Portfolio Administrator
Cleveland, TN - USA
Job Summary
Portfolio Administrator will have client interaction and be responsible for a variety of administrative account activities. Some daily duties may include account maintenance account titling account reporting closing accounts reviewing legal documents and other administrative duties.
Ideal candidate will have strong attention to detail and a strong focus on time management!PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
- Responsible for the proper and consistent execution of account administration of PNC Private Bank Investment Management IRA and other Non-Trust Accounts in compliance with legal and fiduciary regulations policies and procedures.
- Performs the administration of assigned accounts in accordance with governing documents state law and AMG policy and procedure.
- Completes administrative account reviews and activities and resolves routine issues with minimal complexity.
- Utilizes the full breadth of the PNC Private Bank systems to support the investment management of a limited portfolio of accounts with relatively low complexity and fiduciary risk.
- Depending on business segment may also engage in investment support and administrative activities for the investment management business.
- Collaborates with internal partners to solve problems and escalates anticipated or known account / client issues and concerns.
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 PNCs Enterprise Risk Management Framework.
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.
To learn more about these and other programs including benefits for full time and part-time employees visit.
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 call and 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.
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.
Required Experience:
Unclear Seniority