Wealth & Trust Associate: Client Service & Admin (Onsite)

Extraco Corporation; Waco (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Extraco Banks is seeking a Wealth & Trust Associate to join our Wealth & Trust team at the Waco Bosque Banking Center in Waco, Texas. This fully onsite role emphasizes delivering exceptional client service, maintaining accurate account documentation, and supporting trust administration activities.

The position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities while supporting wealth management tasks.

Qualifications

• High school diploma or equivalent required.
• Associate's or Bachelor's degree in Business, Finance, Accounting, Economics, or a related field preferred.
• Experience in banking, wealth management, trust administration, or account servicing is a plus.

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 elevate 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.

Skills

Detail-oriented

Organizational skills

Verbal communication

Written communication

Multitasking

Client-focused

Attention to detail

Analytical thinking

Education

High school diploma

Associate or Bachelor's degree

Tools

Microsoft Word

Excel

Job description

Extraco Banks is seeking a Wealth & Trust Associate to join our Wealth & Trust team at the Waco Bosque Banking Center in Waco, Texas. This fully onsite role emphasizes delivering exceptional client service, maintaining accurate account documentation, and supporting trust administration activities.

The position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities while supporting wealth management tasks.