Frostbank
Fort Worth, Texas
Wealth Sales Assistant I - Investment Services
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Apply to Wealth Sales Assistant I - Investment Services at FrostbankJob details
- Location
- Fort Worth, Texas
- Work type
- Onsite
- Posted
- 2 weeks ago
- Apply on
- frostbank.wd5.myworkdayjobs.com
About this role
Provide administrative support to financial advisors, initiate and follow up on account transfers and transactions, maintain account administration and client mailing data, and demonstrate strong customer service and Microsoft application skills.
What you'll do at Frostbank:
- initiating transfers
- monitoring transactions
- maintaining records
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