Job description
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
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
While working in a Customer Service First culture the essential job duties and responsibilities are:
- Maintain relationships for Trust accounts that result in highly satisfied clients. Attend meetings with beneficiaries to establish investment objectives and risk tolerances
- Clearly and concisely summarize discussions & significant events and transactions. Address and resolve client concerns, problems or issues expeditiously. Maintain familiarity with trust provisions, family dynamics and is responsive to client needs.
- Collaborate with client’s attorneys and accountants to promote fiduciary services and construct plans for client’s financials needs.
- Develops new account relationships through community and professional visibility.
- Maintain a presence within local markets and communities through civic board involvement, as well as networking with like-minded professionals.
- Ensures daily operations, service delivery, business expectations and execution of Trust related transactions are appropriately handled.
MINIMUM REQUIREMENTS:
- 1 - 3 years Trust or Fiduciary work experience
- Experience with fiduciary principles and administration, and financial advisory skills
- Experience with investment principles and asset allocation strategies
- Personal presence, interpersonal skills, experience in developing strong client relationships, and a deep client service orientation
- Ability to present complex ideas and financial information in a simplified, easy-to-understand manner
- Possess strong, flexible interpersonal skills and ability to interact with clients at all levels so as to effectively address the needs of the client.
- Excellent written skills, with ability to write business correspondence
- Must have a strong ability to organize and manage tasks, balance changing priorities to deliver the highest quality of trust services
The above statement 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)
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