Wealth Trade Specialist

First Financial Trust & Asset Management; Abilene (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

First Financial Trust & Asset Management is seeking an individual in Abilene, Texas for a role that involves processing trades and managing daily reporting for customer accounts. The candidate will require a degree in accounting or finance, or equivalent experience in trust/investment/banking operations.

Responsibilities include trade processing, training assistants, and ensuring settlement communications. Analytical skills, proficiency in Microsoft applications, and strong organizational abilities are essential. Join a dynamic team focused on excellence.

Qualifications

• Degree in accounting or finance or 3 years of trust/investment/banking operations experience.
• Ability to understand complex instructions and perform complex math.
• Proficiency in Windows, Word, and Excel is essential.

Responsibilities

• Process trades for fully managed and directed accounts.
• Cross-train investment assistants in trading duties.
• Report and communicate on settlement issues.

Skills

Complex math skills

Analytical ability

Judgment

Proficiency in Windows

Proficiency in Word

Proficiency in Excel

Communication skills

Organizational skills

Professional demeanor

Education

Degree in accounting or finance

3 years trust/investment/banking operations experience

Job description

We’re always looking for bright individuals to join our growing organization. As part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you’re challenged, valued and empowered every day.

Office Location

Abilene, Texas, United States

Scope / Contacts

Incumbent has regular contact with investment brokers and frequent contact with customers, other financial institutions, holding company banks and investment/security companies. Errors made in this position are very serious and could result in a major financial loss to the trust company, customer accounts, and loss of confidence in the organization with possible litigation. Constant contact with other employees in the department is required.

Essential Functions

Incumbent will regularly process trades, which includes mutual funds, equity block trades, money market and stocks for fully managed and directed accounts with limited supervision and relies on own knowledge, expertise, judgment and discretion within general company guidelines. Incumbent shall cross-train investment assistants to perform trading duties, when necessary. Incumbent will be responsible for daily reporting and communication of settlement issues. Incumbent will be responsible for working with brokers and our custodian to ensure daily trade settlement. Other general duties include preparation of annual investment reviews and administrative support for the investment manager. Physical effort is light. Actively participate in the sales and service culture and follow all established policies and procedures of this organization.

Minimum Qualifications

• A degree in accounting or finance or three years trust /investment/banking operations experience is required.
• Knowledge and ability to sufficiently understand complex and varied instructions is also required.
• Complex math skills, analytical ability, judgment and proficiency in Windows, Word and Excel are essential.
• Accuracy, reliability, confidentiality, communication, and organizational skills and professional demeanor are critical.

The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)