Trust Administrator (Full Time) - Corpus Christi, Shoreline
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PROSPERITY BANK
Corpus Christi, TX (In Person)
$70,500 Salary, Full-Time
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Job Description
$0k
Salary Not Available
Position range in Nueces County $49k
- $92k Per Year Trust Administrator (Full Time)
- Corpus Christi, Shoreline
PROSPERITY BANK
Occupation:
Accountants and AuditorsLocation:
Corpus Christi, TX- 78401 Positions available: 1 Job #: 16986825
Source:
WorkInTexasPosted:
03/05/2026Updated:
03/17/2026Expires:
06/05/2026Web Site:
WorkInTexas Onsite /Remote:
Work onsite all of the timeJob Type:
Regular, Full Time (30 Hours or More), Permanent Employment, Day Shift Job Requirements and Properties Help for Job Requirements and Properties. Work Onsite Full Time Education Bachelor's Degree Experience 36 Month(s) DL Required Language English Schedule Full Time Job Type Regular Duration Permanent Employment Shift Day Shift Benefits Help for . rust Administrator (Full Time)- Corpus Christi, N Shoreline Full TimeTrust
Corpus Christi, TX, US External Applicants:
Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers. Applying through any other source may prevent Prosperity from receiving your application.Internal Applicants:
If you are a current associate of Prosperity Bank, please apply through the internal Talent- Career Center in ADP.
POSITION PURPOSE
Works under the supervision of the Trust Officer in the administration of Trust Department accounts. Daily duties include building customer relationships through communication, both oral and written. Handle the day-to-day account administration to include completing account reviews on accounts that are assigned to them and preparing discretionary distribution forms. Coordinate with the customer to complete the Investment Parameter Statement to invest the account and to cover overdrafts. Monitor cash balances in accounts to cover cash needs of the customer as well as for the account activity including the 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 between those associates and the customer is handled properly.ESSENTIAL FUNCTIONS AND BASIC DUTIES
- 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 The above statements describe the general nature and level of work only.
SUPERVISORY RESPONSIBILITIES
This role has no supervisory responsibilities.QUALIFICATIONS EDUCATION/CERTIFICATION
Bachelor's Degree (B.B.A.) in Accounting or Finance or equivalent on the job training and experience in a relevant field.REQUIRED KNOWLEDGE
EXPERIENCEREQUIRED
Prior experience in trust administration, preferably 3+ years. Prior experience with trust operations is a plus.SKILLS/ABILITIES
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.CONTINUING EDUCATION/ADMINSTRATIVE KNOWLEDGE
The specialized and ever-changing nature of Trust Practice requires that Trust personnel devote time to personal development and training. Training includes but is not limited to sessions covering topics such as trust accounting systems changes, updates to practices and procedures, presentations on technical, legal, tax and regulatory development. A Trust Administrator must have the desire to learn, increasing his/her knowledge and expanding his/her responsibilitiesPHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION TALKING
Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.AVERAGE HEARING
Able to hear average or normal conversations and receive ordinary information.REPETITIVE MOTION
Movements frequently and regularly required using the wrists, hands, and/or fingers.AVERAGE VISUAL ABILITIES
Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.PHYSICAL STRENGTH
Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.(Almost all office jobs.)WORKING CONDITIONS NONE
No hazardous or significantly unpleasant conditions (such as in a typical office).MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY
Ability to apply common sense understanding to carry out simple one or two step instructions and to deal with ordinary, standardized situations.MATHEMATICS ABILITY
Ability to perform very basic math skills including adding, subtracting, multiplying, and dividing two-digit numbers; the four basic arithmetic operations with money; and operations with units such as inch, foot, yard; ounce, and pound (or their metric counterparts).LANGUAGE ABILITY
Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary.Hours:
Monday- Friday 8:00 AM
- 5:00 PM.
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