Trust Operations Specialist 1
Primary Office Location
626 Washington Place.
Pittsburgh, Pennsylvania.
15219.
Position Overview
Join our team. Make a difference - for us and for your future. Position Title: Trust Operations Specialist 1
Business Unit: WM - FNTC
Reports To: Wealth Operations Team Leader
Primary Responsibilities
- Performs daily client servicing needs by posting Cash or Securities transactions within the Trust Accounting system.
- Create General Ledger entries relative to Client Transactions and accurately input information to successfully process all types of transactions.
- Completes various operational functions, including but not limited to: Daily Balancing, Account Research, Fee Processing, Receipts & Disbursements, New Accounts & Closed Accounts, Statement Processing, Income Posting, Shadow Posting, Trade Settlements, Asset Transfers, Subpoenas, Corporate Actions and Class Actions.
- Aid and interact with Clients and Internal Business Partners with setup and access to their Account, On-line Client portal and/or processing Incoming and Outgoing Account Transfers for Clients.
- Provide daily support to Trust Operations personnel and Front Office Associates.
- Aid team members as needed with any Projects or Regulatory Exams.
- Provide reports and assist with any "one-off" special projects requiring system input in an accurate and timely manner.
Minimum Qualifications
- High School or GED
- 1-3 years of Retail Banking or Trust/Wealth Management experience
- Hands on knowledge of Cash processing and/or Securities Transaction processing
- Understanding of Client impact of all activities performed
Special Skills
- Excellent project management skills
- Excellent communication skills, both written and verbal
- Excellent organizational, analytical and interpersonal skills
- Excellent customer service skills
- Ability to use a personal computer and job-related software
- MS Word - Basic Level
- MS Excel - Intermediate Level
- MS PowerPoint - Basic Level
- Experience in accounting or bookkeeping
Physical Requirements
None beyond traditional office work.
EEO Statement
F.N.B. Corporation (FNB) and its affiliates do not discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace. FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.