Trust Advisor - Temple

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 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.

Benefits

• 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.