Estate Settlement Advisor II
About The Position
The Estate Settlement Advisor II works within PNC to provide fiduciary decision-making and estate administration for an assigned book of business. The role executes the terms of wills and other documents in which PNC serves as executor or trustee, including estate settlement trusts and other estate-related trusts. It provides relationship management and specialized fiduciary services for 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; valuations; and administrative and legal deadlines. It promotes estate settlement services internally and with Centers of Influence, educates the branch network to identify opportunities, and works with external entities on fiduciary and tax-planning strategies and their financial-planning impacts for beneficiaries. The role also pursues business-retention and sales opportunities and coordinates tax returns and required court or state filings for estates and decedents. PNC describes itself as an in-office company. The posting states that PNC will not provide employment-visa sponsorship or participate in STEM OPT for this position.
Requirements
- Typically, a university or college degree and 3 or more years of relevant or direct industry experience are required for roles at this level.
- In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
- Demonstrate appropriate knowledge, skills, and abilities for the role.
Nice To Haves
- Preferred skills: Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, and Risk Assessments.
- Competencies: Account Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem Solving, and Regulatory Environment - Financial Services.
- Certifications are often desired.
Responsibilities
- Execute the terms of wills and other documents for which PNC serves as executor or trustee, including estate settlement trusts and other estate-related trusts.
- Provide estate administration and relationship-management services for estates in an assigned book of business.
- Serve as a specialized fiduciary professional for estate relationships.
- Handle complex estate administration involving special assets, liquidity, and concentrated holdings.
- Assist in resolving family and beneficiary conflicts.
- Preserve and conserve estate assets, obtain accurate valuations, and meet 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 to understand, contribute to, and implement fiduciary and tax-planning strategies, and assess their financial-planning impacts for beneficiaries.
- Engage in business-retention and sales opportunities.
- Ensure and coordinate preparation of appropriate tax returns and court or other state-required filings for the estate and decedent.
- Administer estate settlement trusts and other estate-related trusts.
- Focus on customer needs and satisfaction when making business decisions and developing customized customer solutions.
- Assess and manage risks associated with business objectives and activities in alignment with PNC's Enterprise Risk Management Framework.
Benefits
- Medical and 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 and elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- Wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- Between 15 and 25 vacation days each year, depending on career level and years of service
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
