Sr. Trust Advisor

Extraco Banks is seeking a Sr. Trust Advisor to join our team. This opportunity is in our Waco, Texas office .

Summary :

The Senior Trust Advisor is responsible for the administration, oversight, and strategic management of a portfolio of complex trust and estate accounts. This individual will serve as the primary advisor to high-net-worth clients and their families, providing expert guidance on trust administration, estate planning, fiduciary responsibilities, and wealth transfer strategies. The role also involves collaborating with internal teams and external advisors to deliver comprehensive wealth management experience to clients and prospects.

Responsibilities and Duties :

• Trust Administration :

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

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

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

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

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

Qualifications :

Deep knowledge of fiduciary principles, estate planning, tax law, and financial instruments.

Preferred Attributes :

Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M / F / Disability / protected veteran status. Extraco provides reasonable accommodation for people with disabilities.