Trust Advisor - Temple

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 is seeking a successful Trust Advisor to join our team. This opportunity is in our Temple, Texas office.

Summary:
Administration of Personal Trust, Family Trust and Estates. Develop relationships with the clients and ensures client satisfaction. Oversee profitability, risk management, legal and compliance issues. Pursue and develop new relationships with clients.

Experience: Minimum of five (5) years working experience in a Trust Advisory role. Background in Finance, Accounting, or law are a plus. Reasonable math and accounting skills. Strong PC skills (proficient knowledge of MS Word, Excel, and PowerPoint).

Knowledge requirements, i.e. skills, abilities, personal characteristics: Excellent interpersonal, verbal and written communication skills. Advanced level of performance, requiring minimum supervision. Well-developed analytical and problem-solving skills.

Responsibilities and Duties:

• 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.

Qualifications: Bachelor's degree required, Masters level degree in Finance, Accounting, etc. or JD, MBA or CPA a plus.Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/Disability/protected veteran status. Extraco provides reasonable accommodation for persons with disability.