Wealth Management Sales and Support Specialist

Position Title:Wealth Management Sales and Service Support Specialist

Business Unit:Wealth Management

Reports to:Director of Sales and Service

Position Overview:

This position is primarily responsible for providing comprehensive operational day to day administrative support within the Advisory Businesses while ensuring timely delivery of services.This role involves coordinating various operational functions across multiple lines of business which include project management, maintaining accurate records including data analytics and assists with implementation of policies and procedures all while ensuring compliance with applicable regulatory standards.

Primary Responsibilities:

Coordinate daily operational activities including maintaining & distribution of operational documentation, records, and reports.Help prepare data analytics and summaries.

Support project management efforts as needed including contributing to process improvement initiatives to enhance operational efficiency and the timely delivery of services. This will include helping to assist in the development and/or refinement of policies and procedures.

Serve as internal resource within Advisory as liaison with lines of business in providing day to day support for all initiatives.

Assist with compliance, audit preparation, and regulatory requirements.

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:

3

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

Detail-oriented

MS Word - Intermediate Level

MS Excel - Intermediate Level

MS PowerPoint - Intermediate Level

Strong problem-solving skills & the ability to work independently

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

LAH State Insurance License, FINRA Series 7, 66 or equivalent
Licensing preferred but not required

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.