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Extraco Banks · 3 months ago

Sr. Trust Advisor

Waco, TX

Full-time

Onsite

Senior Level

7+ years exp

Extraco Banks is seeking a Sr. Trust Advisor to join their team in Waco, Texas. The Senior Trust Advisor will manage a portfolio of complex trust and estate accounts, serving as the primary advisor to high-net-worth clients while providing guidance on trust administration, estate planning, and wealth transfer strategies.

BitcoinFinancial Services

Culture & Values

Responsibilities

Manage a book of trust and fiduciary accounts, ensuring compliance with governing documents, applicable laws, and fiduciary standards

Interpret and apply trust and estate planning documents such as wills, revocable/irrevocable trusts, charitable trusts, and generation-skipping trusts

Serve as the primary point of contact for assigned clients, building long-term relationships based on trust and expertise

Proactively identify clients’ needs and recommend appropriate fiduciaries, investment, and wealth planning solutions

Advise clients and beneficiaries on estate and wealth transfer strategies in collaboration with legal, tax, and investment professionals

Stay current on changes in trust and estate laws, tax regulations, and fiduciary best practices

Ensure that trust accounts are administered in accordance with applicable laws, company policies, and regulatory requirements

Participate in audits, risk reviews, and compliance processes as needed

Work closely with investment officers, financial planners, tax advisors, and legal counsel to provide holistic wealth management services

Mentor junior officers and contribute to the professional development of team members

Qualification

Trust administrationEstate planningFiduciary principlesCTFA certificationCFP certificationClient relationship managementAnalytical skillsDiscretionProfessionalismTrust accounting systemsCRM platformsInterpersonal skillsCommunication skillsProblem-solving skills