Portfolio Administrator

PNC•Pittsburgh, PA

1d•$52,500 - $87,500•Onsite

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 Portfolio Administrator within PNC's Private Bank Connect organization, you will be based in Pittsburgh, PA, Cleveland, OH, or potentially other in office Private Bank hub locations. Portfolio Administrator will have client interaction and be responsible for a variety of administrative account activities. Some daily duties may include account maintenance, account titling, account reporting, closing accounts, reviewing legal documents, and other administrative duties. Ideal candidate will have strong attention to detail and a strong focus on time management! PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Requirements

Account Management
Accuracy and Attention to Detail
Effective Communications
Fiduciary Responsibilities
Problem Solving
University / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Responsibilities

Responsible for the proper and consistent execution of account administration of PNC Private Bank Investment Management, IRA, and other Non-Trust Accounts in compliance with legal and fiduciary regulations, policies and procedures.
Performs the administration of assigned accounts in accordance with governing documents, state law, and AMG policy and procedure.
Completes administrative account reviews and activities and resolves routine issues with minimal complexity.
Utilizes the full breadth of the PNC Private Bank systems to support the investment management of a limited portfolio of accounts with relatively low complexity and fiduciary risk.
Depending on business segment, may also engage in investment support and administrative activities for the investment management business.
Collaborates with internal partners to solve problems, and escalates anticipated or known account / client issues and concerns.
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.

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