Overview
Wealth Administrative Associate I Jobs in Danville at First Financial Bank
Why Join First Financial Bank?
At First Financial Bank, our Wealth Management team plays a critical role in helping clients manage and protect what matters most. As a Wealth Administrative Associate I, you’ll provide essential support to Wealth Advisors, helping ensure accounts are managed accurately, efficiently, and with a high level of care.
This role is ideal for someone who is highly organized, detail-oriented, and enjoys supporting both clients and internal teams. Your work will directly contribute to the quality and accuracy of fiduciary services and client relationships.
What You’ll Do
- Support account administration:Assist Wealth Advisors with account maintenance, transactions, bill payments, transfers, and receipts.
- Manage communications:Handle client and internal correspondence via phone, email, and written communication.
- Prepare documentation:Draft letters, reports, and account-related documents to support fiduciary services.
- Complete accountings:Assist in preparing court accountings, inventories, and related documentation for review.
- Maintain records and reports:Prepare spreadsheets and reports to support account tracking and administration.
- Provide team support:Assist Wealth Advisors with administrative tasks and special projects as needed.
What We’re Looking For
- High school diploma or equivalent
- 3–5 years of clerical experience in accounting, legal, or financial services preferred
- Strong organizational skills and attention to detail
- Strong written and verbal communication skills
- Strong math skills and ability to work with financial data
- Proficiencyin Microsoft Word and Excel
- Ability to manage multiple priorities and work under pressure
- Professional communication skills, including phone etiquette
- Ability to remain in a stationary position for up to 75% of an eight (8) hour workday
- Ability to review information and details at close range (within a few feet)
What We Offer
- Competitive Pay & Benefits:Medical, dental, vision, and employer-paid life and disability insurance.
- Financial Perks:401(k) match, Employee Stock Ownership Program (ESOP), and banking benefits.
- Work-Life Balance:Paid time off, including 11 Federal Reserve bank holidays.
- Growth Opportunities:Tuitionassistanceand professional development programs.
- A Supportive Culture:Integrity, collaboration, innovation, and respect are at the heart of what we do.
Who We Are
Ready to Join Us?
Title: Wealth Administrative Associate I
Company: First Financial Bank
Location: Danville