Jobs · Management · Pennsylvania

Trust Operations Specialist

F.N.B. Corporation · Pittsburgh, PA · 2 wk ago
ManagementFull-time

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.
  • Ability to learn and complete 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 Client's 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.
  • Provides 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 are committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. 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.

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