Wealth Services Coordinator: Client & Sales Support

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

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.