Trust Advisor - Waco

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 is seeking a successful Trust Advisor to join our team. This opportunity is in our Waco, 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.