Experienced Financial Advisor Support Specialist
1 week ago
Your role is to empower our team and clients.
Are you recognized for your organizational skills? Do you thrive in both independent and collaborative environments? Is creating daily task lists second nature to you? If so, the position of Senior Financial Advisor Assistant could be a perfect fit for you.
At Frost, we believe in more than just employment; we offer a pathway to a rewarding career where you can excel both personally and professionally. We are dedicated to cultivating a workplace that embodies our core values and inspires our team members to reach their full potential. By joining our dynamic, integrity-focused team, you will contribute to Frost's 155-year legacy of delivering exceptional banking services.
Your Responsibilities:
As a Senior Financial Advisor Assistant, you will provide essential support to financial advisors and other team members by managing a variety of tasks that ensure positive and efficient interactions between the organization and its stakeholders. You will be skilled in prioritizing tasks, resolving issues, and maintaining meticulous attention to detail. Above all, this role is centered on building trust through every interaction, guided by integrity, compassion, and excellence.
Key Duties Include:
- Training Financial Advisor Assistants on daily operations and procedures to maintain high-quality service across the team.
- Monitoring the acquisition of complex mutual funds, stocks, bonds, and other significant assets to oversee the execution and processing of substantial financial transactions.
- Assisting Financial Advisor IIIs in the establishment and transfer of accounts for high-net-worth clients to enhance departmental efficiency and deliver an outstanding customer experience.
- Engaging in the daily workflow of account management to ensure deadlines are met and all inquiries are addressed.
- Consistently acting with Integrity, Caring, and Excellence to achieve mutually beneficial outcomes.
- A minimum of 2 years of administrative experience within the financial services industry.
- Proven ability to represent financial advisors and assist with financial transactions.
- Exceptional written and verbal communication skills.
- Proficiency in Microsoft Office applications.
At Frost, we prioritize your health, family, and future, and our benefits reflect this commitment. Our offerings include:
- Comprehensive medical, dental, and vision insurance, along with long-term and life insurance.
- 401(k) plan with matching contributions.
- Generous holiday and paid time off policies.
- Tuition reimbursement programs.
- Extensive health and wellness initiatives, including our Employee Assistance Program.
- Referral bonus program and additional benefits.
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Austin, Texas, United States Frost Bank Full timePosition Overview Your role is to empower our team. Are you recognized for your organizational skills? Do you thrive in both independent and collaborative environments? Is creating daily task lists second nature to you? If so, the position of Senior Financial Advisor Assistant could be a perfect fit for you. At Frost, we believe in more than just employment;...
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