Onsite Wealth & Trust Associate — Client Services Pro

Extraco Banks; Waco (TX); On-site; USD 48,000 - 64,000; Full time

Job summary

Extraco Banks seeks a Wealth & Trust Associate to join our Wealth & Trust team at the Waco Bosque Banking Center in Waco, Texas. This onsite role supports wealth management and trust administration, delivering precise client service and maintaining accurate account documentation.

Ideal candidates have strong organizational and communication skills, attention to detail, and the ability to manage multiple priorities while supporting daily operations and customer service for Wealth &

Qualifications

• High school diploma or equivalent required
• Associate's or Bachelor's degree in Business, Finance, Accounting, Economics, or related field preferred
• 1 year banking, financial services, customer service, or administrative experience preferred

Responsibilities

• Serve as a liaison between clients, advisors, operations staff, and internal business partners regarding account servicing matters
• Assist with new account setup and account maintenance in accordance with established procedures
• Prepare, review, organize, and maintain account documentation and client records
• Process account transactions and service requests while ensuring accuracy and timeliness
• Monitor assigned workflows and follow up on outstanding items to ensure completion
• Maintain electronic and physical client files in accordance with privacy and record retention requirements
• Communicate with clients and internal stakeholders regarding account status, documentation needs, and service requests
• Identify discrepancies, documentation deficiencies, or servicing issues and identify as appropriate
• Support audits, compliance reviews, and operational quality initiatives
• Assist with onboarding, training, workflow coordination, or special projects as assigned
• Maintain accurate, audit-ready records and support compliance with applicable regulations and bank policies
• Perform additional duties and projects as assigned

Skills

Detail-oriented

Organizational skills

Communication

Client service

Time management

Education

Associate's or Bachelor's degree in Business, Finance, Accounting, Economics, or related field

Tools

Microsoft Word

Excel

Job description

Extraco Banks seeks a Wealth & Trust Associate to join our Wealth & Trust team at the Waco Bosque Banking Center in Waco, Texas. This onsite role supports wealth management and trust administration, delivering precise client service and maintaining accurate account documentation.

Ideal candidates have strong organizational and communication skills, attention to detail, and the ability to manage multiple priorities while supporting daily operations and customer service for Wealth &