Investments Financial Operations Associate I - Accounting

Posted 2 Days Ago
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San Antonio, TX
Junior
Fintech
The Role
In this role, you will support financial operations by reconciling accounts, maintaining records, and assisting the team with data analysis.
Summary Generated by Built In

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 I 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 I, 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 income and expense records. You welcome a challenge and want to improve financial performance with integrity, caring, and excellence in mind.

What you’ll do:

  • Reconcile bank and credit card accounts

  • Help with the maintenance of accurate financial records

  • Data entry and analysis

  • Provide support to the financial operations team as needed

  • Always take action using Integrity, caring and Excellence to achieve all-win outcomes

What you’ll need:

  • 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 disability, 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.

Top Skills

Accounting Software
Microsoft Computer Applications
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The Company
San Antonio, TX
3,107 Employees
On-site Workplace

What We Do

At Frost, everything we do is aimed at making customers’ lives better. We do it by creating and delivering great experiences to them every time they interact with us. Through teamwork, collaboration and a commitment from everyone involved, we’ve succeeded in that goal time and time again. And we’re incredibly proud of the results—technology that helps us serve our customers, industry-leading security that inspires confidence and a quick and agile workforce that serves our customers in ways no other bank can.

Frost provides banking, investments and insurance services to businesses and individuals throughout Texas. Founded in 1868, Frost is one of the 50 largest U.S. banks by asset size.

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