Trust Operations Specialist at First National Trust Company — Pittsburgh, PA

## Primary Office Location:

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.

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 customer service skills

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):