PNC Estate Settlement Advisor - PNC Private Bank 

United States, District of Columbia, Washington 

439851863

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 an Estate Settlement Advisor, you will work within the PNC Private Bank organization. You will be based in either the Baltimore or DC office. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion.Responsibilities:
• Provides estate administration and related relationship management servicesestates in those relationships.
• Engages in fiduciary decision-making by executing the terms of governingidentification, marshalling, and safeguarding of assets. Coordinates appraisals,
creditor reconciliations, distribution
of assets pursuant to governing documents.
• Administers complex estate administrations, including addressing special
assets, liquidity, and concentrated holdings; assisting in resolution ofobtaining accurate valuations and meeting all administrative and legal• Ensures and coordinates the preparation of appropriate tax returns and court
or other state-required filings for the estate and the decedent. Understanding
of income and estate tax (Forms 706, 706, 1040, 1041, 2848).
• Supports the estate settlement business both internally and with Centers of
Influence. Serves as a point of technical expertise and problem-solvingto understand, contribute to and implement fiduciary/tax planning strategies
advisors in similar activities.
• Serves as a subject matter resource for the estate settlement team, fiduciary
and market leadership. Serves as a point of technical expertise and problem-point of escalation for problem resolution and stand as a proxy for fiduciary

Job Description

• Engages in fiduciary decision-making by executing the terms of any will or document in which PNC serves as executor or trustee, including estate settlement trusts and other estate-related trusts. Provides estate administration and related relationship management services for more complex estates. Serves as a specialized fiduciary expert for estates in those relationships. Promotes estate settlement business.
• Engages in complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations; and meeting all administrative and legal deadlines. Promotes the estate settlement business both internally and with Centers of Influence. Educates the branch network and others to identify estate settlement opportunities.
• Works with external entities to understand, contribute to and implement fiduciary/tax planning strategies and assess financial planning impacts for the beneficiaries. Engages in business-retention and sales opportunities.
• Ensures and coordinates the preparation of appropriate tax returns and court or other state required filings for the estate and the decedent.
• Administers estate settlement trusts and other estate-related trusts.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• 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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Account Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial Services, Selling.Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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. In addition, PNC generally provides the following paid time off, depending on your eligibility*: maternity and/or parental leave; up to 11 paid holidays each year; 8 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.

California Residents

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