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Banking Support Specialist

2 months ago

Fort Worth, Texas, United States Frost Bank Full time

About the Role

We are seeking a highly organized and detail-oriented individual to support our financial advisors and other employees in providing exceptional banking services to our clients. As a Financial Advisor Assistant, you will play a vital role in ensuring that all interactions between the organization and others are positive and efficient.

Key Responsibilities

  • Provide administrative support to financial advisors and other employees, handling a variety of tasks and ensuring timely completion of tasks and projects.
  • Initiate and follow up on new and closing account transfers to and from other financial institutions, ensuring seamless transactions and customer satisfaction.
  • Assist in the opening and transferring of accounts for new and existing clients, ensuring accurate and efficient processing.
  • Participate in daily workflow of account administration, ensuring that schedules are met and all questions are answered in a timely and professional manner.

What We Offer

We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a comprehensive benefits package, including:

  • Medical, dental, vision, long-term disability, and life insurance
  • 401(k) matching
  • Generous holiday and paid time off schedule
  • Tuition reimbursement
  • Extensive health and wellness programs

About Frost

Frost is a leading banking institution in the United States, dedicated to providing exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. We are committed to being part of something bigger and making a positive impact in our community.