Wealth Relationship Analyst NE

Posted 6 Days Ago
Be an Early Applicant
Abilene, TX, USA
In-Office
Junior
Fintech
The Role
Supports senior Trust Officers with client communications, meeting preparation, account transactions, client account reviews, onboarding, account research, monthly spreadsheets, estate administration, and client materials. Coordinates with clients, attorneys, accountants, insurance agents, and internal employees while assisting with service and sales activities. Requires strong communication, accuracy, attention to detail, critical thinking, and familiarity with financial or accounting concepts.
Summary Generated by Built In

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:


Abilene, Texas, United States


SCOPE/CONTACTS:

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.


ESSENTIAL FUNCTIONS:

  • 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.

MINIMUM QUALIFICATIONS:

  • Bachelor’s degree desired.  Accounting or Finance degree is preferred.
  • A minimum of 6 months experience in related field.
  • Self-motivation, confidence, strong inter-personal and communication skills are required.   Accuracy, attention to detail, dedication, and critical thinking/reasoning skills are essential.

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)

Skills Required

  • Bachelor's degree
  • Accounting or Finance degree
  • At least 6 months of experience in a related field
  • Self-motivation and confidence
  • Strong interpersonal and communication skills
  • Accuracy and attention to detail
  • Dedication and critical thinking or reasoning skills

First Financial Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about First Financial Bank and has not been reviewed or approved by First Financial Bank.

  • Retirement Support — Offerings include a 401(k) with employer match, profit-sharing, and a company pension plan, with ESOP/KSOP options that can provide an ownership stake. Financial education and planning tools are referenced to support long‑term savings.
  • Leave & Time Off Breadth — Paid vacation and sick time are available to both part‑time and full‑time employees, along with paid holidays and paid volunteer time. Parental leave further expands time‑off options for family needs.
  • Healthcare Strength — Comprehensive healthcare coverage includes health, dental, and vision insurance, with long‑term disability and life insurance also mentioned. These core protections create a robust baseline for health and income security.

First Financial Bank Insights

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The Company
HQ: Cincinnati, OH
1,998 Employees

What We Do

First Financial Bank has been in the business of client service and success for more than 150 years. With more than 150 banking centers across Ohio, Indiana, Kentucky and Illinois, we combine world-class financial expertise with personal community service that builds lifelong relationships. We have combined the resources and expertise of a mega-bank with the care and perspective of a neighborhood community bank. We make our decisions locally so we can provide clients with the appropriate guidance and solutions to achieve their financial goals.

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