Seeking a detail-oriented and adaptable professional with a strong background in trust and fiduciary services, retirement and tax planning, and IRA administration. The ideal candidate will possess excellent problem-solving skills, strong verbal and written communication abilities, and a demonstrated capacity to work collaboratively within a team environment. Proficiency in technology tools, such as Microsoft Excel, is essential. A commitment to continuous learning and the ability to actively listen and respond to client needs are also key attributes. A bachelor’s degree and a minimum of five years of relevant industry experience are typically required. Having a legal background or a Juris Doctor (JD) is highly preferred.
Job Description- Supports the team on execution of strategies including updating policies, procedures and processes and ensures a consistent execution.
- Works within the team and with other business leaders/employees to provide solutions and support the delivery of an exceptional client experience.
- Serves as an additional point of contact for escalated fiduciary, compliance, and operational matters.
- Supports the Director in monitoring risk management and escalated issues from the line of business leaders.
- Represents the function and line of business as part of enterprise and other initiatives.
- Serves as backup to the AMG Product Specialist Advisor.
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.
QualificationsSuccessful 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, Active Listening, Asset Management, Client Relationship Building, Competitive Advantages, Compliance Training, Conflict Management, Content Marketing, Identifying Sales OpportunitiesAccount Management, Business Performance Management, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial ServicesRoles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. 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)
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California ResidentsRefer to the