Trust Administrator (Full Time) - Abilene, Cypress

Prosperity Bancshares
United States
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 3+ yearsEducation: bachelorsSkills: ["Interpersonal ability","Communication","Sound judgment","Confidentiality","Attention to detail"]

Administer Trust Department accounts under the supervision of a Trust Officer, managing day-to-day administration, customer communication, account reviews, and discretionary distribution forms. Coordinate with clients to complete Investment Parameter Statements, monitor cash balances, and handle trade tickets and distribution approvals in the Charlotte Front Office system. Partner with internal teams and third parties (tax advisors and legal counsel) to support trust investments, tax-related activity, and compliance requirements.

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Prosperity Bancshares
Prosperity Bancshares
2 days ago

Trust Administrator (Full Time) - Abilene, Cypress

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Administer Trust Department accounts under the supervision of a Trust Officer, managing day-to-day administration, customer communication, account reviews, and discretionary distribution forms. Coordinate with clients to complete Investment Parameter Statements, monitor cash balances, and handle trade tickets and distribution approvals in the Charlotte Front Office system. Partner with internal teams and third parties (tax advisors and legal counsel) to support trust investments, tax-related activity, and compliance requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Perform day-to-day account administration for assigned trust accounts, including daily operational activity.
  • •Build customer relationships through oral and written communication; meet with current clients and prospects.
  • •Complete monthly account reviews and prepare discretionary distribution forms and supporting memoranda.
  • •Coordinate with clients to complete the Investment Parameter Statement; monitor cash balances to meet customer needs and account activity.
  • •Approve trade tickets and distribution requests in Charlotte Front Office; assist with compliance monitoring and risk management tool usage.

Key Requirements

  • •Bachelor’s degree (B.B.A.) in Accounting or Finance, or equivalent on-the-job training and experience in a relevant field.
  • •Prior experience in trust administration, preferably 3+ years.
  • •In-depth understanding of office procedures and operational activity.
  • •Strong interpersonal ability and oral and written communication skills.
  • •Maintain extreme confidentiality and exercise sound judgment and discretion in client matters.
Experience:3+ yearsTrust administrationTrust operations
Education:Bachelor's in Accounting or Finance
Skills:Interpersonal abilityCommunicationSound judgmentConfidentialityAttention to detail
Tech Stack:WindowsMicrosoft OfficeCharlotte Front OfficeOverdraft ReportDaily Transaction ReportAccount Balance Report

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