
Wealth Advisors Operations Specialist
Frost Bank is searching for an enthusiastic and highly motivated Wealth Advisors Operations Specialist to join our outstanding team. We are looking for a professional with excellent organizational and communication skills to provide operational support for our wealth advisors. This is an ideal opportunity for someone who is eager to learn and grow in a fast-paced, customer-centric environment.To be successful in this role, you must have a Bachelor’s degree in Finance, Accounting, or related field, as well as at least two years of financial services experience. Knowledge of investments and trust operations is required, as well as excellent written and verbal communication skills. You must have strong problem-solving skills and the ability to work independently. You must also be organized, detail-oriented, and possess a high level of professionalism.If you have the qualifications, drive, and passion to join our dynamic team, we look forward to receiving your application.
Strong organizational skills
Excellent Communication Skills
Problem-Solving Ability
Proficiency In Microsoft Office Suite
Ability To Multi-Task
Customer Service Experience
Knowledge Of Investments And Financial Products
Understanding Of Compliance Regulations
Documentation
Risk Management
Research
Training
Communication
Problem Solving
Reporting
Compliance
Analysis
Operations
Client Services
Relationship-Building
Data
Portfolio
System Maintenance
Communication
Decision Making
Interpersonal
Leadership
Negotiation
Problem Solving
Time management
creativity
Teamwork
Adaptability
According to JobzMall, the average salary range for a Wealth Advisors Operations Specialist in Houston, TX, USA is $41,000 to $67,000. This range is based on salaries reported by existing Wealth Advisors Operations Specialists in the Houston, TX, USA area.
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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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