Wealth Relationship Analyst NE

About the role

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. Office location: Abilene, Texas, United States.

Responsibilities

• 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, and other client‑related projects as determined necessary.
• Maintain contacts with clients, officers, and employees; outside contacts include attorneys, accountants, insurance agents, and prospective clients.
• Assist in the client on‑boarding process.
• Prepare materials for client meetings, research account issues, facilitate client requests, create and manage monthly spreadsheets, learn various software systems, assist 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.

Qualifications

• Bachelor’s degree desired; Accounting or Finance degree preferred.
• Minimum of 6 months experience in a related field.
• Self‑motivation, confidence, strong interpersonal and communication skills required.
• Accuracy, attention to detail, dedication, and critical thinking/reasoning skills essential.