Associate Portfolio & Trust Administrator
Associate Portfolio & Trust Administrator
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1 Vacancy
Job Description
Position Overview
At PNC our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected valued and have an opportunity to contribute to the companys success.As an Associate Portfolio & Trust Administrator within PNCs Fiduciary Advisors organization you will be based in Louisville KY.
This position will be primarily based inoffice but does offer the opportunity to occasionally work remotely from home.
This position will be the sole administrator for an IMA Book of business and will also partner and support a Fiduciary Advisor responsible for managing a Trust book and will involve policy/procedure and risk management tasks.
The ideal candidate will meet the following qualifications:
detail oriented
highly organized
paralegal experience (preferred but not required)
client contact experience (information exchange)
document review experience
communication and presentation skills
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 PNCs 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 required certifications/licensures needed to be successful in this position.
Preferred Skills
Decision Making Finance Strategy Investment Management Legal Practices Real Estate Settlements Revenue Recognition Risk AssessmentsCompetencies
Account Management Accuracy and Attention to Detail Business Development Effective Communications Fiduciary Responsibilities Investment Management Problem SolvingWork Experience
Roles 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.Education
Bachelors (Required)Certifications
No Required Certification(s)Licenses
No Required License(s)Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility options for fulltime employees include: medical/prescription drug coverage (with a Health Savings Account feature) dental and vision options; employee and spouse/child life insurance; short and longterm disability protection; 401(k) with PNC match pension and stock purchase plans; dependent care reimbursement account; backup 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.To learn more about these and other programs including benefits for full time and parttime employees visitYour PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process please contact us via email at . Please include accommodation request in the subject line title and be sure to include your name the job ID and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also calland say Workday for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race color sex religion national origin age sexual orientation gender identity disability veteran status or other categories protected by law.
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 Residents
Required Experience:
IC
Employment Type
Full-Time
