Back to Jobs search

Trust Operations Specialist

First National Bank • Pittsburgh, PA • 5h ago

Primary Office Location:

626 Washington Place. Pittsburgh, Pennsylvania. 15219.

Join our team. Make a difference - for us and for your future.

Position Title: Trust Operations Specialist 1

Business Unit: WM - FNTCReports To:

Wealth Operations Team Leader

Position Overview:

This position is primarily responsible for performing various operational functions within the Middle or Back Office to ensure timely and accurate processing and reporting for Clients. The incumbent completes assigned operational duties, assists with special projects, and serves as backup to other Trust Operations personnel. The ideal candidate has 1-3 years of Retail Banking or Trust/Wealth Management experience; including hands on knowledge of Cash processing and/or Securities Transaction processing. Candidate should understand the Client impact of all activities performed.

Primary Responsibilities:

Performs daily client servicing needs by posting Cash or Securities transaction 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.

Assist 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. Assist team members as needed with any Projects or Regulatory Exams.

Provides reports and assists with any "one-off" special projects requiring system input in an accurate and timely manner.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is 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.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum # of Years of Job-Related Experience Required to Perform the Primary Responsibilities of this Position:

Special Skills Required to Perform the Primary Responsibilities of this Position:

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.

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:N/A

Physical Requirements or Work Conditions Beyond Traditional Office Work:N/A

Equal Employment Opportunity (EEO):

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to 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.

It is the policy of F.N.B. Corporation and its affiliates not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, or because he or she is an individual with a disability or disabled veteran, Armed Forces service metal veteran, recently separated veteran, or active duty wartime or campaign badge veteran. F.N.B. Corporation and its affiliates provide all applicants and employees a discrimination and harassment free workplace. Please Visit following page for important legal disclosures and information: https://www.fnb-online.com/disclosures

Similar Jobs

Wireless Retail Sales Associate - W4644

OSL Retail Services • Moon Township, PA • 1h ago

Retail & Hospitality

Overview Ready to unlock unlimited earning potential?You will have unlimited earning potential with $16/hour base pay and uncapped commission! Employees earn $19/hour just hitting minimum expectations and top performers...

1h ago

Go to Apply

retail sales associate

LUXOTTICA RETAIL NORTH AMERICA INC. • Pittsburgh, PA • 1h ago

Retail & Hospitality

Requisition ID:942237Store #:001301 LensCraftersPosition:Part-TimeTotal Rewards:Benefits/Incentive Information LensCrafters is a place for visionaries. We've got a vision for pairing state-of-the-art technology with a tr...

1h ago

Go to Apply

Retail Merchandiser - Walmart

Acosta Group • Pittsburgh, PA • 1h ago

Retail & Hospitality

Retail Merchandiser - Walmart General Information Company: PRE-US Location: PITTSBURGH, Pennsylvania, 15275 Ref #: 132276 Pay Rate: $ 16.00 Experience/skills and/or location may influence position wage rate Range Minimum...

1h ago

Go to Apply

Finance Lead, Global Data Management

Deloitte • Pittsburgh, PA • 1h ago

Finance, Accounting & Banking

Finance Lead, Global Data Management The Finance Lead, Global Data Management is responsible for leading financial master data and financial integrity activities within Deloitte's SAP-based global finance platform. This...

1h ago

Go to Apply

Veterans Administration Specialist

ZOLL Services LLC (on SAM site) • Pittsburgh, PA • 1h ago

CMS At ZOLL, we're passionate about improving patient outcomes and helping save lives. We provide innovative technologies that make a meaningful difference in people's lives. Our medical devices, software and related ser...

1h ago

Go to Apply

Commercial Project Manager - Finance Controller

Siemens • Pittsburgh, PA • 1h ago

Finance, Accounting & Banking

Job Family: Buildings Req ID: 520422 Commercial Project Manager (CPM) - Finance Controller Here at Siemens, we take pride in enabling sustainable progress through technology. We do this through empowering customers by co...

1h ago

Go to Apply

Sr. Director, Head of Delivery Center Operations and Performance Management

Grant Thornton • Pittsburgh, PA • 3h ago

Retail & Hospitality

Grant Thornton is seeking a Senior Director of Delivery Center Operations and Performance Management to join the team. Approved office locations can be found below. Role Overview The Sr. Director of Delivery Center Opera...

3h ago

Go to Apply

advanced systems engineer

General Dynamics Mission Systems • Canonsburg, PA • 3h ago

IT & Engineering

Basic Qualifications Bachelor's degree in Systems Engineering, or a related Science, Engineering or Mathematics field, plus a minimum of 5 years of relevant experience; or Master's degree, plus a minimum of 3 years of re...

3h ago

Go to Apply

advanced devops engineer

General Dynamics Mission Systems • Pittsburgh, PA • 3h ago

IT & Engineering

Basic Qualifications Education Requirements: Requires a Bachelor's degree in Software Engineering, or a related Science, Engineering, Technology or Mathematics field. Also requires 5+ years of job-related experience, or...

3h ago

Go to Apply

Engineering Manager, Data Systems Hardware & Operations

Meta • Pittsburgh, PA • 3h ago

Management & Administrative

Summary: Reality Labs is looking for an Engineering Manager to lead our Data Systems Hardware & Operations team. This team supports Codec Avatars, Input, and Health programs across all RL devices.You'll manage a mult...

3h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)