Wealth Relationship Analyst NE

First Financial Trust & Asset Management; Abilene (TX); On-site; USD 36,000 - 60,000; Full time

Job summary

First Financial Trust & Asset Management is seeking a motivated individual to support senior Trust Officers in Abilene, Texas. You will assist with client communications, meeting preparation, account transaction coordination, and client account reviews.

The role involves preparing materials for clients and other officers, participating in client-related projects, and contributing to a service-focused sales culture while upholding the company values.

Qualifications

• Bachelor’s degree or equivalent in relevant field preferred.
• Experience or coursework in accounting/finance is advantageous.
• Strong communication and interpersonal abilities required.

Responsibilities

• Assist senior Trust Officers with client communications and meeting prep.
• Coordinate account transactions, reviews, and materials for clients.
• Support client onboarding and various officer-related projects.

Skills

Self-motivation

Interpersonal skills

Communication skills

Attention to detail

Critical thinking

Education

Bachelor’s degree desired

Accounting or Finance degree preferred

Job description

Address

We’re always looking for bright individuals to join our growing organization. As a 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. We strive to be the best destination for the industry’s top talent, creating a diverse, collaborative workplace that celebrates innovation and change. We are one team, working together to get things done.

Job Description

Office location: Abilene, Texas, United States

Scope/Contacts

Provide support to senior Trust Officers through assisting with client communications, meeting preparation, coordination of account transactions, client account reviews, preparation of materials for clients and/or other Officers as well as other client related projects as determined necessary. Contacts include clients, officers, and employees. Outside contacts include attorneys, accountants, insurance agents, and prospective clients.

Essential Functions

• Incumbent is responsible for assisting in the client on-boarding process.


• Preparation of materials for client meetings, researching account issues, facilitating client requests, creating, and managing monthly spreadsheets, learning various software systems, assisting with estate administrations and other projects as necessary.


• Actively participate in the sales and service culture, support the values of the organization, and follow established policies and procedures.

Minimum Qualifications

• Bachelor’s degree desired.


• Accounting or Finance degree is preferred.


• A minimum of 6 months experience in related field.


• Self-motivation, confidence, strong inter-personal and communication skills are required.


• Accuracy, attention to detail, dedication, and critical thinking/reasoning skills are essential.

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)

What Makes Us Unique?

You.

Since 1890, First Financial has been serving the financial needs of customers in every neighborhood, just like yours. Not just through good times, but during difficult years too. We survived the Great Depression, the collapse of the Texas economy in the 1980s, and the Great Recession. Throughout it all, we remain a place of stability and trust for our customers. While other banks have come and gone, First Financial continues to grow through acquisitions, new branches, and the expansion of our services. It goes without saying, First Financial is not your everyday bank. Our “One Bank, Multiple Regions” concept combines the best of “Big Bank" customer benefits with the local decision making and involvement of a community bank. The Company includes multiple banking regions with 79 convenient locations throughout Texas, and we offer convenient banking options with a local, personal touch. And because we’re one bank, you can visit any of our locations and receive the same friendly service. Much of our success comes from the lifelong relationships we’ve built with people just like you. Providing excellent customer service and education is the focus of everything we do. Our customer education includes training to understand how to improve credit, apply for a home loan, and utilize our products and services. Every day we’re here to help you make sound financial decisions. And don’t be surprised if you step through the door and see a familiar face. Many of our employees are leaders in the community. After all, being involved with the community is an important part of who we are. Discover for yourself how at First Financial, it’s You First.