Prosperity Bank

Trust Administrator

Prosperity Bank

full-time

Posted on:

Location Type: Office

Location: Corpus Christi • Texas • United States

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About the role

  • Works under the supervision of the Trust Officer in the administration of Trust Department accounts.
  • Build customer relationships through communication, both oral and written.
  • Handle the day-to-day account administration.
  • Complete account reviews on accounts that are assigned.
  • Prepare discretionary distribution forms.
  • Monitor cash balances in accounts to cover cash needs of the customer as well as for account activity including payment of income taxes and other expenses related to the account.
  • Responsible for coordinating with the Trust Administrative Assistant to handle accounts payable and receivable transactions.
  • Interact with the Trust Real Estate and Oil & Gas division to ensure that communication is handled properly.
  • Proactively anticipate client needs to provide a high level of service.
  • Work quickly to resolve client issues.
  • Complete monthly account reviews for accounts assigned.
  • Train/coach the Administrative Assistant on daily administrative requirements.

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.
  • Strong interpersonal ability as well as oral and written communication skills.
  • Sound judgment and discretion in making well-reasoned decisions.
  • Must be able to maintain extreme confidentiality in dealing with client matters.
  • Extensive background in use of Windows and Microsoft Office products.
  • Strong attention to detail, organization and proofreading.
  • Exceptional grammar and spelling skills.
  • Ability to manage several projects at once following through to completion.
  • Willingness to take initiative.
  • Must be a team player.
Benefits
  • Prosperity Bank is an Equal Opportunity Employer
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
trust administrationaccount administrationaccount reviewsdiscretionary distribution formscash managementaccounts payableaccounts receivableproject management
Soft Skills
interpersonal skillsoral communicationwritten communicationjudgmentdiscretionattention to detailorganizationproofreadinginitiativeteam player
Certifications
Bachelor’s Degree in AccountingBachelor’s Degree in Finance