Wealth Relationship Manager Assistant I

First Financial Trust & Asset Management; United States; On-site; USD 45,000 - 65,000; Full time

Job summary

First Financial Trust & Asset Management is seeking an experienced executive assistant to support senior management in College Station, Texas. You will manage calendars, prepare reports, coordinate with multiple departments, and handle travel arrangements while maintaining high standards of confidentiality and accuracy.

The ideal candidate has at least five years of administrative/executive secretarial experience, a strong command of Microsoft Word, Excel and Outlook, and the ability to work

Qualifications

• High school graduate with at least five years of admin/executive secretarial experience.
• Bachelor's degree in business or related field preferred.
• Strong computer skills and proficiency with MS Word, Excel, Outlook.
• Ability to maintain confidentiality and build professional relationships.

Responsibilities

• Prepare letters, reports and minutes; manage executive calendars.
• Coordinate meetings and travel arrangements; interact with customers and vendors.
• Greet visitors and support multiple departments; handle special projects as assigned.

Skills

Executive support

Calendar management

Communication

Customer service

Problem solving

Education

High school diploma

Bachelor's degree preferred

Tools

Microsoft Word

Microsoft Excel

Outlook

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: College Station, Texas, United States

SCOPE & CONTACTS

Under the general supervision of the Regional President, this individual would provide executive support with exceptional organizational skills to executive management, have frequent contact with business and community professionals, bank customers, as well as frequent contact with other departments. This individual is involved in the preparation of Board of Director meetings, manages preparation and scheduling of the Director Loan Committee meetings and Executive Officer Committee meetings, as well as gathers applicable reports for presentment and prepares the minutes. The individual is responsible for credit administration of loan presentments and approvals, prepares expense reports and marketing reports for the Regional President. The position requires independent thinking and problem resolution. Must exercise good human relations and customer service skills at all times. Professional and customer contact is face‑to‑face, by telephone and written correspondence. Due to the experience and proficiency level of this job, this individual receives only general supervision and instructions; however, results of work are reviewed. Physical effort required is average.

ESSENTIAL FUNCTIONS

This individual performs administrative duties that include:

• composing letters
• typing
• researching information
• greeting visitors
• keeping executive’s schedules
• arranging travel
• proofreading reports
• filtering calls and visitors
• event management
• answering customer questions
• being proactive and ensuring the office runs smoothly
• and handling special projects as assigned

MINIMUM QUALIFICATIONS

High school graduate and a minimum of five (5) years’ administrative/executive secretarial experience required. A bachelor’s degree in business or a related discipline is preferred.

Excellent computer skills as well as proficiency Microsoft Word, Excel and Outlook are required. Experience using office equipment a must.

• ability to maintain confidentiality is of high importance
• reliability
• integrity
• initiative
• customer relation skills
• flexibility
• speed
• multi-tasking
• ability to work under deadlines and work well under stress

Professional demeanor is extremely important.

Requires strong background in communication, math, general business and banking documentation. Data entry and typing skills must be above average (60 – 70 wpm). Must be proficient in grammar, punctuation, written and verbal communication skills. Must be able to work well with customers, bank directors, community contacts, vendors, and co‑workers.

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)

What Makes Us Unique?

You. Since 1890, First Financial has been serving the financial needs of customers in every neighborhood, just like yours. Not just through good times, but during difficult years too. We survived the Great Depression, the collapse of the Texas economy in the 1980s, and the Great Recession. Throughout it all, we remain a place of stability and trust for our customers. While other banks have come and gone, First Financial continues to grow through acquisitions, new branches, and the expansion of our services. It goes without saying, First Financial is not your everyday bank. Our “One Bank, Multiple Regions” concept combines the best of “Big Bank” customer benefits with the local decision making and involvement of a community bank. The Company includes multiple banking regions with 79 convenient locations throughout Texas, and we offer convenient banking options with a local, personal touch. And because we’re one bank, you can visit any of our locations and receive the same friendly service. Much of our success comes from the lifelong relationships we’ve built with people just like you. Providing excellent customer service and education is the focus of everything we do. Our customer education includes training to understand how to improve credit, apply for a home loan, and utilize our products and services. Every day we’re here to help you make sound financial decisions. And don’t be surprised if you step through the door and see a familiar face. Many of our employees are leaders in the community. After all, being involved with the community is an important part of who we are. Discover for yourself how at First Financial, it’s You First.