As a First Commonwealth Bank, Wealth Services Coordinator I 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. Supports the First Commonwealth Advisors book of business by providing administrative support. Daily tasks will include but may not be limited to: executing transactions, monitoring account activity, and communicating with internal partners, clients and third parties.
2. Think independently and work with discretion to identify problems, formulate solutions, and make informed decisions.
3. Function as the first point of contact for client inquiries that can be addressed without escalation.
4. Performs a variety of administrative tasks of which the following are illustrative:
a. Compile data and assemble reports
b. Respond to and process requests from clients and internal partners
c. Complete special projects as directed
d. Ensures that all necessary documentation is complete, consistent, compliant, and filed for retention
e. Provide general service and sales support
Bona Fide Occupational Qualifications
1. Education: High School diploma or equivalent required. An associate’s degree, bachelor’s degree, or a professional certification in an administrative field is preferred.
2. Work Related Experience: Two (2) years related experience preferred.
3. Technical Experience: Must possess strong organizational, time management, written and verbal communication 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
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- High school diploma or equivalent
- Associate's degree, bachelor's degree, or professional certification in an administrative field
- Two years related experience
- Strong organizational, time management, written and verbal communication skills
- Valid driver's license and ability to travel regionally
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
