Wealth Services Coordinator

First Commonwealth Bank; DuBois (Clearfield County); On-site; USD 50,000 - 65,000; Full time

Job summary

First Commonwealth Bank seeks a Wealth Services Coordinator to provide day-to-day administrative support for the Advisors Business Unit, handling data entry, reporting, and client service.

You will assist with the sales process, prepare account review packets, coordinate tax processing, and ensure documentation is complete and compliant. Travel regionally with a valid driver's license will be required.

Qualifications

• High School diploma or equivalent required.
• Bachelor’s degree or equivalent experience preferred.

Responsibilities

• Provides day-to-day administrative support for Wealth Services and Advisors Business Unit.
• Processes daily transactions and client requests.
• Assists with sales support, marketing, file maintenance, data entry, and transfers.
• Prepares account review packets and documentation for openings/closings.
• Ensures documentation is complete, consistent, and compliant.

Skills

Interpersonal skills

Communication

Computer skills

Data entry

Education

High School diploma

Bachelor’s degree preferred

Job description

As a First Commonwealth Bank, Wealth Services Coordinator 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.

1. Performs a variety of administrative tasks to support the assigned manager; of which the following are illustrative:

a. Compiles data into management reports and makes recommendations to the manager for reporting.

b. Responds to problems directed to the manager, following through to bring the matter to a satisfactory conclusion, or passes information gathered to the manager for further action.

c. Prepares preliminary work on various future projects.

d. Performs various administrative tasks to include but not limited to receipts, disbursements, bill pay, trade support,

e. Handles special projects as directed, coordinating with the individuals essential to the assignment.

2. Supports the sales process for Trust Revenue Positions for all First Commonwealth Advisors accounts. Provides sales, service and processing support for Relationship Managers, Client Advisors, Wealth Advisors and Financial Advisors with daily tasks such as marketing, account and file maintenance, data entry, and monitoring rollovers and transfers; allowing for maximum sales and relationship management of clientele. Follows company guidelines, policies and procedures.

3. Provides client and prospect communication support and assists in Book of Business Segmentation by scheduling reviews and preparing documentation.

4. Ensures that all necessary documentation is complete, consistent, and compliant.

5. Prepares and coordinates account review packets for account opening and closing, administrative reviews.

6. Coordinates tax processing support.

Bona Fide Occupational Qualifications_____________________________

1. Education: High School diploma or equivalent required. A bachelor’s degree or equivalent experience is preferred.

2. Work Related Experience: Two (2) years related experience required.

3. Technical Experience: Must possess strong interpersonal and communication skills as well as solid computer skills.

4. Travel: Must possess a valid driver’s license and have the ability to travel regionally.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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