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First Commonwealth Bank · 1 day ago

Wealth Services Coordinator

DuBois, Pennsylvania, United States

Full-time

Onsite

Entry Level

2+ years exp

First Commonwealth Bank is a financial institution seeking a Wealth Services Coordinator to provide administrative support for their Advisors Business Unit. The role involves processing daily transactions, assisting with client relationship management, and supporting various committees and ongoing projects.

Banking

Responsibilities

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

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

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

Prepares preliminary work on various future projects

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

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

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

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

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

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

Coordinates tax processing support