Wealth Trade Specialist

Posted 7 Days Ago
Be an Early Applicant
Abilene, TX, USA
In-Office
Mid level
Fintech
The Role
Process mutual funds, equity block trades, money market and stock trades for managed and directed accounts; prepare annual investment reviews; provide administrative support to investment managers; cross-train investment assistants; interact with brokers, customers, and financial institutions while ensuring accuracy, confidentiality, and compliance.
Summary Generated by Built In

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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: Incumbent has regular contact with investment brokers and frequent contact with customers, other financial institutions, holding company banks and investment/security companies.  Errors made in this position are very serious and could result in a major financial loss to the trust company, customer accounts, and loss of confidence in the organization with possible litigation. Constant contact with other employees in the department is required.

ESSENTIAL FUNCTIONS:

  • Incumbent will regularly process trades, which includes; mutual funds, equity block trades, money market and stocks for fully managed and directed accounts with limited supervision and relies on own knowledge, expertise, judgment and discretion within general company guidelines.
  • Incumbent, shall cross-train investment assistants to perform trading duties, when necessary.
  • Other general duties include preparation of annual investment reviews and administrative support for the investment manager.  
  • Physical effort is light. 
  • Actively participate in the sales and service culture and follow all established policies and procedures of this organization.

MINIMUM QUALIFICATIONS:

  • A degree in accounting or finance or three years trust /investment/banking operations experience is required.
  • Knowledge and ability to sufficiently understand complex and varied instructions is also required. 
  • Complex math skills, analytical ability, judgment and proficiency in Windows, Word and Excel are essential.
  • Accuracy, reliability, confidentiality, communication, and organizational skills and professional demeanor are critical.

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

  • Degree in accounting or finance
  • Three years trust, investment, or banking operations experience
  • Ability to understand complex and varied instructions
  • Complex math skills, analytical ability, and judgment
  • Proficiency in Windows, Word, and Excel
  • Accuracy, reliability, confidentiality, strong communication and organizational skills, and professional demeanor

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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