Client-Focused Trust Administrator

Prosperity Bank; Abilene (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

Prosperity Bank is seeking a Trust Administrator in Abilene, TX to manage day-to-day trust account administration under the Trust Officer. You will build client relationships, prepare discretionary distribution forms, and coordinate with investment parameters, ensuring accurate recordkeeping and timely responses to client needs.

Qualifications include a bachelor’s degree in accounting or finance, 3+ years in trust administration, excellent written/spoken communication, discretion, and

Qualifications

• 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.

Responsibilities

• Daily account administration of accounts assigned to him/her
• Proactively anticipates client needs to provide a high level of service.
• 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.
• Coordinate with the Trust Administrative Assistant to handle accounts payable and receivable transactions.
• Interpretation of the governing instrument and applicable law to ensure the proper set up of account records.
• 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.

Skills

Interpersonal communication

Oral and written communication

Confidentiality

Attention to detail

Organization

Grammar and spelling

Multitask / manage multiple projects

Team player

Proactive initiative

Windows / Microsoft Office

Education

Bachelor’s Degree (B.B.A.) in Accounting or Finance

Tools

Windows

Microsoft Office

Job description

Prosperity Bank is seeking a Trust Administrator in Abilene, TX to manage day-to-day trust account administration under the Trust Officer. You will build client relationships, prepare discretionary distribution forms, and coordinate with investment parameters, ensuring accurate recordkeeping and timely responses to client needs.

Qualifications include a bachelor’s degree in accounting or finance, 3+ years in trust administration, excellent written/spoken communication, discretion, and