Trust Operations Specialist: Client & Trade Processing

First National Bank; Pittsburgh (Allegheny County); On-site; USD 45,000 - 60,000; Full time

Job summary

First National Bank is looking for a Trust Operations Specialist 1 based in Pittsburgh, PA. This role is crucial for performing operational functions within the Trust Operations, ensuring timely processing and reporting for clients.

The ideal candidate should have 1-3 years of experience in Retail Banking or Trust/Wealth Management, alongside a basic understanding of Cash processing and Securities transactions. Strong communication and organizational skills are essential for success in this position.

First National Bank offers a professional environment where you can contribute to the team's effectiveness and provide exceptional service to our Clients.

Qualifications

• 1-3 years of experience in Retail Banking or Trust/Wealth Management.
• Hands-on knowledge of Cash processing and/or Securities Transaction processing.
• Understanding of Client impact of operational activities.

Responsibilities

• Process Cash or Securities transactions within the Trust Accounting system.
• Complete various operational functions like Daily Balancing and Account Research.
• Assist Clients with account setup and transfers.
• Support Trust Operations personnel and assist with special projects.

Skills

Project management skills

Communication skills

Organizational skills

Analytical skills

Customer service skills

Accounting or bookkeeping experience

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Education

High School or GED

Job description

First National Bank is looking for a Trust Operations Specialist 1 based in Pittsburgh, PA. This role is crucial for performing operational functions within the Trust Operations, ensuring timely processing and reporting for clients.

The ideal candidate should have 1-3 years of experience in Retail Banking or Trust/Wealth Management, alongside a basic understanding of Cash processing and Securities transactions. Strong communication and organizational skills are essential for success in this position.

First National Bank offers a professional environment where you can contribute to the team's effectiveness and provide exceptional service to our Clients.