As a First Commonwealth Bank, Wealth Services Coordinator you are responsible for day-to day administrative support of the First Commonwealth Advisors Business Unit. In this role you will deliver seamless and consistent support related to new business sales and on-going client relationship management for the entire Unit. You will process and execute daily transactions and requests received from clients and internal partners. You will support various committees within Trust Administration, prepare management reports, and assist with ongoing projects and daily tasks.
Essential Job Responsibilities__________________________________
1. Performs a variety of administrative tasks to support the assigned manager; of which the following are illustrative:
a. Compiles data into management reports and makes recommendations to the manager for reporting.
b. Responds to problems directed to the manager, following through to bring the matter to a satisfactory conclusion, or passes information gathered to the manager for further action.
c. Prepares preliminary work on various future projects.
d. Performs various administrative tasks to include but not limited to receipts, disbursements, bill pay, trade support,
e. Handles special projects as directed, coordinating with the individuals essential to the assignment.
2. Supports the sales process for Trust Revenue Positions for all First Commonwealth Advisors accounts. Provides sales, service and processing support for Relationship Managers, Client Advisors, Wealth Advisors and Financial Advisors with daily tasks such as marketing, account and file maintenance, data entry, and monitoring rollovers and transfers; allowing for maximum sales and relationship management of clientele. Follows company guidelines, policies and procedures.
3. Provides client and prospect communication support and assists in Book of Business Segmentation by scheduling reviews and preparing documentation.
4. Ensures that all necessary documentation is complete, consistent, and compliant.
5. Prepares and coordinates account review packets for account opening and closing, administrative reviews.
6. Coordinates tax processing support.
Bona Fide Occupational Qualifications_____________________________
1. Education: High School diploma or equivalent required. A bachelor’s degree or equivalent experience is preferred.
2. Work Related Experience: Two (2) years related experience required.
3. Technical Experience: Must possess strong interpersonal and communication skills as well as solid computer skills.
4. Travel: Must possess a valid driver’s license and have the ability to travel regionally.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Skills Required
- High school diploma or equivalent
- Bachelor's degree or equivalent experience
- Two years of related work experience
- Strong interpersonal and communication skills
- Solid computer skills
- Valid driver's license and ability to travel regionally
First Commonwealth Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about First Commonwealth Bank and has not been reviewed or approved by First Commonwealth Bank.
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Healthcare Strength — Health coverage is frequently characterized as strong within a comprehensive package. Feedback suggests medical and related insurance options are a notable bright spot.
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Retirement Support — Retirement contributions are highlighted as a meaningful part of total rewards. Feedback suggests the retirement plan is a core benefit, with details worth confirming during the offer stage.
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Leave & Time Off Breadth — Flexible paid time off, holidays, and bereavement pay are consistently included in the package. Feedback suggests these leave options meaningfully enhance overall benefits value.
First Commonwealth Bank Insights
What We Do
We know why we’re here: to put you first. We do it by building long-term relationships with our customers and our employees. By reaching out to the communities we live and work in. By listening and helping to find the best solutions to get you to your financial goals. Our success is built on creating an authentic community banking experience, delivered by caring and talented employees. Each team member is valued for the ideas they bring to the table, knowing we make stronger business decisions through the diversity of our workforce. We are committed to developing thoughtful leaders who want to make a difference in the places we live and work through careers in banking. Member FDIC FCB NMLS # 479240
