Trust Trade Specialist: Elite Trading & Settlement Pro

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

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.