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Experienced Financial Advisor Support Specialist

2 months ago

Austin, Texas, United States Frost Bank Full time
Position 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; we are dedicated to cultivating a fulfilling career that allows you to excel both professionally and personally. Our commitment to nurturing a workplace that embodies our core values ensures that every team member can reach their highest potential. By joining our flexible and 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 promote positive and efficient interactions within the organization. Your ability to prioritize tasks, resolve issues, and maintain meticulous attention to detail is crucial. Above all, this role emphasizes the importance of building trust through every interaction, embodying integrity, care, and excellence.

Key Duties:
  • Mentor Financial Advisor Assistants in daily operations and protocols to ensure high-quality service across the team.
  • Monitor the acquisition of complex mutual funds, stocks, bonds, and other significant assets to oversee the execution and processing of substantial financial transactions.
  • Assist Financial Advisor IIIs in the initiation and transfer of accounts for high-net-worth clients, streamlining departmental processes to enhance customer experiences.
  • Engage in the daily workflow of account management to ensure schedules are adhered to and all inquiries are addressed.
  • Consistently act with Integrity, Caring, and Excellence to achieve mutually beneficial outcomes.
Qualifications:
  • Minimum of 2 years of administrative experience within the financial industry.
  • Proven ability to represent financial advisors and assist with financial transactions.
  • Exceptional written and verbal communication skills.
  • Proficiency in Microsoft Office applications.
Our Benefits:

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) matching program.
  • Generous holiday and paid time off policy.
  • Tuition reimbursement opportunities.
  • Extensive health and wellness initiatives, including our Employee Assistance Program.
  • Referral bonus program and more.
Since 1868, Frost has been dedicated to providing outstanding banking, investment, and insurance services to businesses and individuals throughout Texas. As one of the 50 largest U.S. banks by asset size, Frost is recognized for its commitment to customer satisfaction. At Frost, you are part of something greater.