Trust Operations Specialist 1

fnbcorp; Pittsburgh (Allegheny County); On-site; USD 42,000 - 56,000; Full time

Job summary

F.N.B. Corporation is seeking a Trust Operations Specialist 1 to perform daily back-office duties, post transactions, and ensure timely processing for clients. The role supports Client servicing, account transfers, and regulatory exams in a fast-paced Wealth Operations environment in Pittsburgh.

The ideal candidate has 1–3 years of Retail Banking or Trust/Wealth experience, with strong communication, organizational and MS Office skills, and the ability to work with multiple internal partners.

Qualifications

• Excellent project management skills.
• Excellent verbal and written communication.
• Strong organizational and analytical abilities.
• Excellent customer service skills.
• Proficient PC skills with MS Word / Excel / PowerPoint.

Responsibilities

• Post cash or securities transactions and create GL entries.
• Learn and perform daily balancing, account research, fee processing, and transfers.
• Assist clients and internal partners with account setup and access.
• Provide daily support to Trust Operations and assist with projects or exams.
• Generate reports and support special projects requiring system input.
• Perform other duties as assigned and uphold risk management requirements.

Skills

Project management

Communication

Organizational skills

Interpersonal skills

Customer service

PC literacy

Accounting experience

Education

High school diploma or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Primary Office Location:

626 Washington Place. Pittsburgh, Pennsylvania 15219.

Join our team. Make a difference - for us and for your future.

Position Title: Trust Operations Specialist 1

Business Unit: WM – FNTC

Reports To: Wealth Operations Team Leader

Position Overview:

This position is primarily responsible for performing various operational functions within the Middle or Back Office to ensure timely and accurate processing and reporting for Clients. The incumbent completes assigned operational duties, assists with special projects, and serves as backup to other Trust Operations personnel. The ideal candidate has 1–3 years of Retail Banking or Trust/Wealth Management experience, including hands‑on knowledge of Cash processing and/or Securities Transaction processing. Candidate should understand the Client impact of all activities performed.

Primary Responsibilities:

• Performs daily client servicing needs by posting Cash or Securities transaction within the Trust Accounting system. Creates General Ledger entries relative to Client Transactions and accurately input information to successfully process all types of transactions.
• Ability to learn and complete various operational functions, including but not limited to: Daily Balancing, Account Research, Fee Processing, Receipts & Disbursements, New Accounts & Closed Accounts, Statement Processing, Income Posting, Shadow Posting, Trade Settlements, Asset Transfers, Subpoenas, Corporate Actions and Class Actions.
• Assist and interact with Clients and Internal Business Partners with setup and access to their Account, Online Client portal and/or processing Incoming and Outgoing Account Transfers for Clients.
• Provides daily support to Trust Operations personnel and Front Office Associates. Assists team members as needed with any Projects or Regulatory Exams.
• Provides reports and assists with any "one‑off" special projects requiring system input in an accurate and timely manner.
• Performs other related duties and projects as assigned.
• All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum # of Years of Job-Related Experience Required to Perform the Primary Responsibilities of this Position:

1

Special Skills Required to Perform the Primary Responsibilities of this Position:

• Excellent project management skills
• Excellent communication skills, both written and verbal
• Excellent organizational, analytical and interpersonal skills
• Excellent customer service skills
• Ability to use a personal computer and job-related software
• MS Word – Basic Level
• MS Excel – Intermediate Level
• MS PowerPoint – Basic Level
• Experience in accounting or bookkeeping.

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

N/A

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A

Equal Employment Opportunity (EEO):

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.