PNC Associate Portfolio Trust Administrator 

United States 

974443655

Job Description

• Engages in investment and fiduciary administrative activities under the direction and oversight of an Investment Advisor and Fiduciary Advisor. Executes activities required by PNC or governing document in which PNC serves as trustee, guardian or agent. Assists with compliance of all legal and fiduciary regulations, policies and procedures.
• Utilizes the full breadth of the fiduciary platform and systems in order to support the investment management and fiduciary business and assure the highest level of risk management control and compliance. Administers assigned accounts in accordance with documents, state law, policy and procedure.
• Responsible for risk management and the resolution of legal and compliance related issues for assigned accounts. Communicates with Investment Advisor and Fiduciary Advisor, solves problems, and escalates anticipated or known client issues/concerns
• Customizes customer communications or presentations to provide investment and/or fiduciary advice to meet client needs for assigned accounts. Prepares appropriate analysis and recommendations for advisor or committee review.
• Assists with the maintenance and growth of assets under management by working with relationship team. Supports efforts to identify other bank products and services that would benefit client.

• 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, Investment Management, Problem SolvingRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. 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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