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PNC · 2 months ago

Estate Settlement Advisor Sr

Baltimore, MD

Full-time

Onsite

Senior Level, Lead/Staff

$88K/yr - $190K/yr

8+ years exp

PNC is a financial services company that emphasizes the importance of its people as a competitive advantage. The Estate Settlement Advisor will work within the PNC Private Bank to administer complex estates and trusts, ensuring fiduciary responsibilities are met while collaborating with internal and external partners.

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

Finance StrategyInvestment ManagementLegal PracticesDecision MakingReal Estate SettlementsRevenue RecognitionRisk AssessmentsAccount ManagementBusiness DevelopmentFiduciary ResponsibilitiesRegulatory EnvironmentAttention to DetailEffective CommunicationsProblem Solving