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
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.
Think independently and work with discretion to identify problems, formulate solutions, and make informed decisions.
Function as the first point of contact for client inquiries that can be addressed without escalation.
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
Education: High School diploma or equivalent required. An associate's degree, bachelor's degree, or a professional certification in an administrative field is preferred.
Work Related Experience: Two (2) years related experience preferred.
Technical Experience: Must possess strong organizational, time management, written and verbal communication skills.
Travel: Must possess a valid driver's license and have the ability to travel regionally.