Portfolio Administrator

PNC • Phoenix, AZ

7d • Onsite

About The Position

As a Portfolio Administrator within PNC's Private Banking organization, this position is based in Phoenix, Arizona. The role is responsible for the proper and consistent administration of PNC Private Bank Investment Management, IRA, and other non-trust accounts in compliance with legal and fiduciary regulations, policies, and procedures. The administrator manages assigned accounts in accordance with governing documents, state law, and AMG policies and procedures; completes reviews and administrative activities; and resolves routine, relatively uncomplicated issues. The role uses PNC Private Bank systems to support investment management for a limited portfolio of accounts with relatively low complexity and fiduciary risk. Depending on the business segment, the position may also provide investment-management support and administrative services. The administrator collaborates with internal partners to solve problems and escalates anticipated or known account and client concerns. PNC expects employees to focus on customers and manage risks in accordance with its Enterprise Risk Management Framework. The role is in-office. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

• Bachelor's degree; in lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
• Typically requires less than one year of professional experience and/or successful completion of a formal development program.
• Demonstrated knowledge, skills, and abilities in account management, accuracy and attention to detail, effective communications, fiduciary responsibilities, and problem solving.
• Must meet applicable Section 19 of the Federal Deposit Insurance Act requirements; registered roles may also be subject to SAFE Act and/or FINRA requirements.

Responsibilities

• Administer assigned PNC Private Bank Investment Management, IRA, and other non-trust accounts in compliance with legal and fiduciary regulations, policies, and procedures.
• Manage accounts according to governing documents, state law, and AMG policy and procedure.
• Complete administrative account reviews and activities and resolve routine issues with minimal complexity.
• Use PNC Private Bank systems to support investment management for a limited portfolio of accounts with relatively low complexity and fiduciary risk.
• Depending on the business segment, provide investment support and administrative activities for the investment management business.
• Collaborate with internal partners to solve problems and escalate anticipated or known account and client issues and concerns.
• Focus on customer needs and satisfaction when making business decisions and creating customized customer solutions.
• Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Benefits

• Medical and prescription drug coverage, including 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 plan
• Stock purchase plans
• Dependent care reimbursement account
• Back-up child and elder care
• Adoption, surrogacy, and doula reimbursement
• Educational assistance, including select fully paid programs
• 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
• 15 to 25 vacation days each year, depending on career level and years of service

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level