Wealth Services Coordinator

Wealth Services Coordinator

As a 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. Essential Job Responsibilities include performing a variety of administrative tasks to support the assigned manager, supporting the sales process for Trust Revenue Positions for all First Commonwealth Advisors accounts, providing client and prospect communication support and assisting in Book of Business Segmentation by scheduling reviews and preparing documentation, ensuring that all necessary documentation is complete, consistent, and compliant, preparing and coordinating account review packets for account opening and closing, administrative reviews, and coordinating tax processing support. Bona Fide Occupational Qualifications include a high school diploma or equivalent required, two years related experience required, and strong interpersonal and communication skills.