Wealth Administrative Associate I

First Financial Bank NA • Danville, IL

11d • Onsite

About The Position

Wealth Administrative Associate I

Location: Danville, IL (Onsite)

Status: Part-Time, Hourly Non-Exempt

Why Join First Financial Bank?

At First Financial Bank, our Wealth Management team plays a critical role in helping clients manage and protect what matters most. As a Wealth Administrative Associate I, you’ll provide essential support to Wealth Advisors, helping ensure accounts are managed accurately, efficiently, and with a high level of care.

This role is ideal for someone who is highly organized, detail-oriented, and enjoys supporting both clients and internal teams. Your work will directly contribute to the quality and accuracy of fiduciary services and client relationships.

Requirements

• High school diploma or equivalent
• 3–5 years of clerical experience in accounting, legal, or financial services preferred
• Strong organizational skills and attention to detail
• Strong written and verbal communication skills
• Strong math skills and ability to work with financial data
• Proficiency in Microsoft Word and Excel
• Ability to manage multiple priorities and work under pressure
• Professional communication skills, including phone etiquette
• Ability to remain in a stationary position for up to 75% of an eight (8) hour workday
• Ability to review information and details at close range (within a few feet)

Responsibilities

• Support account administration: Assist Wealth Advisors with account maintenance, transactions, bill payments, transfers, and receipts.
• Manage communications: Handle client and internal correspondence via phone, email, and written communication.
• Prepare documentation: Draft letters, reports, and account-related documents to support fiduciary services.
• Complete accountings: Assist in preparing court accountings, inventories, and related documentation for review.
• Maintain records and reports: Prepare spreadsheets and reports to support account tracking and administration.
• Provide team support: Assist Wealth Advisors with administrative tasks and special projects as needed.

Benefits

• Medical, dental, vision, and employer-paid life and disability insurance.
• 401(k) match, Employee Stock Ownership Program (ESOP), and banking benefits.
• Paid time off, including 11 Federal Reserve bank holidays.
• Tuition assistance and professional development programs.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED