Private Account Administrator II - Personal Trust

Welcome to Frost Bank, where we are committed to serving our clients with integrity and excellence. We are currently seeking a highly motivated and experienced Private Account Administrator II for our Personal Trust department. As a Private Account Administrator II, you will have the opportunity to work closely with our valued clients and make a meaningful impact on their financial well-being. If you have a passion for providing exceptional service, a strong understanding of trust and estate administration, and the ability to manage complex financial relationships, we encourage you to apply for this exciting opportunity.

1. Provide exceptional customer service to clients by promptly and courteously responding to inquiries and requests.
2. Manage a portfolio of high net worth clients, including trust administration, investment management, and estate planning.
3. Collaborate with internal teams to ensure proper execution of client requests and timely resolution of issues.
4. Develop and maintain strong relationships with clients, understanding their unique financial needs and objectives.
5. Conduct regular reviews of client accounts, proactively identifying opportunities for growth and addressing any potential risks.
6. Prepare and maintain accurate and detailed documentation of all client interactions and transactions.
7. Stay up-to-date with industry trends and regulations related to trust and estate administration.
8. Assist with the development and implementation of new processes and procedures to improve efficiency and effectiveness.
9. Adhere to all compliance and risk management policies and procedures.
10. Act as a mentor and resource for junior team members, providing guidance and support when needed.
11. Collaborate with other departments within the bank to cross-sell products and services to clients.
12. Participate in client meetings and presentations to provide expertise on trust and estate administration.
13. Maintain confidentiality of client information and handle sensitive situations with discretion and professionalism.
14. Continuously strive to enhance the client experience and maintain Frost Bank's reputation for excellence and integrity.
15. Perform other duties and responsibilities as assigned by management.

According to JobzMall, the average salary range for a Private Account Administrator II - Personal Trust in Fort Worth, TX, USA is $71,000 - $94,000 per year. This range can vary depending on factors such as years of experience, education level, and specific job responsibilities. Some individuals in this role may earn more or less than the average depending on their unique qualifications and performance.

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.