Extraco Banks in Temple, Texas is seeking a skilled Trust Advisor to administer Personal and Family Trusts and Estates, build client relationships, and ensure satisfaction. The role emphasizes profitability, risk management, and compliance.
You will develop new client relationships, conduct monthly investment reviews, and oversee trust administration including tax reporting. Candidates should have at least five years in a Trust Advisory role, a relevant degree (finance, accounting, JD, MBA, or
#J-18808-LjbffrSenior Trust & Estates Advisor in temple at Unknown Company
This position is listed as full time and onsite.