Trust Advisor - Waco

About the role

Administration of Personal Trust, Family Trust, and Estates. Develop relationships with clients and ensure client satisfaction. Oversee profitability, risk management, legal, and compliance issues. Pursue and develop new relationships with clients.

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-day Initial Account opening reviews
• Common Trust Fund management
• Managing tax reporting process for clients

Requirements

• Minimum of five (5) years working experience in a Trust Advisory role
• Background in Finance, Accounting, or law is a plus
• Reasonable math and accounting skills
• Strong PC skills (proficient knowledge of MS Word, Excel, and PowerPoint)

Qualifications

• Bachelor’s degree required
• Master’s level degree in Finance, Accounting, etc., or JD, MBA, or CPA is a plus

Skills

• Excellent interpersonal, verbal, and written communication skills
• Advanced level of performance, requiring minimum supervision
• Well-developed analytical and problem-solving skills

Benefits

Extraco provides excellent benefits and competitive compensation.

Location: Waco, Texas office.