Trust Relationship Analyst NE
Listed on 2026-06-01
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Business
Financial Analyst
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.
Abilene, Texas, United States
Scope / ContactsProvide 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.
- 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.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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