Wealth and Trust Associate

Extraco Corporation • Waco, TX

9d • Onsite

About The Position

Extraco Banks is seeking a Wealth & Trust Associate to join our Wealth & Trust team at our Waco Bosque Banking Center in Waco, Texas. This is a fully onsite position. Candidates should have strong organizational skills, a client-focused mindset, attention to detail, and the ability to manage multiple priorities while supporting wealth management and trust administration activities. This position plays an important role in delivering exceptional client service, maintaining accurate account documentation, and supporting operational processes for Wealth & Trust relationships.

Requirements

• Minimum 1 year of banking, financial services, customer service, or administrative experience preferred
• Strong computer skills, including Microsoft Word and Excel required
• High school diploma or equivalent required

Nice To Haves

• Experience in wealth management, trust administration, investment services, or account servicing is a plus
• Experience handling confidential client information preferred
• Associate's or Bachelor's degree in Business, Finance, Accounting, Economics, or a related field preferred
• Equivalent combination of education, training, and experience may be considered

Responsibilities

• Serve as a liaison between clients, advisors, operations staff, and internal business partners regarding account servicing matters
• Assist with new account setup and account maintenance in accordance with established procedures
• Prepare, review, organize, and maintain account documentation and client records
• Process account transactions and service requests while ensuring accuracy and timeliness
• Monitor assigned workflows and follow up on outstanding items to ensure completion
• Maintain electronic and physical client files in accordance with privacy and record retention requirements
• Communicate with clients and internal stakeholders regarding account status, documentation needs, and service requests
• Identify discrepancies, documentation deficiencies, or servicing issues and escalate as appropriate
• Support audits, compliance reviews, and operational quality initiatives
• Assist with onboarding, training, workflow coordination, or special projects as assigned
• Maintain accurate, audit-ready records and support compliance with applicable regulations and bank policies
• Perform additional duties and projects as assigned

Benefits

• Extraco Banks is committed to innovation, community impact, and the professional growth of our employees.
• Join a collaborative team that values exceptional client service, continuous learning, and the opportunity to make a meaningful impact on our clients' financial success.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED