Trust Securities Operations Team Leader - Asset Acquisition

Posted:
10/31/2024, 5:00:00 PM

Location(s):
Texas, United States ⋅ San Antonio, Texas, United States

Experience Level(s):
Junior

Field(s):
Operations & Logistics

Job Description

It’s about being there and building trust.

Are you known for your attention to detail and exceptional organizational skills? Do you like working in a behind the scenes environment and have a goal-oriented mindset? Are your ready to facilitate all the moving pieces to help deliver a seamless experience? If so, being a Trust Securities Operations Team Leader with Frost could be 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 over 150-year legacy of providing unparalleled banking services.

Who you are:

As a Trust Securities Operations Team Leader - Asset Acquisition with Frost, you are our leader, assisting our Trust Securities Operations Supervisor and overseeing daily activities of the Trust Securities Operations personnel. In this role, you will use your meticulous mind-set and time management skills to cross train, team members, control, and audit activities.  More than that, this role is about providing top-quality service and doing it with integrity, caring, and excellence.

What you’ll do: 

  • Perform daily trading and/or processing duties
  • Assist personnel, administrators, internal/external investment managers, affiliate banks, brokers, agents, and depositories with issues that arise
  • Train new employees and coordinate cross-training efforts
  • Approve general ledger and bank wires submitted by Trust Securities Operations Specialists
  • Coordinate and monitor daily workflow and coverage of personnel to ensure timely and efficient completion of tasks
  • Develop and document processes and procedures necessary to handle new and existing business
  • Participate in the implementation of new area controls, system enhancements, and conversions
  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

  • Bachelor's degree in related field or equivalent experience or equivalent combination of education and experience
  • 2+ years experience in an operations environment, preferably within the financial industry
  • Knowledge and understanding of securities
  • Strong technical skills
  • Strong organizational skills
  • Strong leadership skills
  • Proficient in Microsoft computer applications

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, 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.