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Frost · 13 hours ago

Financial Advisor Assistant - Investment Services

Fort Worth, TX

Full-time

Onsite

New Grad, Entry Level

Frost is a well-established banking institution dedicated to providing exceptional banking, investment, and insurance services. The Financial Advisor Assistant role involves supporting financial advisors by managing account transfers, tracking asset purchases, and ensuring a positive customer experience through effective communication and attention to detail.

Banking

Comp. & Benefits

Responsibilities

Initiate and follow up on new and closing account transfers to and from other institutions to maintain constant and clear communication

Follow up on solicitations for purchase of mutual funds, stocks, bonds, and other assets to track the execution of different purchases

Assist Financial Advisor IIs in opening and transferring accounts for new and existing clients to streamline departmental processes and to create an exceptional customer experience

Participate in daily workflow of account administration to ensure that schedules are met and all questions are answered

Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Qualification

Customer service skillsWritten communicationVerbal communicationMicrosoft applicationsFINRA Series 7FINRA Series 63FINRA Series 65CaringExcellenceAttention to detailProblem-solvingTeamworkIntegrity