2 jobs found in waco

Extraco Banks is seeking a successful Trust Advisor to join our team. This opportunity is in our Waco, Texas office. Summary: Administration of Personal Trust, Family Trust and Estates. Develop relationships with the clients and ensures client satisfaction. Oversee profitability, risk management, legal and compliance issues. Pursue and develop new relationships with clients. Experience: Minimum of three (3) years working experience in a Trust Advisory role. Background in Finance, Accounting, or law are a plus. Experience in Employee Benefits/ERISA Plans is a plus. Reasonable math and accounting skills. Strong PC skills (proficient knowledge of MS Word, Excel, and PowerPoint). Knowledge requirements, i.e. skills, abilities, personal characteristics: Trust and general investment knowledge along with excellent interpersonal, verbal and written communication skills. Advanced level of performance, requiring minimum supervision. Well-developed analytical and problem-solving skills....

Job Description: Financial Analyst Location: Waco, TX, 76710 Education Requirements: Bachelors Degree required (preferably in Finance or Accounting). CPA license preferred. Experience: 5-7 years experience which may include financial analytics, modeling, credit, bond accounting & analytics, ALCO, budgeting and forecasting, and bond trading. Preferred experience with S&P Capital IQ, budgeting software, Cognos, ALM software, Microsoft queries, and general ledger. Knowledge requirements: Advanced Microsoft Excel skills (required); database and query skills; ability to research; data management; solid understanding of financial statements, financial modeling, and trend experience; critical thinking, analytical, and problem solving skills; excellent attention to detail; ability to thrive in a fast paced environment; excellent communication skills; works well on a team; committed to long-term career. Critical Tasks: Support the CFO in financial analysis tasks. Create, revise,...