Relationship Advisor 2 - Trust Services Group (Finance)

Location: Pittsburgh, Pennsylvania, United States; onsite role with frequent driving. Only candidates legally authorized to work in the U.S. will be considered.

Company

A financial services corporation providing wealth management, trust administration, and investment services.

What you will do

• Serve as the primary contact for assigned personal, corporate, non-profit, and government trust clients.
• Administer trust and investment accounts in accordance with governing instruments, applicable laws, and internal procedures.
• Communicate with clients about administrative matters, investment policies, performance, and available services.
• Provide investment oversight, industry updates, account reviews, and at-risk reporting.
• Identify opportunities to deepen existing relationships and develop potential new client relationships.
• Maintain compliant documentation and participate in community, corporate, and internal business events.

Requirements

• BA or BS degree.
• At least 5 years of related experience.
• Experience in trust administration, taxes, investments, portfolio management concepts, and investment products and services.
• Excellent communication, organization, analysis, interpersonal, customer service, and project management skills.
• CFP, CTFA, or CWS certification.
• Legal authorization to work in the United States; employment-based visa sponsorship is not provided.

Culture & Benefits

• Full-time position based at the Pittsburgh office.
• Responsibility for understanding, reporting, managing, and monitoring business risks.
• Strong focus on regulatory compliance and adherence to internal procedures.
• Participation in community and corporate events.
• Frequent driving is required.