Frost
Private Account Administrator II - Personal Trust
Frost, Fort Worth, Texas, United States, 76102
Private Account Administrator II - Personal Trust
It’s about being there and building trust.
Do you consider yourself a self‑starter? Are you known for your attention to detail and exceptional organizational skills? Are you ready to facilitate all the moving pieces to help deliver a seamless experience? Are you willing to step outside your comfort zone in order to provide next‑level products, services, and opportunities to our customers? If so, being a Private Account Administrator II with Frost could be for you.
At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity‑driven team, you’ll become part of Frost’s over 150‑year legacy of providing unparalleled banking services.
Who You Are As a Private Account Administrator II with Frost, it’s all about building relationships. You will be responsible for administering a portfolio of trust accounts and investment agencies, ensuring that each account operates effectively. You know the importance of being there for your customers and fully understanding their needs. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
What You’ll Do
Review and administer a portfolio of trust accounts in accordance with the governing documents
Manage customer relationships by fully understanding their needs and delivering an excellent experience
Profile clients and establish goals, objectives, and risk parameters
Ensure compliance with all laws, regulations and internal policies
Always take action with Integrity, Caring and Excellence to achieve all‑win outcomes
What You’ll Need
Bachelor’s degree in a related field
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
Proficient in Microsoft applications
Additional Preferred Skills
CTFA, CFP, or similar professional designation
Our Benefits
Medical, dental, vision, long‑term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated its expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.
#J-18808-Ljbffr
Do you consider yourself a self‑starter? Are you known for your attention to detail and exceptional organizational skills? Are you ready to facilitate all the moving pieces to help deliver a seamless experience? Are you willing to step outside your comfort zone in order to provide next‑level products, services, and opportunities to our customers? If so, being a Private Account Administrator II with Frost could be for you.
At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity‑driven team, you’ll become part of Frost’s over 150‑year legacy of providing unparalleled banking services.
Who You Are As a Private Account Administrator II with Frost, it’s all about building relationships. You will be responsible for administering a portfolio of trust accounts and investment agencies, ensuring that each account operates effectively. You know the importance of being there for your customers and fully understanding their needs. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
What You’ll Do
Review and administer a portfolio of trust accounts in accordance with the governing documents
Manage customer relationships by fully understanding their needs and delivering an excellent experience
Profile clients and establish goals, objectives, and risk parameters
Ensure compliance with all laws, regulations and internal policies
Always take action with Integrity, Caring and Excellence to achieve all‑win outcomes
What You’ll Need
Bachelor’s degree in a related field
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
Proficient in Microsoft applications
Additional Preferred Skills
CTFA, CFP, or similar professional designation
Our Benefits
Medical, dental, vision, long‑term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated its expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.
#J-18808-Ljbffr