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 requests
Prospecting for new business with contacts and Centers of Influence
Monthly client Investment reviews, Annual Reg 9 compliance reviews, and 90 Initial Account opening reviews
Common Trust Fund management
Managing tax reporting process for clients
Joint Sales Calls with other areas of the bank for new clients
Money Guide Pro financial plans for clients / prospects
Cash management for clients
Participate in audit process when necessary
Bank training as required
Qualifications:
Bachelor's degree required, Masters level degree in Finance, Accounting, etc. or JD, MBA or CPA a plus.
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.
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