Wealth Relationship Analyst NE

First Financial Bank Texas; Abilene (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

First Financial Bank Texas in Abilene, Texas is seeking an entry-level support role within our Trust Services team. This position provides essential help to senior Trust Officers, assisting with client communications, meeting preparation, and transaction coordination.

You will prepare materials, review client accounts, and contribute to estate administration projects, while developing professional skills in a dynamic, inclusive environment that values accuracy and service.

Qualifications

• Bachelor’s degree desired; Accounting or Finance degree preferred.
• Minimum of 6 months experience in related field.
• Strong interpersonal and communication skills; accuracy and attention to detail required.

Responsibilities

• Assist in the client onboarding process.
• Prepare materials for client meetings, researching account issues, facilitating client requests, creating and managing monthly spreadsheets.
• Actively participate in the sales and service culture and follow established policies.

Skills

Interpersonal skills

Communication skills

Attention to detail

Critical thinking

Education

Bachelor’s degree

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)