Wealth Services Coordinator

Essential Job Responsibilities

• 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.
• Think independently and work with discretion to identify problems, formulate solutions, and make informed decisions.
• Function as the first point of contact for client inquiries that can be addressed without escalation.
• Performs a variety of administrative tasks of which the following are illustrative:
• Compile data and assemble reports
• Respond to and process requests from clients and internal partners
• Complete special projects as directed
• Ensures that all necessary documentation is complete, consistent, compliant, and filed for retention
• Provide general service and sales support

Education and Work Related Experience

• A high school diploma or equivalent is required.
• An associate’s degree, bachelor’s degree, or a professional certification in an administrative field is preferred.
• Two (2) years related experience is preferred.

Technical Experience

• Must possess strong organizational, time management, written and verbal communication skills.