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Trust Employee Benefits Officer (Full Time) - South TX

Company

Prosperity Bank

Location

Main Ridge, Australia

Type

Full Time

POSITION PURPOSE

The Trust Employee Benefits Officer is responsible for the administration and oversight of employee benefit trust accounts in accordance with governing documents, applicable regulations, and fiduciary standards. This role ensures that retirement plans and benefit trusts are administered accurately, compliant and in alignment with client objectives while maintaining strong relationships with plan sponsors advisors, and internal partners.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

  • Communicate with Plan Sponsors on a regular basis to develop and maintain positive relationships. 
  • Prospect and develop new business opportunities with both existing and prospective clients.
  • Conduct annual enrollment and education meetings with plan participants.
  • Assist with annual compliance processes such as nondiscrimination testing, Form preparation, and required disclosures.
  • Monitor and maintain plan documentation and ens...
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