Trust Administrator (Full Time) - Victoria

Prosperity Bancshares
Victoria
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 2-4 yearsEducation: bachelorsSkills: ["Communication","Organizational skills","Ability to prioritize","Ability to manage deadlines","Confidentiality"]

Administer employee benefit trust accounts for retirement plans, partnering with the Trust Employee Benefits Officer to ensure ERISA/IRS/DOL compliance and accurate reporting. Build relationships with plan sponsors, advisors, and internal partners while supporting enrollment education, nondiscrimination testing, Form 5500 review, disclosures, and audit readiness. Monitor and maintain plan documentation, coordinate terminated employee balance distributions, and support Safe Harbor Fee Disclosure plan reporting deadlines.

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Prosperity Bancshares
Prosperity Bancshares
2 days ago

Trust Administrator (Full Time) - Victoria

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Last checked: 3 hours agoStatus: Live

Job Summary

Administer employee benefit trust accounts for retirement plans, partnering with the Trust Employee Benefits Officer to ensure ERISA/IRS/DOL compliance and accurate reporting. Build relationships with plan sponsors, advisors, and internal partners while supporting enrollment education, nondiscrimination testing, Form 5500 review, disclosures, and audit readiness. Monitor and maintain plan documentation, coordinate terminated employee balance distributions, and support Safe Harbor Fee Disclosure plan reporting deadlines.
Location: Victoria
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Support administration and oversight of employee benefit trust accounts in line with governing documents, regulations, and fiduciary standards.
  • •Communicate regularly with plan sponsors, assist with annual enrollment and education meetings, and respond to client and internal inquiries about plan activity and trust balances.
  • •Support annual compliance activities including nondiscrimination testing, Form 5500 review, required disclosures, and monitoring plan documentation for ERISA/IRS/DOL compliance.
  • •Participate in audits and ensure timely responses to audit requests.
  • •Coordinate plan reporting deadlines (including Safe Harbor Fee Disclosure notices) and work with plan sponsors on terminated employee balance distributions and potential audit triggers.

Key Requirements

  • •Bachelor’s degree in Accounting, Finance, Business Administration, Law, or related field (preferred).
  • •2-4 years of experience in 401(k) plan administration, trust administration, or retirement services is a plus.
  • •Understanding of ERISA, Department of Labor, and IRS regulations for employee benefit plans.
  • •Solid understanding of qualified retirement plans, trust accounting, and ERISA compliance.
  • •Proficiency with Microsoft Excel and accounting/reporting tools, plus strong communication and organizational skills.
Experience:2-4 years
Education:Bachelor's
Skills:CommunicationOrganizational skillsAbility to prioritizeAbility to manage deadlinesConfidentiality
Certifications:CTFACEBS
Tech Stack:ERISADepartment of LaborIRS401(k)Trust accountingMicrosoft ExcelReliusAscensusFISEPIC

Company Brief

Prosperity Bancshares
Operates Prosperity Bank, a Texas-based regional banking franchise offering commercial and consumer banking services, lending, treasury management, and wealth-related solutions through a network of branches across Texas and Oklahoma.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Houston, United States
Founded: 1983
WebsiteLinkedIn