Private Account Administrator Iii - Personal Trust

Frost

Not specified; not specified; medical, dental, vis...
Bachelor's degree in related field
6+ years trust administration experience
Complex fiduciary account administration
The role focuses on administering a portfolio of complex trust accounts and investment agencies while ensuring effective operations

Job Summary

  • The role focuses on administering a portfolio of complex trust accounts and investment agencies while ensuring effective operations.
  • Employees are expected to build trust through every interaction by understanding customer needs and delivering an excellent experience.
  • The company offers comprehensive benefits including medical, dental, vision, 401(k) matching, and tuition reimbursement.

Matching Summary

The role focuses on administering a portfolio of complex trust accounts and investment agencies while ensuring effective operations.

Salary

Not specified; Not specified; Medical, dental, vision, long-term disability, life insurance, 401(k) matching, PTO, tuition reimbursement

Skills & Requirements

Must-have

  • Bachelor's degree in related field
  • 6+ years trust administration experience
  • Complex fiduciary account administration

Nice-to-have

  • JD with 3+ years experience
  • CTFA or CFP professional designation
  • Proficiency in trust accounting systems

Key Requirements

  • Bachelor's degree required
  • 6+ years trust administration experience
  • Juris Doctorate with 3+ years experience as alternative

Work Rights

Not specified

Tailored Resume

Cover Letter