Private Account Administrator I - Personal Trust

Are you known for your attention to detail and exceptional organizational skills? Do you like working in a behind the scenes environment and have a goal-oriented mindset? Are your ready to facilitate all the moving pieces to help deliver a seamless experience? If so, being a Private Account Administrator I 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 I with Frost, you are our support, by administrating a portfolio of basic trust accounts and investment agencies ensuring that each account operates effectively. More importantly, this role is about building relationships while keeping integrity, caring, and excellence top of mind.

What you’ll do: 

• Review and administer a portfolio of basic trust accounts in accordance with the governing documents

• Manage customer relationships by fully understanding their needs and delivering an excellent experience

• 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 or equivalent experience in trust administration, financial services, or legal services

• Familiarity with trust laws and regulations

• Excellent written and verbal communication skills

• Proficient in Microsoft applications

Additional Preferred Skills:

• CTFA, CFP, or similar professional designation

Our Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:  

• 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!