Trust Advisor II
$15–$15 year
On-siteFort Worth, Texas, United States
Job Summary
Review and administer a portfolio of fiduciary accounts in accordance with governing documents while managing client relationships through regular contact and proactive asset re-discovery. Profile clients to establish goals, objectives, and risk parameters, ensuring compliance with all laws, regulations, and internal policies by tracking operative updates and documenting exceptions. This role requires a Bachelor's degree or Juris Doctorate and 3+ years of trust administration experience, with a focus on integrity, caring, and excellence. Join Frost's adaptable, integrity-driven team as part of a 150-year legacy of providing unparalleled banking services to businesses and individuals throughout Texas.
Required Qualifications
- Bachelor's degree
- 3+ years of trust administration experience
- 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
Desired Qualifications
- CTFA, CFP, or similar professional designation
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