Wealth Services Coordinator: Client & Admin Support

First Commonwealth Bank; Pennsylvania; On-site; USD 42,000 - 58,000; Full time

Job summary

First Commonwealth Bank is seeking a Wealth Services Coordinator to provide day-to-day administrative support to the First Commonwealth Advisors Business Unit. You will process transactions, support committees in Trust Administration, and assist with client relationship management and daily tasks.

You will compile data for management reports, support the sales process, and ensure documentation is complete and compliant while coordinating account reviews and tax processing support.

Qualifications

• High School diploma or equivalent required; bachelor’s degree preferred.
• Two years related experience required.
• Strong interpersonal and communication skills; solid computer skills.
• Must have a valid driver’s license and ability to travel regionally.

Responsibilities

• Provides administrative support to the assigned manager and unit.
• Compiles data into management reports and advises on reporting.
• Responds to problems and coordinates with the manager for resolution.
• Prepares preliminary work on various future projects.
• Performs tasks including receipts, disbursements, bill pay, and trade support.
• Supports sales processes for Trust Revenue Positions and assists Relationship Managers.
• Provides client and prospect communication support and assists in segmentation.
• Ensures documentation is complete, consistent, and compliant.
• Prepares and coordinates account review packets for openings/closings and reviews.
• Coordinates tax processing support.

Skills

Interpersonal skills

Communication skills

Data entry

Computer skills

Education

High School diploma or equivalent

Bachelor’s degree (preferred)

Job description

First Commonwealth Bank is seeking a Wealth Services Coordinator to provide day-to-day administrative support to the First Commonwealth Advisors Business Unit. You will process transactions, support committees in Trust Administration, and assist with client relationship management and daily tasks.

You will compile data for management reports, support the sales process, and ensure documentation is complete and compliant while coordinating account reviews and tax processing support.