PNC Estate Settlement Advisor Sr - PNC Private Bank 

United States, Kentucky, Louisville 

60276401

Responsibilities:• Provides every aspect of estate administration and related relationship
management services to an assigned book of estates and related trusts;
• Oversees discovery and marshaling of assets owned by estate and estate
settlement trust, wherever located, and coordinates asset appraisal,
management, and resolution of claims against the estate or trust;
• Identifying and navigating issues arising with more complex estate and trustinterests, real estate and mineral interests, contractual rights and intangible
assets, art or other valuable collectibles, digital assets);
• Engage outside professionals (attorneys, accountants, appraisers,
auctioneers) as needed in order to administer assets of an estate, including
overseeing court filings for probate estate administration as necessary in a
particular state;
• Oversees the preparation by tax return preparers of appropriate tax returns
(income, gift, estate and inheritance, and fiduciary) and court or other state-
required filings for the estate and the decedent;
• Provides fiduciary decision making by ensuring account administration
consistent with the terms of governing documents (wills and trust• Manages family and beneficiary relationships and oversees and facilitates
distributions as provided by the governing documents;
• Supports PNC Bank’s estate settlement business both internally and with
outside centers of influence in growing future estate settlement opportunitiesservices; and
• Serves as a point of technical expertise when working with internal PNC
••Juris Doctor, accounting degree, business degree, and/or experience with
estate or other fiduciary administration strongly preferred.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.
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. Acts as a market or region estate settlement authority. Provides estate administration and related relationship management services to an assigned book of business and serves as a specialized fiduciary expert for estates in those relationships. Serves as a point of technical expertise and problem solving escalation for the Estate Settlement Advisor team.
• Engages in the most 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. Supports the estate settlement business both internally and with Centers of Influence.
• 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 and supports estate settlement advisors in similar activities.
• 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.
• Serves as a subject matter resource for the estate settlement team, fiduciary and market leadership. May serve as a point of escalation for problem resolution and stand as a proxy for fiduciary leadership. Assists in determining work assignments of other estate settlement advisors.

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. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. 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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