Trust Clerk jobs in Waco, TX

Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)

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Trust Financial Planner
  • Extraco Banks, N.A.
  • Waco, TX FULL_TIME
  • Extraco Banks Financial Services division is seeking a successful Trust Financial Planner to join our team. We provide a competitive compensation package as well as excellent benefits and a great work environment.

    Job Summary:
    Ability to consult with prospects and clients to identify their needs and provide solutions including investment portfolios, custody, and building investment trust solutions. Prospects include individual families, court appointed trusts, nonprofits, corporations and both DB and 401(k) plans.

    Critical Tasks:
    New business development for Wealth & Trust Team
    Build Money Guide Pro financial plans for clients and prospects
    Attend sales meetings with trust officers and collaborates with partners to close the sale
    Generate awareness, deliver solutions and drive new revenue through centers of influence
    Assist trust officers with delivery of financial plans

    Qualifications:
    Bachelor's degree required
    Masters degree or certifications such as CFP a plus

    Experience:
    5 Years in financial services
     
    Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/D/V. Extraco Banks is a member FDIC.

  • 25 Days Ago

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Director Relationship Management
  • STRATA Trust Company
  • Waco, TX FULL_TIME
  • POSITION SUMMARY We have an immediate opening for an experienced Director of Relationship Management in our Waco office to represent STRATA and our bedrock values. As a leader at STRATA, you will focu...
  • 15 Days Ago

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Client Service Associate
  • STRATA Trust Company
  • Waco, TX FULL_TIME
  • POSITION SUMMARY As a Client Services Associate you will build and nurture strong personal relationships with clients and financial professionals to deliver the ultimate client experience. Meanwhile, ...
  • 11 Days Ago

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Client Experience Communication Associate
  • STRATA Trust Company
  • Waco, TX FULL_TIME
  • POSITION SUMMARY We have an immediate opening for an experienced Client Experience Communications Associate in our Waco office to lead our client communications process. This position will play a pivo...
  • 2 Months Ago

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Stockroom Clerk
  • Alcom of Texas
  • Waco, TX FULL_TIME
  • POSITION: Stockroom Clerk STATUS: Non-Exempt (hourly) REPORTS TO: Stockroom Supervisor DATE: April 2023 DIRECT REPORTS: None LOCATION: Waco, TX POSITION SUMMARY: This position is responsible for recei...
  • 18 Days Ago

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Deli Clerk
  • TravelCenters of America
  • Hillsboro, TX FULL_TIME
  • There’s never been a better time to join TravelCenters of America! For more than 50 years, millions of professional truck drivers and motorists have called our travel centers home, depending on us dai...
  • Just Posted

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0 Trust Clerk jobs found in Waco, TX area

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Administrative Assistant, Provost's Office
  • University of Mary Hardin-Baylor
  • Belton, TX
  • Responsibilities: Provides comprehensive administrative support involving management of incoming phone calls, greeting a...
  • 4/23/2024 12:00:00 AM

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Administrative Assistant
  • Fedex
  • Waco, TX
  • FedEx is inviting candidates to assist in moving the world forward as an Administrative Assistant. In return, FedEx help...
  • 4/22/2024 12:00:00 AM

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Retail Administrative Assistant (PT/FT)
  • Dick's Sporting Goods
  • Waco, TX
  • Ready to take your passion for sports to the next level? As a Retail Administrative Assistant you will: Assist managers ...
  • 4/22/2024 12:00:00 AM

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Retail Administrative Assistant (PT/FT)
  • Dick's Sporting Goods
  • Belton, TX
  • Ready to take your passion for sports to the next level? As a Retail Administrative Assistant you will: Assist managers ...
  • 4/22/2024 12:00:00 AM

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Administrative Assistant
  • Castle Group
  • Whitney, TX
  • Overview: This Administrative Assistant provides a wide variety of administrative support services. Performs office work...
  • 4/20/2024 12:00:00 AM

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Records Clerk
  • UMHB
  • Belton, TX
  • Assists with all activities related to registration and academic records as assigned. Provides exceptional customer serv...
  • 4/20/2024 12:00:00 AM

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FT Data Entry Clerk (Work From Home)>
  • Radon Solutions
  • Waco, TX
  • [Administrative Assistant / Remote] - Anywhere in U.S. / Competitive Pay - As a Data Entry Clerk you'll: Transfer data f...
  • 4/20/2024 12:00:00 AM

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AIL Reinstatement Clerk-Remote
  • American Income Life
  • Waco, TX
  • Job Description This position will primarily be responsible for completing various tasks for American Income Reinstateme...
  • 4/19/2024 12:00:00 AM

Waco (/ˈweɪkoʊ/ WAY-koh) is a city in central Texas and is the county seat of McLennan County, Texas, United States. It is situated along the Brazos River and I-35, halfway between Dallas and Austin. The city had a 2010 population of 124,805, making it the 22nd-most populous city in the state. The 2017 US Census population estimate is 136,436 The Waco Metropolitan Statistical Area consists of McLennan and Falls Counties, which had a 2010 population of 234,906. Falls County was added to the Waco MSA in 2013. The 2017 US Census population estimate for the Waco MSA is 268,696. Waco is located at ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$32,277 to $38,531
Waco, Texas area prices
were up 1.2% from a year ago

Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
December 19, 2019
Trust Clerk in San Diego, CA
Is being a "TRUST-VAULT CLERK" your very best career choice.
December 11, 2019
Trust Clerk in Wilmington, NC
Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
February 22, 2020