PNC-posted 9 months ago
$45,000 - $112,450/Yr
Full-time • Entry Level
Remote • Philadelphia, PA
Credit Intermediation and Related Activities

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 a Fiduciary Advisor I within PNC's Private Bank organization, you will be based in Pittsburgh, PA or Cleveland, OH. This position also offers the opportunity to work remotely from home within the PNC footprint. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations. If located near Cleveland or Pittsburgh, there is an expectation of working in-office 1 day a month. The Fiduciary Advisor I is a trusted partner to the more senior Fiduciary Advisors within the PNC Private Bank team and will be supporting and working with Revocable and Irrevocable Trusts. This role will be assigned to support 3 Advisors, and will be tasked with retaining and building an existing book of business by helping our clients achieve and maintain financial success. You will ensure that our accounts are administered in accordance with the governing instrument, state law and PNC Policies, Procedures and Processes. You will also interact with the Sr. Advisors and other internal team members to take ownership and provide prompt resolutions on administrative, risk, compliance, and account specific activities. You will also possess a full understanding of the clients/family relationships with the assigned book of business.

  • Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent.
  • May administer fiduciary accounts.
  • Ensures compliance with all legal and fiduciary regulations, policies and procedures.
  • May manage a book of business.
  • 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.
  • Responsible for 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.
  • Customizes customer communications or presentations to provide fiduciary advice to meet client needs for assigned accounts.
  • Prepares and presents appropriate analysis and recommendations for senior management or committee review.
  • 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 develops a network of external Centers of Influence.
  • Trust experience
  • Experience with client interaction
  • Excellent communication skills
  • Decision Making
  • Finance Strategy
  • Investment Management
  • Legal Practices
  • Real Estate Settlements
  • Revenue Recognition
  • Risk Assessments
  • 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
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