Private Account Administrator Ii - Personal Trust

Frost

Fort Worth, TX, United States
On-site
Administer trust accounts
Manage customer relationships
Ensure compliance with regulations
You will be responsible for administering a portfolio of trust accounts and investment agencies, ensuring that each account operates effectively

Job Summary

  • You will be responsible for administering a portfolio of trust accounts and investment agencies, ensuring that each account operates effectively.
  • 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 care about your health, your family, and your future and strive to have our benefits reflect that.

Matching Summary

You will be responsible for administering a portfolio of trust accounts and investment agencies, ensuring that each account operates effectively.

Skills & Requirements

Must-have

  • Administer trust accounts
  • Manage customer relationships
  • Ensure compliance with regulations
  • Attention to detail
  • Organizational skills

Nice-to-have

  • Self-starter
  • Adaptable
  • Integrity-driven
  • Caring
  • Excellence

Key Requirements

  • Bachelor's degree in a related field
  • 3+ years of trust administration experience or JD
  • Administer complex fiduciary accounts
  • Excellent written and verbal communication skills
  • Proficient in Microsoft applications

Work Rights

Not specified

Tailored Resume

Cover Letter