Senior Trust Advisor — Client Wealth & Compliance

Extraco Banks, N.A.; Waco (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

Extraco Banks, N.A. in Waco, TX seeks a Trust Advisor to manage personal and family trusts and estates, build client relationships, and oversee profitability and risk controls.

You will handle trust administration, investment reviews, tax reporting, and regulatory compliance while pursuing new client opportunities and maintaining high service standards. This role requires a minimum of five years in trust advisory with a finance/accounting or legal background and solid MS Word, Excel, and

Qualifications

• Bachelor's degree required; advanced degrees or CPA a plus.
• Minimum of five (5) years in a Trust Advisory role; finance/accounting/law background preferred.
• Excellent interpersonal, verbal and written communication; analytical and problem-solving skills.
• Proficient PC skills: MS Word, Excel, and PowerPoint.

Responsibilities

• Managing a book of trust and agency clients and client requests.
• Prospecting for new business with contacts and Centers of Influence.
• Monthly client Investment reviews, Annual Reg 9 compliance reviews, and 90 Initial Account opening reviews.
• Common Trust Fund management.
• Managing tax reporting process for clients.

Skills

Trust Advisory

Client relations

Analytical thinking

Communication

Problem solving

Education

Bachelor's degree

Masters in Finance/Accounting or JD/MBA/CPA

Tools

MS Word

Excel

PowerPoint

Job description

Extraco Banks, N.A. in Waco, TX seeks a Trust Advisor to manage personal and family trusts and estates, build client relationships, and oversee profitability and risk controls.

You will handle trust administration, investment reviews, tax reporting, and regulatory compliance while pursuing new client opportunities and maintaining high service standards. This role requires a minimum of five years in trust advisory with a finance/accounting or legal background and solid MS Word, Excel, and