
Private Account Administrator
Are you a detail-oriented professional with a strong background in finance? Frost Bank is seeking a dedicated and experienced Private Account Administrator to join our team. As a Private Account Administrator, you will play a crucial role in managing and maintaining our clients' private accounts with a high level of accuracy and confidentiality. We are looking for someone who is passionate about providing exceptional customer service, has excellent organizational skills, and is proficient in financial management. If you meet these qualifications and are looking for a challenging and rewarding career, we invite you to apply for this position at Frost Bank.
- Manage and maintain private accounts for clients with a high level of accuracy and confidentiality.
- Provide exceptional customer service to clients by promptly responding to inquiries and addressing any concerns or issues.
- Ensure all financial transactions and records are accurately documented and maintained in accordance with company policies and procedures.
- Collaborate with other team members to ensure smooth and efficient operations of private accounts.
- Monitor and analyze account activity, identify potential issues, and proactively implement solutions to mitigate risks.
- Communicate with clients to gather necessary information and documentation for account management and compliance purposes.
- Conduct regular audits and reviews to ensure compliance with regulatory requirements and internal guidelines.
- Prepare and present financial reports to clients and senior management as needed.
- Stay updated on industry trends and changes in regulations related to private accounts.
- Maintain a high level of professionalism and confidentiality when handling sensitive client information.
- Train and mentor junior staff members on private account management processes and procedures.
- Collaborate with other departments, such as legal and compliance, to ensure compliance with all relevant regulations and guidelines.
- Continuously seek opportunities to improve processes and enhance the overall client experience.
- Adhere to all company policies and procedures and maintain a strong understanding of the company's mission and values.
- Participate in professional development activities to stay current in the field of finance and private account management.
Bachelor's Degree In Finance, Accounting, Or A Related Field.
Minimum Of 3 Years Experience In Private Banking Or Wealth Management.
Strong Knowledge Of Investment Products And Financial Planning Strategies.
Excellent Communication And Interpersonal Skills To Build And Maintain Client Relationships.
Knowledge Of Regulatory Compliance And Risk Management In The Financial Industry.
Communication Skills
Data Analysis
Budget management
customer service
Relationship Management
Financial Management
Record keeping
Risk assessment
Fraud detection
Compliance monitoring
Investment Strategies
Account Maintenance
Communication
Conflict Resolution
Leadership
Time management
creativity
Teamwork
Active Listening
Adaptability
Problem-Solving
Empathy
According to JobzMall, the average salary range for a Private Account Administrator in Fort Worth, TX, USA is between $70,000 and $90,000 per year. However, this can vary depending on factors such as experience, qualifications, and the specific company or industry the individual works in.
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Frost Bank is a Texas-chartered bank based in San Antonio with 134 branches and 1,300 automated teller machines, all in Texas. It is the primary subsidiary of Cullen/Frost Bankers, Inc., a bank holding company. It is on the list of largest banks in the United States.

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