Trust Advisor II

Frost Bank • Houston, TX

5d

About The Position

The Trust Advisor II administers a portfolio of fiduciary accounts, ensuring that each account operates effectively and in accordance with its governing documents. The role builds and maintains client relationships by understanding client needs, maintaining regular contact, and supporting asset rediscovery while delivering an excellent client experience. The Trust Advisor profiles clients and establishes goals, objectives, and risk parameters, and ensures compliance with applicable laws, regulations, and internal policies.

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 and maintaining regular contact, including meeting with clients and potential clients as appropriate.
• Proactively drive asset rediscovery while delivering an excellent overall client experience.
• Profile clients and establish goals, objectives, and risk parameters.
• Ensure compliance with laws, regulations, and internal policies by tracking updates and appropriately documenting exceptions.
• Act with integrity, caring, and excellence to achieve all-win outcomes.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Long-term disability insurance
• 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