Estate Settlement Advisor Sr

PNC • Cleveland, OH

89d • $80,000 - $172,500

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Estate Settlement Advisor Senior within the PNC Private Bank organization, you will be based in Cleveland, OH. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Requirements

• 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.

Nice To Haves

• Decision Making
• Finance Strategy
• Investment Management
• Legal Practices
• Real Estate Settlements
• Revenue Recognition
• Risk Assessments

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.

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
• Between 15 to 25 vacation days each year, depending on career level and years of service

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees