Fiduciary Advisor III
About The Position
Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. Administers more complex fiduciary accounts and ensures compliance with all legal and fiduciary regulations, policies and procedures. Possesses a high degree of knowledge regarding types of trusts and how they operate both individually and together for the benefit of clients in family relationships. 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. Handles 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. Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers. Meets with clients both on and off bank premises as needed. Customizes customer communications or presentations to provide fiduciary advice and introduces planning concepts to meet client needs for assigned accounts. Prepares and presents appropriate analysis and recommendations for senior management or committee review. Escalates problems to senior management as appropriate.
Requirements
- Bachelors degree
- 5+ years of industry-relevant experience
- 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.
- Account Management
- Accuracy and Attention to Detail
- Effective Communications
- Fiduciary Responsibilities
- Problem Solving
- Value Selling
Nice To Haves
- Juris Doctor (JD) or Certified Trust and Fiduciary Advisor (CTFA) designation
- 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 plan or document in which PNC serves as trustee, guardian or agent.
- Administers more complex fiduciary accounts and ensures compliance with all legal and fiduciary regulations, policies and procedures.
- Possesses a high degree of knowledge regarding types of trusts and how they operate both individually and together for the benefit of clients in family relationships.
- 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.
- Handles 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.
- Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers.
- Meets with clients both on and off bank premises as needed.
- Customizes customer communications or presentations to provide fiduciary advice and introduces planning concepts to meet client needs for assigned accounts.
- Prepares and presents appropriate analysis and recommendations for senior management or committee review.
- Escalates problems to senior management as appropriate.
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
