PNC Portfolio Trust Support Administrator 

United States, Ohio, Cleveland 

926741643

The PTA engages in investment and fiduciary administrative activities in partnership and oversight of an Investment Advisor and Banking Advisor. They also execute activities required by PNC or governing document in which PNC serves as trustee, guardian or agent. And, they assist with compliance of all
legal and fiduciary regulations, policies and procedures.
Performs customary processing and ensures compliance
with standard regulations and processes.
Assist with the administration of assigned accounts in
accordance with documents, state law, policy and procedure.
Responsible for risk management, compliance related issues and assisting in the resolution of legal related issues for assigned accounts.
Communicates with Investment Advisor and Banking Advisor, solves problems, and escalates anticipated or known client issues/concernsProvides basic reporting to assist with advisor or committee review.Supports efforts to identify other bank products and services that would
benefit client.
May perform general administrative support.
Identify and escalate issues properly.
Where appropriate, own the client/account issues, understand steps to resolve and proactively provide status updates to advisors.This role reports directly to the Fiduciary Market Manager.Key responsibilities include:
− Asset Management
− Investment & Fiduciary Management
− Internal Fiduciary Administration
− Internal Investment Book Management
− Risk Management
Job Description

• Engages in investment and fiduciary administrative activities under the supervision of the Investment Advisor and Fiduciary Advisor. Assists with 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. Performs common processing and ensures compliance with standard regulations and processes. Assist with the administration of assigned accounts in accordance with documents, state law, policy and procedure.
• Communicates with Investment Advisor and Fiduciary Advisor to solve problems, and escalate anticipated or known client issues/concerns
• Customizes customer communications or presentations to meet client needs for assigned accounts. Provides basic reporting to assist with 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. May perform general administrative support.

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.

Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk AssessmentsAccount Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Investment Management, Problem SolvingRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 4+ years of related business or functional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.Associates (Required)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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