Portfolio Administrator

PNC Bank•Phoenix, AZ

6d•Onsite

About The Position

The Portfolio Administrator is part of PNC's Private Banking organization and is based in Phoenix, Arizona. PNC operates as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. The role does not include employment visa sponsorship or STEM OPT participation. The position is responsible for 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 handles assigned accounts according to governing documents, state law, and AMG policies and procedures; completes administrative account reviews and activities; and resolves routine, low-complexity issues. The role uses PNC Private Bank systems to support investment management for a limited portfolio of relatively low-complexity, low-fiduciary-risk accounts. Depending on the business segment, the administrator may also provide investment support and administrative services. The position collaborates with internal partners to address problems and escalates anticipated or known account and client issues and concerns.

Requirements

University or college degree with less than one year of professional experience, or successful completion of a formal development program; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead of a degree.
Bachelor's degree listed as the education level.
Demonstrated knowledge, skills, and abilities in account management, accuracy and attention to detail, effective communications, fiduciary responsibilities, and problem solving.
No required certifications.
No required licenses.
No required or preferred language assessments.

Responsibilities

Administer PNC Private Bank Investment Management, IRA, and other non-trust accounts consistently and in compliance with legal and fiduciary regulations, policies, and procedures.
Administer assigned accounts in accordance with governing documents, state law, and AMG policies and procedures.
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 relatively low-complexity, low-fiduciary-risk accounts.
Depending on the business segment, provide investment support and administrative activities for the investment management business.
Collaborate with internal partners to solve problems.
Escalate anticipated or known account and client issues and concerns.
Focus on customer needs and satisfaction and manage risks in accordance with PNC's Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
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 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, subject to eligibility.
Up to 11 paid holidays each year, subject to eligibility.
9 occasional absence days each year, subject to eligibility and applicable law.
15 to 25 vacation days each year, depending on career level and years of service.