What are the responsibilities and job description for the Trust Operations Specialist 1 - Pittsburgh, PA position at F.N.B. Corp.?
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 - FNTC
Reports 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:
1
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 FNB 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, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.