effectively and in accordance with its governing documents. The role focuses on building and maintaining client relationships by understanding clients’ needs, maintaining regular contact, attending meetings with clients and potential clients as appropriate, and proactively driving asset re-discovery. The Trust Advisor profiles clients and establishes goals, objectives, and risk parameters, while ensuring compliance with applicable laws, regulations, and internal policies. The position is expected to act with integrity, caring, and excellence.

Requirements

• Bachelor's degree and at least 3 years of trust administration experience, or a Juris Doctorate (JD) from an accredited law school.
• Demonstrated ability to administer complex fiduciary accounts.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft applications.

Nice To Haves

• CTFA, CFP, or similar professional designation.

Responsibilities

• Review and administer a portfolio of fiduciary accounts in accordance with governing documents.
• Manage client relationships by understanding client needs, maintaining regular contact, attending meetings with clients and potential clients as appropriate, and proactively driving asset re-discovery.
• Deliver an excellent overall client experience.
• Profile clients and establish goals, objectives, and risk parameters.
• 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, 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: Mid Level