Job Description

It’s about supporting people, our people.

Do others describe you as dependable and hardworking? Do you have a knack for paying attention to all the small details? Do you like working in a behind the scenes environment and have a goal-oriented mindset? If so, being an Investments Financial Operations Associate II might be the role 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 an Investments Financial Operations Associate II, you are our quality control. In this role, you will assist in the preparation of financial reporting with the brokerage line of business to maintain and clear chain of communication throughout the department. You will use your effective communication skills and analytical mindset to help with the maintenance of accurate financial records. You welcome a challenge and want to improve financial performance with integrity, caring, and excellence in mind.

What you’ll do:

• Reconcile subsidiary bank accounts
• Sales and incentive tracking
• Assist with accounting preparation for financial reporting
• Help with the maintenance of accurate financial records
• Data entry and analysis
• Provide support to the financial operations team as needed
• Manage projects and provide recommendations to improve financial performance
• Analyze financial data and provide recommendations for strategic decision making
• Always take action using Integrity, caring and Excellence to achieve all-win outcomes

What you’ll need:

• 2+ years of experience in financial operations, financial customer service or related field
• Excellent written and verbal communication skills
• Proficiency in Microsoft computer applications

Additional Preferred Skills:

• Bachelor’s degree in finance, accounting, or related field
• Experience with accounting software

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.