Wealth Relationship Analyst NE

First Financial Bancshares, Inc.; Abilene (TX); Hybrid; USD 52,000 - 76,000; Full time

Job summary

First Financial Bancshares, Inc. in Abilene, TX seeks a Wealth Relationship Analyst to support senior Trust Officers, prepare client meeting materials, and assist with onboarding and account reviews.

You will coordinate client requests, help maintain monthly spreadsheets, and gain exposure to estate administration and related projects while developing strong client-service and communication skills.

Qualifications

• Bachelor’s degree desired, accounting or finance preferred.
• A minimum of 6 months in a related field is expected.
• Strong accuracy, attention to detail and reasoning skills required.
• Self-motivation and excellent interpersonal/communication skills.
• Ability to work with clients, attorneys, accountants, and staff.

Responsibilities

• Assist in client onboarding processes and related tasks.
• Prepare materials for client meetings and research account issues.
• Create and manage monthly spreadsheets and reports.
• Learn and use various software systems for client servicing.
• Assist with estate administrations and other project work as needed.

Skills

Client communications

Meeting preparation

Account coordination

Attention to detail

Interpersonal skills

Researching issues

Estate administration

Education

Bachelor’s degree

Accounting or Finance degree preferred

Tools

Software systems

Job description

## Wealth Relationship Analyst NEApply: Abilene Main: Posted Yesterday: JR102913AddressWe’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.