Fiduciary Advisor I - PNC Private Bank

PNC•Pittsburgh, PA

1d•Onsite

About The Position

Supports fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. Supports administration of fiduciary accounts. Ensures compliance with all legal and fiduciary regulations, policies and procedures. Supports management of 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 as needed.

Requirements

University / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Nice To Haves

Decision Making
Finance Strategy
Investment Management
Legal Practices
Real Estate Settlements
Revenue Recognition
Risk Assessments
Account Management
Accuracy and Attention to Detail
Effective Communications
Fiduciary Responsibilities
Problem Solving
Value Selling

Responsibilities

Supports fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent.
Supports administration of fiduciary accounts.
Ensures compliance with all legal and fiduciary regulations, policies and procedures.
Supports management of 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 as needed.

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
9 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