Wealth and Trust Associate

Extraco Banks; Waco (TX); On-site; USD 48,000 - 64,000; Full time

Job summary

Extraco Banks seeks a Wealth & Trust Associate to join our Wealth & Trust team at the Waco Bosque Banking Center in Waco, Texas. This onsite role supports wealth management and trust administration, delivering precise client service and maintaining accurate account documentation.

Ideal candidates have strong organizational and communication skills, attention to detail, and the ability to manage multiple priorities while supporting daily operations and customer service for Wealth &

Qualifications

• High school diploma or equivalent required
• Associate's or Bachelor's degree in Business, Finance, Accounting, Economics, or related field preferred
• 1 year banking, financial services, customer service, or administrative experience preferred

Responsibilities

• Serve as a liaison between clients, advisors, operations staff, and internal business partners regarding account servicing matters
• Assist with new account setup and account maintenance in accordance with established procedures
• Prepare, review, organize, and maintain account documentation and client records
• Process account transactions and service requests while ensuring accuracy and timeliness
• Monitor assigned workflows and follow up on outstanding items to ensure completion
• Maintain electronic and physical client files in accordance with privacy and record retention requirements
• Communicate with clients and internal stakeholders regarding account status, documentation needs, and service requests
• Identify discrepancies, documentation deficiencies, or servicing issues and identify as appropriate
• Support audits, compliance reviews, and operational quality initiatives
• Assist with onboarding, training, workflow coordination, or special projects as assigned
• Maintain accurate, audit-ready records and support compliance with applicable regulations and bank policies
• Perform additional duties and projects as assigned

Skills

Detail-oriented

Organizational skills

Communication

Client service

Time management

Education

Associate's or Bachelor's degree in Business, Finance, Accounting, Economics, or related field

Tools

Microsoft Word

Excel

Job description

Wealth & Trust Associate

Location: Waco Bosque Banking Center | Waco, TX

Extraco Banks is seeking a Wealth & Trust Associate to join our Wealth & Trust team at our Waco Bosque Banking Center in Waco, Texas. This is a fully onsite position. Candidates should have strong organizational skills, a client-focused mindset, attention to detail, and the ability to manage multiple priorities while supporting wealth management and trust administration activities. This position plays an important role in delivering exceptional client service, maintaining accurate account documentation, and supporting operational processes for Wealth & Trust relationships.

Summary

• Detail-oriented and service-focused individual with strong organizational skills
• Excellent verbal and written communication skills
• Ability to manage multiple priorities while maintaining accuracy and confidentiality
• Strong problem-solving and critical-thinking abilities
• Proficiency in Microsoft Word, Excel, and other banking software systems
• Plays a key role in supporting client service, account administration, and operational activities for Wealth & Trust relationships
• Ability to collaborate effectively with clients, advisors, and internal business partners

Experience

• Minimum 1 year of banking, financial services, customer service, or administrative experience preferred
• Experience in wealth management, trust administration, investment services, or account servicing is a plus
• Strong computer skills, including Microsoft Word and Excel required
• Experience handling confidential client information preferred

Knowledge Requirements, Skills, Abilities, and Personal Characteristics

• Strong attention to detail and commitment to accuracy
• Excellent organizational and time-management skills
• Ability to prioritize and manage multiple tasks in a fast-paced environment
• Strong written and verbal communication skills
• Professional and client-focused demeanor
• Ability to maintain confidential information with discretion
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team
• Ability to learn and follow regulatory, compliance, and documentation requirements
• Willingness to assist with special projects and support departmental initiatives
• Ability to identify and escape issues appropriately
• Strong interpersonal skills and ability to build positive working relationships

Responsibilities and Duties

• Serve as a liaison between clients, advisors, operations staff, and internal business partners regarding account servicing matters
• Assist with new account setup and account maintenance in accordance with established procedures
• Prepare, review, organize, and maintain account documentation and client records
• Process account transactions and service requests while ensuring accuracy and timeliness
• Monitor assigned workflows and follow up on outstanding items to ensure completion
• Maintain electronic and physical client files in accordance with privacy and record retention requirements
• Communicate with clients and internal stakeholders regarding account status, documentation needs, and service requests
• Identify discrepancies, documentation deficiencies, or servicing issues and identify as appropriate
• Support audits, compliance reviews, and operational quality initiatives
• Assist with onboarding, training, workflow coordination, or special projects as assigned
• Maintain accurate, audit-ready records and support compliance with applicable regulations and bank policies
• Perform additional duties and projects as assigned

Education

• High school diploma or equivalent required
• Associate's or Bachelor's degree in Business, Finance, Accounting, Economics, or a related field preferred
• Equivalent combination of education, training, and experience may be considered

Why Extraco?

Extraco Banks is committed to innovation, community impact, and the professional growth of our employees. Join a collaborative team that values exceptional client service, continuous learning, and the opportunity to make a meaningful impact on our clients' financial success.

Work Environment & Physical Requirements

• Position is based at the Waco Bosque Banking Center and requires regular onsite attendance during normal business hours; remote work is not available for this role
• Primarily office-based role with extended periods of sitting or standing
• Frequent use of standard office equipment, including computers, telephones, and printers
• Regular interaction with clients and internal team members
• Occasional travel for meetings, training, or business purposes
• Occasional lifting of up to 25 pounds
• Ability to maintain focus and accuracy while working with detailed account information and documentation

Equal Opportunity Employer

Extraco Banks is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic.