Prosperity Bank · 8 hours ago
Trust Administrator (Full Time) - Corpus Christi, N Shoreline
Corpus Christi, TX, US
Full-time
Onsite
Mid Level
3+ years expProsperity Bank is a financial institution seeking a Trust Administrator to manage Trust Department accounts. The role involves building customer relationships, handling account administration, and ensuring compliance while working closely with clients and various internal teams.
BankingFinancial Services
Responsibilities
Must have an in-depth understanding of office procedures and operational activity
Daily account administration of accounts assigned to him/her
Proactively anticipates client needs to provide a high level of service
Works quickly to resolve client issues
Effectively communicates with clients, trust beneficiaries, their advisors, co-fiduciaries, miscellaneous outside service providers, and internal personnel
Meet with current clients, as well as prospects
Complete monthly account reviews for accounts assigned to him/her
Assist Compliance Officer with monitoring and meeting compliance requirements
Utilize risk management tools, such as the Overdraft Report, Daily Transaction Report, Account Balance Report, and Administrative Review to ensure all exceptions are addressed and kept to a minimum
Complete and approve trade tickets
Approve distribution requests on Charlotte Front Office (trust accounting system)
Interpretation of the governing instrument and applicable law to ensure the proper set up of account records. This includes payments, distributions, fee schedules, tax records, and termination/transfer of accounts
Must have an in-depth knowledge of preparing Discretionary Distribution forms and memoranda supporting recommendation regarding the exercise of powers Prosperity Bank Trust Department has as Trustee. Confer with co-trustee(s), if applicable, to obtain approval(s). Afterwards, coordinate with the Trust Officer on communicating the decision to the client and follow up action, as necessary
Must attend all Trust Administration and Investment Review Committee, Trust Committee and monthly Trust Officer meetings
Coordinate with clients to complete the Investment Parameter Statement
Work with third-party tax advisors and legal counsel on income, gift, estate, and generation skipping taxes for the trust/estate and its beneficiaries
Participate on various committees as needed
Train/coach the Administrative Assistant on daily administrative requirements
Qualification
Required
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
Preferred
Prior experience with trust operations is a plus
Company
Prosperity Bank
Prosperity Bank offers a variety of traditional loan and deposit products to its customers.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Aaron Shelby
DFW Area President
Mays Davenport
Director of Corporate Strategy
Recent News
2026-01-03
Morningstar.com
2025-11-05
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