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Frost · 2 weeks ago

Private Account Administrator III - Personal Trust

Fort Worth, TX - Downtown

Full-time

Onsite

Senior Level

6+ years exp

Frost Bank is a leading bank in the U.S. committed to providing exceptional banking services. The Private Account Administrator III is responsible for administering a portfolio of trust accounts, managing customer relationships, and ensuring compliance with regulations while mentoring other team members.

Banking

Comp. & Benefits

Responsibilities

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

Qualification

Trust administration experienceComplex fiduciary accountsMicrosoft applicationsTrust accounting systemsCTFACFP designationWritten communicationVerbal communicationOrganizational skillsAttention to detail