Private Account Administrator III

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Job Description

It’s about being there and building trust.

Job Description

It’s about being there and building 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 you ready to facilitate all the moving pieces to help deliver a seamless experience? If so, being a Private Account Administrator III 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 III with Frost, you are our support. You will be responsible for administering a portfolio of complex 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 complex 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
• Create, design, and educate on complex estate planning techniques
• Ensure compliance with all laws, regulations and internal policies
• Lead and mentor other account administrators, providing guidance, support, and feedback to ensure effective team collaboration and achievement of departmental goals
• Always take action with Integrity, Caring and Excellence to achieve all-win outcomes

What You’ll Need

• Bachelor's degree in a related field
• 6+ years of trust administration experience, or a Juris Doctorate (JD) from an accredited law school with 3+ years of trust administration experience
• Demonstrated experience administrating complex fiduciary accounts
• Excellent written and verbal communication skills
• Proficient in Microsoft applications

Additional Preferred Skills

• Proficiency in trust accounting systems
• 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!

Since 1868, Frost has dedicated their 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 iority level

• Seniority level
  
  Mid-Senior level

Employment type

• Employment type
  
  Full-time

Job function

• Job function Other

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