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Retirement Services Account Administrator II

Frost Bank

in Austin TX / Hybrid

BASIC PURPOSE:

Responsible for the efficient, profitable administration of all but the most complex employee benefit and institutional accounts.

PRINCIPAL ACCOUNTABILITIES:

• Assists in the development, installation and administration of assigned accounts.  Provides day-to-day administrative services, such as processing receipts, disbursements, transfers, loan payments, etc.
• Assists, submits and reviews allocation reports, government reports and compliance tests for all but the most complex accounts.
• Advises all but the most complex accounts, concerning the design and administration of pension, profit sharing and other employee benefit/institutional accounts.
• Keeps abreast of emerging developments, policies and laws concerning employee benefit accounts.
• Participates, under supervision, in development of new business.

It’s about interactions more than transactions.

Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in ever changing, fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, being a Retirement Services Account Administrator II 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 financial services.

Who you are:

As a Retirement Services Account Administrator II, you are key support. You will be responsible for the efficient, profitable administration of all but the most complex employee benefit and institutional accounts. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.

What you’ll do: 

• Assists in the development, installation and administration of assigned accounts.  Provides day-to-day administrative services, such as processing receipts, disbursements, transfers, loan payments, etc.
• Assists, submits and reviews allocation reports, government reports and compliance tests for all but the most complex accounts
• Administration of IRA’s and assigned Custodial Institutional accounts; involves meeting with customers and investment personnel to establish accounts and investment objectives, maintenance of customer relations, bringing in assets, calculation of minimum distributions, performance of cash management, setting up new accounts, initiation of payments, communication with operations and other specialty areas to perform necessary work
• Advise all but the most complex accounts, concerning the design and administration of pension, profit sharing and other retirement services/institutional accounts
• Keep abreast of emerging developments, policies and laws concerning retirement services accounts.
• Participate under supervision, in development of new business
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

• 3+ years retirement services account administration experience
• Excellent written and verbal communication skills
• Proficient in Microsoft computer applications

Additional Preferred Skills:

• Bachelor’s degree in related field

Our Benefits:

• 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!

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

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.

How to Apply

Apply Now

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