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Wealth Services Coordinator
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Health Advocates Network
Indiana, PA (In Person)
Full-Time
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Job Description
Wealth Services Coordinator
Indiana, PA
2 DAYS AGO
22653581
Summary
Indiana, PA
In-Person
Competitive Salary
0 Years Experience
High school graduate or equivalency certificate (GED)
No Commission
40.00 hours per week / Day Shift / Full-Time
Description As a First Commonwealth Bank, Wealth Services Coordinator I 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 1. Supports the First Commonwealth Advisors book of business by providing administrative support. Daily tasks will include but may not be limited to: executing transactions, monitoring account activity, and communicating with internal partners, clients and third parties. 2. Think independently and work with discretion to identify problems, formulate solutions, and make informed decisions. 3. Function as the first point of contact for client inquiries that can be addressed without escalation. 4. Performs a variety of administrative tasks of which the following are illustrative: a. Compile data and assemble reports b. Respond to and process requests from clients and internal partners c. Complete special projects as directed d. Ensures that all necessary documentation is complete, consistent, compliant, and filed for retention e. Provide general service and sales support Bona Fide Occupational Qualifications 1.