Senior Trust & Estates Advisor

Extraco Banks; Temple (TX); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Competitive benefits

Equal Opportunity Employer

Job summary

Extraco Banks in Temple, Texas is seeking a skilled Trust Advisor to administer Personal and Family Trusts and Estates, build client relationships, and ensure satisfaction. The role emphasizes profitability, risk management, and compliance.

You will develop new client relationships, conduct monthly investment reviews, and oversee trust administration including tax reporting. Candidates should have at least five years in a Trust Advisory role, a relevant degree (finance, accounting, JD, MBA, or

Qualifications

• Bachelor's degree required.
• 5+ years in a Trust Advisory role.
• Strong math and accounting skills.
• Proficient with 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 and annual Reg 9 compliance reviews.
• 90 Initial Account opening reviews.
• Common Trust Fund management.
• Managing tax reporting process for clients.

Skills

Interpersonal communication

Verbal communication

Written communication

Analytical thinking

Problem solving

Education

Bachelor's degree

Master's in Finance/Accounting or JD/MBA/CPA

Tools

MS Word

Excel

PowerPoint

Job description

Extraco Banks in Temple, Texas is seeking a skilled Trust Advisor to administer Personal and Family Trusts and Estates, build client relationships, and ensure satisfaction. The role emphasizes profitability, risk management, and compliance.

You will develop new client relationships, conduct monthly investment reviews, and oversee trust administration including tax reporting. Candidates should have at least five years in a Trust Advisory role, a relevant degree (finance, accounting, JD, MBA, or