What are the responsibilities and job description for the Trust Trade Specialist position at ffin?
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: 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) What Makes Us Unique? You. Since 1890, First Financial has been serving the financial needs of customers in every neighborhood, just like yours. Not just through good times, but during difficult years too. We survived the Great Depression, the collapse of the Texas economy in the 1980s, and the Great Recession. Throughout it all, we remain a place of stability and trust for our customers. While other banks have come and gone, First Financial continues to grow through acquisitions, new branches, and the expansion of our services. It goes without saying, First Financial is not your everyday bank. Our “One Bank, Multiple Regions” concept combines the best of “Big Bank” customer benefits with the local decision making and involvement of a community bank. The Company includes multiple banking regions with 79 convenient locations throughout Texas, and we offer convenient banking options with a local, personal touch. And because we’re one bank, you can visit any of our locations and receive the same friendly service. Much of our success comes from the lifelong relationships we’ve built with people just like you. Providing excellent customer service and education is the focus of everything we do. Our customer education includes training to understand how to improve credit, apply for a home loan, and utilize our products and services. Every day we’re here to help you make sound financial decisions. And don’t be surprised if you step through the door and see a familiar face. Many of our employees are leaders in the community. After all, being involved with the community is an important part of who we are. Discover for yourself how at First Financial, it’s You First.