Institutional Trust Officer III - Charitable & Endowment

PNC•Home Location-OH (OHH01), OH

14d•$70,000 - $130,000•Remote

About The Position

This position within the Charitable & Endowment Fiduciary team is a specialized role focused on fiduciary analysis, research, and problem-solving. The role emphasizes project-based work involving review of complex account histories, legal documentation, and fiduciary structures to develop clear, well-supported conclusions. The role is primarily analytical and project-based, with less emphasis on day-to-day account administration. It focuses on developing well-supported conclusions and fiduciary insights, not just processing activity. It provides exposure to complex fiduciary scenarios, legal structures, and risk-related matters. It plays a key role in supporting risk identification, issue resolution, and fiduciary decision-making.

Requirements

University / college degree, with 5+ years of industry-relevant experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Strong analytical thinking and attention to detail
Ability to interpret fiduciary, legal, and corporate structures
Effective written communication and documentation skills
Ability to work through ambiguity and evolving situations
Strong organizational skills and ability to manage multiple projects
Critical thinking and problem-solving capability
Proficiency in Microsoft Office applications

Nice To Haves

Exposure to fiduciary and workflow systems (e.g., AMTrust, Siebel, OnBase, EDGE)
Experience leveraging AI tools (e.g., Copilot) is a plus
Asset Management
Client Relationship Building
Consumer Lending
Credit Risk Analysis
Financial Operations
General Ledger (GL)
Process Improvements

Responsibilities

Conduct detailed reviews of fiduciary account histories, including key decisions, structural changes, and beneficiary updates
Analyze trust documents, legal agreements, and corporate structures to assess fiduciary implications
Synthesize information across multiple sources and systems to develop a clear and accurate account narrative
Document findings in a structured, defensible manner suitable for internal, legal, and compliance review
Identify inconsistencies, gaps, or potential risks and escalate issues as appropriate
Partner with Trust Administration, Legal, Risk, and Compliance to support complex fiduciary matters
Communicate findings and insights clearly to a range of stakeholders, including non-technical audiences
Administers assigned accounts in accordance with documents, state and federal regulations, policy and procedure.
Handles risk management and the resolution of legal and compliance-related issues for assigned accounts.
Communicates with clients and business partners, solves problems and escalates anticipated or known client issues/concerns to senior management as appropriate.
Responsible for identifying continuous process improvement.
Maintains and retains assets under management or under administration, by educating clients on available tools and resources through working with clients, beneficiaries and gatekeepers.
Meets regularly with clients both on and/or off bank premises to maintain relationships.
Identifies client needs and refers to partners for other bank products and services as sales opportunities.
Cultivates a referral network through client relationships.
Works with partners in support of customer communications, technology needs, or presentations and introduces team members to meet client needs for assigned accounts.
Prepares and presents appropriate material for management or committee review.

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.