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Senior Specialist, Fiduciary - Pittsburgh, PA

BNY · Pittsburgh, PA · Wealth Management

Employment type

Full-time

Work setting

On-site

Location

Pittsburgh, PA

Schedule

Day shift

Posted

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Job overview

The Senior Specialist, Fiduciary role is an onsite position based in Pittsburgh, PA. This role supports the Wealth Management team at BNY. This role exists to support the administration and service of trusts, foundations, and high-net-worth client accounts. The specialist contributes to the team by managing client relationships, ensuring fiduciary standards, and supporting business growth.

What you'll do

  • Collaborate with advisors and fiduciary officers.
  • Support management and administration of client relationships.
  • Engage with clients, beneficiaries, and external advisors.
  • Administer new business opportunities.
  • Serve as a resource for estate planning and financial advice.

What we're looking for

Skills & competencies
full-time
day shift
pittsburgh pa
bny
fiduciary
wealth management
trusts
estates
no on-call
financial services
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Global company benefits, growth opportunities, professional development.

Why this role

Global financial services company, high-touch environment.

About the employer

BNY is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.

Additional details

Industry sector
52
Industry
Trust, Fiduciary, and Custody Activities
Occupation code
13-2051.00
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