Senior Trust & Investment Relationship Advisor

First National Trust Company; United States; On-site; USD 70,000 - 90,000; Full time

Job summary

First National Trust Company in Pittsburgh is seeking a Relationship Advisor 2 to deliver the highest quality client service across personal, corporate, nonprofit or government accounts. You will manage trust and investment relationships and act as the primary contact for assigned clients to ensure satisfaction and retention.

Responsibilities include regular client communications about administrative issues, account reviews, investment policy, and opportunities to expand assets.

Qualifications

• BA/BS required or equivalent.
• At least 5 years of related experience.
• Familiarity with CFP, CTFA, and CWS certifications.
• Experience in trust administration, taxes and investments.
• Strong client service and relationship-building skills.

Responsibilities

• Communicates regularly with clients about administration, investments and services to retain the relationship.
• Administers trust and investment accounts per governing instruments and laws.
• Provides investment oversight and conducts reviews and updates.
• Identifies client needs and matches them with bank services.
• Conducts account reviews and at-risk reports.
• Pursues opportunities to expand assets and new relationships.
• Collaborates with internal partners to enhance service delivery.
• Ensures compliance with laws, policies, and risk management.

Skills

Project management

Communication

Organizational skills

Analytical skills

Interpersonal skills

Customer service

MS Office

Education

BA or BS

Job description

First National Trust Company in Pittsburgh is seeking a Relationship Advisor 2 to deliver the highest quality client service across personal, corporate, nonprofit or government accounts. You will manage trust and investment relationships and act as the primary contact for assigned clients to ensure satisfaction and retention.

Responsibilities include regular client communications about administrative issues, account reviews, investment policy, and opportunities to expand assets.