Trust Advisor I - Waco

Company: Extraco Banks N.a.
Location: Waco
Posted on: April 8, 2025

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 three (3) years working experience in a Trust Advisory role. Background in Finance, Accounting, or law are a plus. Experience in Employee Benefits/ERISA Plans is 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: Trust and general investment knowledge along with 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 requestsProspecting for new business with contacts and Centers of InfluenceMonthly client Investment reviews, Annual Reg 9 compliance reviews, and 90 Initial Account opening reviewsCommon Trust Fund managementManaging tax reporting process for clientsJoint Sales Calls with other areas of the bank for new clientsMoney Guide Pro financial plans for clients / prospectsCash management for clientsParticipate in audit process when necessaryBank training as requiredQualifications:Bachelor's degree required, Masters level degree in Finance, Accounting, etc. or JD, MBA or CPA a plus.Training Expectations:Texas Bankers Association Wealth & Trust School, and Graduate Trust School, or ABA equivalent. Systems training for Maui. Investment training with Dimensional Fund Advisors.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.by Jobble

Keywords: Extraco Banks N.a., Round Rock , Trust Advisor I - Waco, Accounting, Auditing , Waco, Texas