Wealth Relationship Analyst: Onboarding & Trust Support

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

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.