Wealth Relationship Analyst – Trust & Onboarding

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

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.