Wealth Advisors Regional Operations Coordinator

Wealth Advisors Regional Operations Coordinator

It's about interactions more than transactions.

Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Do you enjoy working with others and effectively communicating? If so, the Wealth Advisors Regional Operations Coordinator position could be your calling.

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're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.

As a Wealth Advisors Regional Operations Coordinator with Frost, you are our account liaison. You will monitor the entire life cycle of account information including account opening, account information maintenance, and account closing for a large region. You are energized by collaboration and will have the opportunity to working directly with various internal subject matter experts to solve complex client service issues.

More than that, this role is about providing top-quality service and doing it with integrity, caring, and excellence in mind.

What you'll do:

• Support training of Wealth Advisors on various systems, procedures and familiarity with bank policy while checking back their daily work
• Work with other departments to create solutions to complex client service issues
• Enact controls to protect customer and bank assets, ensure confidentiality of customer and bank information, and ensure compliance with Frost standards and governmental laws and policies
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you'll need:

• 3+ years of financial experience, preferably in Administration or Operations
• Demonstrated experience solving complex financial problems
• Excellent critical thinking ability
• General banking knowledge
• Excellent written and verbal communication skills
• Proficient in Microsoft computer applications

Additional Preferred Skills:

• Demonstrated experience with Global Wealth Enterprise Solution
• Demonstrated experience with SharePoint
• Knowledge of Trust Securities

Our 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 + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.