Private Account Administrator I

Frost Bank - Houston, TX

Full-time - Entry Level

Houston, TX

11-50 employees

Credit Intermediation and Related Activities

About the position

The Private Account Administrator I at Frost is responsible for managing a portfolio of basic trust accounts and investment agencies, ensuring effective operation and compliance with relevant laws and internal policies. This role emphasizes building strong customer relationships and delivering exceptional service while upholding the company's values of integrity, caring, and excellence.

Responsibilities

• 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.
• Take action with integrity, caring, and excellence to achieve all-win outcomes.

Requirements

• 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.

Nice-to-haves

• 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