Wealth Sales Assistant I

If so, then the Wealth Sales Assistant I role may be right for you! 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. Wealth Sales Assistant I , 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 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. 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 Demonstrated customer service skills Proficiency in Microsoft computer applications Medical, dental, vision, long-term disability, and life insurance 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. S. banks by asset size and is a leader in banking customer satisfaction.