Portfolio Administrator
About The Position
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.
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.
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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
