Frost ยท 2 months ago
Private Account Administrator II - Personal Trust
Fort Worth, TX - Downtown
Full-time
Onsite
Mid Level
3+ years expFrost Bank is a leading banking institution dedicated to providing exceptional services to businesses and individuals. As a Private Account Administrator II, you will be responsible for administering trust accounts and managing customer relationships, ensuring compliance and delivering an excellent experience.
Banking
Responsibilities
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
Qualification
Required
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
Preferred
CTFA, CFP, or similar professional designation
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!
Company
Frost
Frost provides banking, investments, and insurance services to businesses and individuals throughout Texas.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Phillip Green
Chairman and Chief Executive Officer
Patrick Frost
President
Recent News
2025-11-25
2025-11-03
PR Newswire
2025-10-31
Company data provided by crunchbase