Trust Operations Specialist

Frost Bank•San Antonio, TX

About The Position

The Trust Operations Specialist supports trust operations by coordinating tasks that help deliver a seamless trust experience. The role uses attention to detail, organization, and time management to balance reports, validate transactions, maintain accurate trust-system records, and monitor checks disbursed into trust accounts. Specialists are expected to work efficiently and act with integrity, caring, and excellence.

Requirements

  • At least 2 years of financial operations experience or an associate’s degree in a related field.
  • Excellent written and verbal communication skills.
  • Organizational skills.
  • Proficiency in Microsoft applications.

Responsibilities

  • Balance reports and validate transaction totals to verify account reconciliation.
  • Maintain information within trust systems to preserve the accuracy and completeness of records.
  • Monitor checks disbursed into trust accounts to ensure transactions are accurately processed.
  • 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
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