About this role
Wealth Management & Trust Associate at First State Bank. Location: Gainesville or Sherman. Role: supporting investments, assisting clients, documenting activities Requirements: Client service experience, strong interpersonal and written communication, proficiency with Microsoft Office (Excel, Word, Outlook), ability to learn systems, maintain documentation, assist advisors, and work professionally in-office Monday–Friday. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office Suite, Microsoft Excel, Microsoft Word, Microsoft Outlook, CRM/Database, financial systems Commitment: Full Time Workplace: Onsite Languages: English