Wealth Sales Assistant I - Investment Services

Wealth Sales Assistant I

It's about supporting people, our people.

Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Wealth Sales Assistant I role may be right for you!

At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's 155-year legacy of providing unparalleled banking services.

Who you are:

As a Wealth Sales Assistant I, you provide support to financial advisors and other employees by handling a variety of tasks to ensure that all interactions between the organization and others are positive and efficient. You enjoy working cross-functionally with other lines of business in the organization, and you take this as an opportunity to build long lasting relationships with all individuals. You have the ability to prioritize projects, resolve problems, and pay attention to detail. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.

What you'll do:

• Initiate and follow up on new and closing account transfers to and from other institutions to maintain constant and clear communications
• Follow up on purchases and transfers of mutual funds, stocks, bonds, and other assets to track the execution and processing of different financial transactions
• Participate in daily workflow of account administration, including monitoring and updating cost basis information and investment reviews, to ensure that schedules are met and all questions are answered
• Maintain a database of client mailing information to assist in disbursements of correspondence, such as invitations, newsletters, etc.
• Organize and maintain proper inventory of office supplies and wealth management literature
• Help maintain client relationships
• Always take action using integrity, caring, and excellence to achieve all-win outcomes

What you'll need:

• Demonstrated customer service skills
• Excellent written and verbal communication skills
• Proficiency in Microsoft computer applications

Additional Preferred Skills:

• Have an active FINRA in Series 7 and Series 63 and 65 or 66 or ability to obtain within 90 days

Our Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:

• 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, including our Employee Assistance Program
• Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.