Wealth & Trust Associate - Client Service & Admin Pro

Extraco Banks, N.A.; Waco (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Extraco Banks, N.A. in Waco, TX seeks a Wealth & Trust Associate to join the Wealth & Trust team at the Waco Bosque Banking Center.

This fully onsite role supports wealth management and trust administration, delivering strong client service and accurate documentation. Ideal candidates have at least 1 year in banking or financial services, strong communication, detail orientation, and proficiency with Word and Excel; confidentiality is essential.

Qualifications

• High school diploma required; related college degree preferred.
• Experience in banking or financial services is a plus.
• Proficiency with Word and Excel required; ability to handle confidential information.

Responsibilities

• Serve as liaison between clients, advisors, operations staff, and internal partners regarding account servicing matters.
• Assist with new account setup and account maintenance per procedures.
• Prepare, review, organize, and maintain client records and account documentation.
• Process account transactions and service requests with accuracy and timeliness.
• Monitor workflows and follow up on outstanding items to ensure completion.
• Maintain electronic and physical client files with privacy and retention in mind.
• Communicate status and needs to clients and internal stakeholders.
• Identify discrepancies or servicing issues and escalate as needed.
• Support audits, compliance reviews, and quality initiatives.

Skills

Detail-oriented

Multitasking

Communication

Confidentiality

Teamwork

Education

High school diploma

Related degree preferred

Tools

Microsoft Word

Microsoft Excel

Job description

Extraco Banks, N.A. in Waco, TX seeks a Wealth & Trust Associate to join the Wealth & Trust team at the Waco Bosque Banking Center.

This fully onsite role supports wealth management and trust administration, delivering strong client service and accurate documentation. Ideal candidates have at least 1 year in banking or financial services, strong communication, detail orientation, and proficiency with Word and Excel; confidentiality is essential.