Estate Settlement Advisor II

PNC Financial Services Group, Inc.; United States; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with PNC match

Pension and stock purchase plans

Paid time off (holidays and vacation)

Job summary

PNC Financial Services Group, Inc. seeks a fiduciary professional to execute terms of wills and trusts within an estate settlement context. The role involves complex estate administration, asset coordination, and timely tax filings for estates and related trusts.

The candidate educates branches, collaborates with Centers of Influence, and supports fiduciary/tax planning strategies to benefit beneficiaries while maintaining regulatory compliance and client trust.

Qualifications

• Knowledge and experience in fiduciary decision-making and estate administration.
• Ability to coordinate complex estate matters, including taxes and valuations.
• Comfort educating branches and coordinating with external entities on fiduciary planning strategies.

Responsibilities

• Execute terms of wills or trusts where PNC serves as executor or trustee.
• Administer estate settlement trusts and related estate documents.
• Address complex assets, liquidity, and beneficiary matters with accuracy and timeliness.
• Ensure tax returns and required filings for estates are prepared and filed.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Education

Bachelor's degree

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.

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

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.

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve.

Check out the top reasons to join PNC.

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