Wealth Relationship Analyst NE

First Financial Bank • Abilene, TX

3d • Onsite

About The Position

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.

Provide support to senior Trust Officers through assisting with client communications, meeting preparation, coordination of account transactions, client account reviews, preparation of materials for clients and/or other Officers as well as other client related projects as determined necessary. Contacts include clients, officers, and employees. Outside contacts include attorneys, accountants, insurance agents, and prospective clients.

Incumbent is responsible for assisting in the client on-boarding process. Preparation of materials for client meetings, researching account issues, facilitating client requests, creating, and managing monthly spreadsheets, learning various software systems, assisting with estate administrations and other projects as necessary. Actively participate in the sales and service culture, support the values of the organization, and follow established policies and procedures.

Requirements

• A minimum of 6 months experience in related field
• Self-motivation
• Confidence
• Strong inter-personal and communication skills
• Accuracy
• Attention to detail
• Dedication
• Critical thinking/reasoning skills

Nice To Haves

• Bachelor’s degree desired
• Accounting or Finance degree is preferred

Responsibilities

• Assisting with client communications
• Meeting preparation
• Coordination of account transactions
• Client account reviews
• Preparation of materials for clients and/or other Officers
• Other client related projects as determined necessary
• Assisting in the client on-boarding process
• Researching account issues
• Facilitating client requests
• Creating and managing monthly spreadsheets
• Learning various software systems
• Assisting with estate administrations
• Actively participate in the sales and service culture
• Support the values of the organization
• Follow established policies and procedures

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level