Expoint - all jobs in one place

Finding the best job has never been easier

Limitless High-tech career opportunities - Expoint

PNC Operations Analyst Sr - AMG Trust Statement Analysis 
United States, Pennsylvania, Pittsburgh 
94904171

21.07.2024
This position will be located on-site in Pittsburgh for the purposes of the training period. Following that, you will have the opportunity to work remotely from home with 1 day a month in the office.The schedule for this position requires the availability to start between 6:30am - 9:00am, Monday - Friday.Working in a team environment, this entry level position is responsible for producing statements for trust accounts in Asset Management, as well as reconciling out of balance trust statements, and updating statement coding in the trust system. You will also mirror 3rd party statements to ensure they match, and will be working closely with the team but also responsible for managing your own book of clients.This role has no direct client contact, but communication with internal partners.The ideal candidate will meet the following qualifications:- securities processing background would be beneficial
- accounting background would be beneficial
- attention to detail
- technical skills with Excel
- experience with calculating data and numbers
Job Description
  • Executes complex transactions/processes utilizing standard procedures. May have specific responsibility for one or multiple specialized products or functional areas.
  • Processes and/or reconciles complex transactions of varying risk and financial value in accordance with established policies and procedures. Identifies and addresses exceptions and serves as a point of escalation for complex transactions. Partners internally with service partners to route calls, documents or other action items to complete transactions. May interact with external customers to complete transactions.
  • Ensures the appropriate materials, documentation and capacity are available to complete transactions. Confirms equipment is operational, if applicable.
  • Provides consultation and advice to internal and external customers. Reviews existing processes, recommends improvements and may assist with implementation. Participates in and may serves as a subject matter resource for process improvement projects. May assist in training and onboarding of new hires.
  • Reviews transactions and related documents and verifies work processes to ensure completeness, accuracy and conformance to established service levels and applicable policies and procedures. May review reports to identify exceptions, monitor quality and ensure compliance. May participate in risk mitigation activities.

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.

Accuracy and Attention to Detail, Effective Communications, Managing Multiple Priorities, Operational Functions, Problem Management Process, Process Management, Products and Services, Standard Operating ProceduresRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years 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.

*For more information, please click on the following links:

California Residents

Refer to the