Estate Settlement Advisor II

PNC Financial Services Group, Inc.; Philadelphia (Philadelphia County); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical and dental coverage

401(k) with match

Paid time off

Job summary

The PNC Financial Services Group, Inc. is seeking an experienced fiduciary professional to join its Estates team.

In this in-office role, you will execute will and trust terms, manage estate administration for an assigned book, and coordinate complex settlements within regulatory deadlines. The role emphasizes client-focused fiduciary services, collaboration with external partners on tax planning, and opportunities to advance knowledge in estate settlement and related trusts.

Qualifications

• University/college degree required with 3+ years of related experience.
• Certifications are often desired.
• In lieu of a degree, equivalent combination of education, certifications, and experience may be considered.

Responsibilities

• Execute fiduciary terms as executor or trustee and manage estates.
• Handle complex estate administration, assets, valuations, deadlines, and settlements.
• Collaborate with external entities on fiduciary/tax planning and beneficiary planning.
• Coordinate preparation of tax returns and required filings for estates.
• Administer estate settlement trusts and related trusts.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Education

Bachelors

No Required Certification(s)

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 company’s success. As a(n) [position title] within PNC’s [name of division] organization, you will be based in [city/state location of position].

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.

Job Description

• Engages in fiduciary decision-making by executing the terms of any will or document in which PNC serves as executor or trustee, including estate settlement trusts and other estate-related trusts. Provides estate administration and related relationship management services for estates in an assigned book of business and serves as a specialized fiduciary professional for estates in those relationships.
• Engages in complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations; and meeting all administrative and legal deadlines. Promotes the estate settlement business both internally and with Centers of Influence. Educates the branch network and others to identify estate settlement opportunities.
• Works with external entities to understand, contribute to and implement fiduciary/tax planning strategies and assess financial planning impacts for the beneficiaries. Engages in business-retention and sales opportunities.
• Ensures and coordinates the preparation of appropriate tax returns and court or other state required filings for the estate and the decedent.
• Administers estate settlement trusts and other estate-related trusts.

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 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 Assessments

Competencies

Account Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial Services

Work Experience

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Language Assessments

No Required or Preferred Language Assessments

Benefits

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; 9 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 part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. 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 877-968-7762 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.

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

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.