Trust Administrative Assistant — Full‑Time, Houston

Prosperity Bank and Trust Co; Houston (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Prosperity Bank and Trust Co. seeks a Trust Administrative Assistant in Houston, TX to support the Trust Department with clerical tasks, account files, and correspondence.

The role emphasizes accuracy, confidentiality, and effective communication with staff and clients. The successful candidate will have a high school diploma (or equivalent), 3+ years of clerical experience, and proven proficiency in Word, Excel, and typing (40 wpm).

Qualifications

• High school diploma or equivalent; degree or equivalent certification is desired.
• 3+ years clerical experience or equivalent higher level education.
• Knowledge of basic office structure and information flow
• Knowledge of Windows XP
• Strong Word and Excel skills needed
• Able to master new computer programs and systems
• Accurate typing skills - minimum 40 wpm

Responsibilities

• Opens and sorts all incoming mail. Retrieves and distributes intra-office mail. Prepares mail for office couriers.
• Maintains account administrative files.
• Sorts, copies, and distributes reports, documents, and files.
• Clerical type duties such as setting up new accounts on the computer systems, typing, answering phones, and serving as a receptionist for the Trust Department.
• All other duties as assigned.
• Assumes responsibility for establishing and maintaining effective communications and coordination with area staff and management.
• Assists and backs up staff as needed.
• Keeps management informed of area activities and of any significant problems.
• Represent the Bank in a courteous and professional manner.
• Assumes responsibility for related duties as required or assigned.
• Assist with special projects as assigned.
• Ensure that work area is clean, secure, and well maintained.
• Advanced Customer service skills, self-starter.
• Must be able to read and understand legal documents, i.e. trust instruments, wills, etc.
• Detail oriented with accuracy required in all tasks.
• Able to work with multiple employees.
• High level of confidentiality required.
• Able to prioritize and perform several tasks at one time.
• Excellent oral and written communication skills.
• Maintain integrity of account information.

Skills

Well organized

Interpersonal skills

Cooperative mindset

Education

High school diploma or equivalent

Tools

Windows XP

Word

Excel

Typing 40 wpm

Job description

Prosperity Bank and Trust Co. seeks a Trust Administrative Assistant in Houston, TX to support the Trust Department with clerical tasks, account files, and correspondence.

The role emphasizes accuracy, confidentiality, and effective communication with staff and clients. The successful candidate will have a high school diploma (or equivalent), 3+ years of clerical experience, and proven proficiency in Word, Excel, and typing (40 wpm).