Entry-Level Private Banking Portfolio Administrator

PNC; Cleveland (OH); On-site; USD 53,000 - 88,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid time off

Educational assistance

Job summary

PNC in Cleveland, Ohio is seeking a Portfolio Administrator within its Private Banking group. Based in-office, you will manage account administration for investment management, IRA and non-trust accounts with fiduciary compliance and collaborate across teams.

The role emphasizes accurate execution, risk management, and a customer-focused approach, with base salary described and incentive eligibility. Bachelor's degree and <1 year experience typically expected.

Qualifications

• Bachelor's degree required.
• Light professional experience (<1 year) or completion of a formal development program may be acceptable.

Responsibilities

• Execute account administration for PNC Private Bank Investment Management and IRA accounts in compliance with regulations.
• Complete administrative reviews and resolve routine issues with minimal complexity.
• Utilize Private Bank systems to support investment management for a low-complexity portfolio.
• Engage in investment support and administrative activities as needed by the business segment.
• Collaborate with internal partners to solve problems and escalate issues as appropriate.
• Demonstrate customer-focused service and manage risks per Enterprise Risk Management Framework.

Skills

Account Management

Attention to Detail

Effective Communications

Education

Bachelor's degree

Job description

PNC in Cleveland, Ohio is seeking a Portfolio Administrator within its Private Banking group. Based in-office, you will manage account administration for investment management, IRA and non-trust accounts with fiduciary compliance and collaborate across teams.

The role emphasizes accurate execution, risk management, and a customer-focused approach, with base salary described and incentive eligibility. Bachelor's degree and <1 year experience typically expected.