Compliance Advisor - Advisory Wealth & Insurance

First National Bank of Pennsylvania; Pittsburgh (Allegheny County); On-site; USD 70,000 - 100,000; Full time

Job summary

First National Bank of Pennsylvania in Pittsburgh is seeking a Compliance Specialist for Advisory Businesses to ensure adherence to regulatory requirements and internal policies. You will collaborate with compliance staff to identify, measure, and monitor compliance risks within advisory services.

The role emphasizes process documentation, data integrity validation, and preparing monitoring reports while supporting examinations and risk management programs.

Qualifications

• BA or BS degree.
• 3 years of related experience.
• Strong project management and communication skills.
• Familiar with wealth management, deposits, lending and insurance with regulatory requirements.

Responsibilities

• Documents departmental workflows and recommends solutions to improve quality and reduce costs.
• Performs ongoing data integrity validation and reports findings to management.
• Documents and maintains assessment methodology for examinations.
• Develops and implements assessment processes and monitoring reports.
• Performs other related duties and projects as assigned.

Skills

Project management

Communication

Customer service

Office equipment

Computer skills

MS Word

MS Excel

MS PowerPoint

Assessments

Wealth management knowledge

Education

BA or BS

Job description

First National Bank of Pennsylvania in Pittsburgh is seeking a Compliance Specialist for Advisory Businesses to ensure adherence to regulatory requirements and internal policies. You will collaborate with compliance staff to identify, measure, and monitor compliance risks within advisory services.

The role emphasizes process documentation, data integrity validation, and preparing monitoring reports while supporting examinations and risk management programs.