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Trust Retirement Services Regional Supervisor

Company: Frost
Location: Corpus Christi
Posted on: May 3, 2021

Job Description:

Current Frost employees must apply using the Careers application in Workday (not thru this site)

Job Description

As a Trust Retirement Services Regional Supervisor with Frost, you will be responsible for overseeing Trust Retirement Services activities for a large geographic region. Responsibilities will include managing a team of Trust Retirement personnel, ensuring that account administration activities are performed correctly and efficiently, monitoring and assigning account workloads for the area, administering a portfolio of Retirement Trust accounts, and managing the Trust Retirement Services sales process for the region. You will ensure the Frost Message is delivered to all potential customers, develop and monitor the annual and monthly Trust Retirement budget for the region, and serve on the Trust Officers' Acceptance Committee and the Trust Fees and Acceptance Committee if appointed.

Required:

  • 5+ years of experience in Retirement Plan Administration
  • Bachelor's degree, preferably in Finance, Accounting, or a related field

Preferred:

  • Chartered Retirement Plans Specialist (CRPS), Certified Retirement Services Professional (CRSP), Certified Retirement Plan Professional (CRPP), and Qualified 401(k) Administrator (QKA) designations
  • Management experience

Keywords: Frost, Corpus Christi , Trust Retirement Services Regional Supervisor, Other , Corpus Christi, Texas

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