Apply on Employer Site

PNC · 3 months ago

Estate Settlement Advisor Sr

Cleveland, OH

Full-time

Onsite

Senior Level, Lead/Staff

$80K/yr - $172K/yr

8+ years exp

PNC is a leading financial services company that values its employees and their contributions. The Estate Settlement Advisor Senior role involves executing fiduciary decision-making and providing estate administration services for complex estates within the PNC Private Bank organization.

BankingFinanceFinancial Services

No H1B

Responsibilities

Engages in fiduciary decision-making by executing the terms of any will or document in which PNC serves as executor or trustee, including estate settlement trusts and other estate-related trusts

Acts as a market or region estate settlement authority

Provides estate administration and related relationship management services for the most complex estates in an assigned book of business and serves as a specialized fiduciary expert for estates in those relationships

Engages in the most complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations and meeting all administrative and legal deadlines

Supports the estate settlement business both internally and with Centers of Influence

Works with external entities to understand, contribute to and implement fiduciary/tax planning strategies and assess financial planning impacts for the beneficiaries

Engages in business-retention and sales opportunities

Ensures and coordinates the preparation of appropriate tax returns and court or other state-required filings for the estate and the decedent

Administers estate settlement trusts and other estate-related trusts

Serves as a subject matter resource for the estate settlement team, fiduciary and market leadership

May serve as a point of escalation for problem resolution and stand as a proxy for fiduciary leadership

Assists in determining work assignments of other estate settlement advisors

Qualification

Estate AdministrationFiduciary ResponsibilitiesRisk AssessmentsFinance StrategyInvestment ManagementLegal PracticesReal Estate SettlementsRevenue RecognitionAccount ManagementBusiness DevelopmentAccuracyRegulatory Environment - Financial ServicesDecision MakingEffective CommunicationsProblem SolvingAttention to Detail

Required

Engages in fiduciary decision-making by executing the terms of any will or document in which PNC serves as executor or trustee, including estate settlement trusts and other estate-related trusts

Acts as a market or region estate settlement authority

Provides estate administration and related relationship management services for the most complex estates in an assigned book of business

Serves as a specialized fiduciary expert for estates in those relationships

Engages in the most complex estate administration, including addressing special assets, liquidity and concentrated holdings

Assisting in resolution of family/beneficiary conflicts

Preserving and conserving estate assets overall

Obtaining accurate valuations and meeting all administrative and legal deadlines

Supports the estate settlement business both internally and with Centers of Influence

Works with external entities to understand, contribute to and implement fiduciary/tax planning strategies

Assesses financial planning impacts for the beneficiaries

Engages in business-retention and sales opportunities

Ensures and coordinates the preparation of appropriate tax returns and court or other state-required filings for the estate and the decedent

Administers estate settlement trusts and other estate-related trusts

Serves as a subject matter resource for the estate settlement team, fiduciary and market leadership

May serve as a point of escalation for problem resolution and stand as a proxy for fiduciary leadership

Assists in determining work assignments of other estate settlement advisors

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions

Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework

Roles at this level typically require a university / college degree

Higher level education such as a Masters degree, PhD, or certifications is desirable

Industry relevant experience is typically 8+ years

Specific certifications are often required

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered

Bachelors