Frost Bank

Wealth Advisors Operations Specialist

Frost Bank

Houston, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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.

Where is this job?
This job is located at Houston, TX, USA
Job Qualifications
  • 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

Required Skills
  • Documentation

  • Risk Management

  • Research

  • Training

  • Communication

  • Problem Solving

  • Reporting

  • Compliance

  • Analysis

  • Operations

  • Client Services

  • Relationship-Building

  • Data

  • Portfolio

  • System Maintenance

Soft Skills
  • Communication

  • Decision Making

  • Interpersonal

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • creativity

  • Teamwork

  • Adaptability

Compensation

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.

Additional Information
Frost Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 20th, 2023
Apply BeforeAugust 19th, 2025
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About Frost Bank

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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