Operations Analyst - Trust Tax

PNCHome Location-PA (PAH01), PA
Remote

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 a Operations Analyst - Cost Basis within PNC's Asset Management Trust Tax organization, you may be based in a remote location. 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. Occasional in-office participation may be required based on business needs. The Cost Basis Analyst is responsible for manual account updates within strict Service Level Agreements (SLA) to meet IRS requirements.

Requirements

  • Team member will engage in internal communications (non-customer facing).
  • Preparation of various documents utilizing proprietary software.
  • Comfortable in a fast-paced environment
  • Strong organizational and mathematical skills, who enjoys problem solving and research.
  • This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace.
  • Occasional in-office participation may be required based on business needs.
  • PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
  • Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
  • Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
  • Typically <1 year of related experience.
  • 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

  • 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.

Responsibilities

  • Executes routine transactions/processes of varying risk and financial value utilizing standard policies and procedures.
  • May have specific responsibility for a specialized product or functional area.
  • Identifies and escalates exceptions.
  • Partners internally with service partners to route calls, documents or other action items to complete transactions.
  • May interact with external customers to complete transactions.
  • Ensures the appropriate materials and documentation are available to complete transactions.
  • Confirms equipment is operational, if applicable.
  • Provides responses and documentation to inquiries and ad hoc requests for a specialized product or function.
  • Provides feedback on workflow and work received.
  • May participate in process improvement projects.
  • May assist in training and onboarding of new hires.
  • Reviews transactions, related documents and verifies work processes to ensure accuracy and conformance to established service levels and applicable policies and procedures.
  • May participate in risk mitigation activities and view reports to identify exceptions, monitor quality and ensure compliance.

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
  • years of service
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