Senior Trust & Estates Advisor

Extraco Corporation; Temple (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Excellent benefits

Job summary

Extraco Banks is seeking a Trust Advisor to join our Temple, Texas office. You will administer Personal and Family Trusts and Estates, develop client relationships, and oversee profitability, risk management, and compliance issues.

You will prospect for new business, conduct monthly investment reviews, perform Reg 9 compliance checks, and lead client communications. Strong analytical, interpersonal, and PC skills are required, with a bachelor’s degree and 5 years in trust advisory preferred.

Qualifications

• Minimum of five years in a Trust Advisory role.
• Background in Finance, Accounting, or law a plus.
• Strong PC skills with MS Word, Excel, and PowerPoint.
• Excellent interpersonal, verbal and written communication.
• Analytical and problem-solving skills.

Responsibilities

• Manage a book of trust and agency clients and requests.
• Prospect 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.
• Oversee tax reporting process for clients.

Skills

Interpersonal skills

Verbal and written communication

Analytical thinking

Education

Bachelor's degree

Master's degree in Finance/Accounting or JD/MBA or CPA (plus)

Tools

MS Word

MS Excel

PowerPoint

Job description

Extraco Banks is seeking a Trust Advisor to join our Temple, Texas office. You will administer Personal and Family Trusts and Estates, develop client relationships, and oversee profitability, risk management, and compliance issues.

You will prospect for new business, conduct monthly investment reviews, perform Reg 9 compliance checks, and lead client communications. Strong analytical, interpersonal, and PC skills are required, with a bachelor’s degree and 5 years in trust advisory preferred.