Wealth Relationship Analyst NE - Client Onboarding & Trust

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

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.