Estate Settlement Advisor II

PNC•Philadelphia, PA

1d•Onsite

About The Position

The Estate Settlement Advisor II engages in fiduciary decision-making by executing the terms of wills and other documents where PNC serves as executor or trustee, including estate settlement trusts and other estate-related trusts. The role provides estate administration and relationship management for an assigned book of business and serves as a specialized fiduciary professional for those estate relationships. The position handles complex estate administration, including special assets, liquidity and concentrated holdings; family and beneficiary conflicts; preservation and conservation of estate assets; accurate valuations; and administrative and legal deadlines. The advisor promotes estate settlement business internally and with Centers of Influence, educates the branch network and others about identifying opportunities, and engages in business-retention and sales opportunities. The advisor works with external entities on fiduciary and tax-planning strategies and financial-planning impacts for beneficiaries, coordinates appropriate tax returns and required court or state filings for estates and decedents, and administers estate settlement and other estate-related trusts. PNC describes the role as in-office, but the specific location is not provided in the posting.

Requirements

Typically requires a university or college degree and at least 3 years of relevant or direct industry experience.
In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
Demonstrate customer focus and the ability to create customized customer solutions.
Demonstrate knowledge and application of fiduciary responsibilities, financial-services regulations, and risk management.

Nice To Haves

Certifications are often desired; no specific certification is required.
Preferred skills include decision making, finance strategy, investment management, legal practices, real estate settlements, revenue recognition, and risk assessments.
Competencies include account management, accuracy and attention to detail, business development, effective communications, fiduciary responsibilities, problem solving, and knowledge of the financial-services regulatory environment.

Responsibilities

Execute the terms of wills and other documents in which PNC serves as executor or trustee, including estate settlement and other estate-related trusts.
Provide estate administration and relationship management for estates in an assigned book of business.
Manage complex estate administration, including special assets, liquidity and concentrated holdings, family or beneficiary conflicts, asset preservation, valuations, and administrative and legal deadlines.
Promote estate settlement business internally and with Centers of Influence.
Educate the branch network and others to identify estate settlement opportunities.
Work with external entities on fiduciary and tax-planning strategies and assess financial-planning impacts for beneficiaries.
Pursue business-retention and sales opportunities.
Coordinate preparation of appropriate tax returns and required court or state filings for the estate and decedent.
Administer estate settlement trusts and other estate-related trusts.
Assess and effectively manage risks in accordance with PNC’s Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, for eligible full-time employees.
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 and elder care.
Adoption, surrogacy, and doula reimbursement.
Educational assistance, including select fully paid programs.
Wellness program with financial incentives.
Maternity and/or parental leave, depending on eligibility.
Up to 11 paid holidays each year, depending on eligibility.
9 occasional absence days each year, unless otherwise required by law.
15 to 25 vacation days each year depending on career level and years of service.