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Frost · 2 days ago

Financial Advisor Assistant - Investment Services

Fort Worth, TX - Clearfork

Full-time

Onsite

New Grad, Entry Level

Frost Investment Services is a reputable banking institution with a legacy of providing exceptional services. They are seeking a Financial Advisor Assistant to support financial advisors and ensure positive interactions with clients while managing various administrative tasks.

Banking

Comp. & Benefits

Responsibilities

Initiate and follow up on new and closing account transfers to and from other institutions to maintain constant and clear communication

Follow up on solicitations for purchase of mutual funds, stocks, bonds, and other assets to track the execution of different purchases

Assist Financial Advisor IIs in opening and transferring accounts for new and existing clients to streamline departmental processes and to create an exceptional customer experience

Participate in daily workflow of account administration to ensure that schedules are met and all questions are answered

Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes