PNC · 4 hours ago
Fiduciary Advisor II
Home Location-OH (OHH01)
Full-time
Remote
Mid Level
3+ years exp
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Responsibilities
Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. Administers more complex fiduciary accounts and ensures compliance with all legal and fiduciary regulations, policies and procedures. Manages a diverse book of business with varying account types.
Delivers the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Administers assigned accounts in accordance with documents, state law, policy and procedure.
Handles risk management and the resolution of legal and compliance-related issues for assigned accounts. Communicates with clients, solves problems and escalates anticipated or known client issues/concerns.
Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers. Meets with clients both on and off bank premises. Identifies other bank products and services as sales opportunities. Prospects for new clients by asking for referrals from existing clients. Cultivates a network through social contacts and community participation and developing a network of external Centers of Influence.
Customizes customer communications or presentations to provide fiduciary advice and introduces planning concepts to meet client needs for assigned accounts. Prepares and presents appropriate analysis and recommendations for senior management or committee review.
Qualification
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Required
University / college degree
3+ years of relevant / direct industry experience
Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions
Assessing and effectively managing all of the risks associated with their business objectives and activities
Preferred
Decision Making
Finance Strategy
Investment Management
Legal Practices
Real Estate Settlements
Revenue Recognition
Risk Assessments
Account Management
Accuracy and Attention to Detail
Business Development
Effective Communications
Fiduciary Responsibilities
Problem Solving
Selling
Benefits
Medical/prescription drug coverage (with a Health Savings Account feature)
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
A robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
8 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level and years of service.
Company
PNC
PNC is a financial service company providing bank deposits products and services to its community.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO
Leadership Team
William Demchak
CEO, President and Director
Keith Hayes
Senior Vice President , PNC Aviation Finance
Recent News
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