Institutional Trust Officer I - Institutional Asset Management

PNC; Carson City (NV); Remote; USD 45,000 - 113,000; Full time

Job summary

A financial services company is seeking an Institutional Trust Officer I to manage client relationships and administrative needs while ensuring compliance with regulations. This remote position requires a Bachelor’s degree and at least 2 years of client-facing experience. Candidates with expertise in trust administration and asset management will excel. The company offers a competitive salary range along with comprehensive benefits including health coverage and paid time off.

Benefits

Comprehensive health benefits

401(k) with company match

Educational assistance

Qualifications

• 2+ years of relevant professional experience or equivalent education.
• Experience with trusts and client-facing roles.
• Knowledge of fiduciary regulations and policies.

Responsibilities

• Serve as the primary contact for client administrative needs.
• Administer accounts while ensuring compliance with regulations.
• Communicate with clients and resolve compliance-related issues.
• Educate clients on available tools to maintain assets.

Skills

Asset Management

Client Relationship Building

Consumer Lending

Credit Risk Analysis

Financial Operations

General Ledger (GL)

Process Improvements

Education

Bachelor's degree

Job description

Overview

Position Overview: At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and fostering an inclusive workplace where every employee is respected, valued and has an opportunity to contribute to the company’s success. As an Institutional Trust Officer I within PNC's Institutional Client Services organization, you will be based within the PNC footprint. This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations.

As an Institutional Trust Officer I (ITO), you will serve as the day-to-day contact for all administrative needs of the client, trust or retirement plan. The ITO conducts administrative reviews, communicates administrative and fiduciary issues to the client and to appropriate committees within PNC, reviews and implements transaction processing and responds to client inquiries. The ITO assists clients in meeting their regulatory and other obligations by providing updated documents and/or amendments (if applicable), tax information and other materials, depending upon PNC’s responsibilities and the client’s needs. The ideal candidate will have client facing experience, as well as experience with trusts (reading legal documents, understanding language of trusts, and administering trusts from a custodial standpoint).

This position is remote. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Responsibilities

• Services clients through the execution of the terms of any document in which PNC serves as trustee or agent. Administers accounts and ensures compliance with all legal and fiduciary regulations, policies and procedures. Manages a book of business.
• Delivers the full breadth of client services in order to grow the business and assure the highest level of client experience. Administers assigned accounts in accordance with documents, state and federal regulations, policy and procedure.
• Handles risk management and the resolution of legal and compliance-related issues for assigned accounts. Communicates with clients and business partners, solves problems and escalates anticipated or known client issues/concerns. May identify continuous process improvement efforts.
• Maintains and retains assets under management or under administration, by educating clients on available tools and resources through working with clients, beneficiaries and gatekeepers. Meets regularly with clients both on and/or off bank premises to maintain relationships. Identifies client needs and refers to partners for other bank products and services as sales opportunities. Cultivates a referral network through client relationships.
• Works with partners in support of customer communications, technology needs, or presentations and introduces team members to meet client needs for assigned accounts. May prepare and/or present appropriate material for management or committee review.

Company Expectations

• 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

• Asset Management
• Client Relationship Building
• Consumer Lending
• Credit Risk Analysis
• Financial Operations
• General Ledger (GL)
• Process Improvements

Competencies

• Account Management
• Accuracy and Attention to Detail
• Business Development
• Effective Communications
• Industry Knowledge
• Problem Solving
• Regulatory Environment - Financial Services
• Relationship Management

Work 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

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Pay Transparency

Base Salary: $45,000.00 – $112,450.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 10/09/2025, although it may be longer with business discretion.

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; 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 part-time employees, information about Total Rewards is available upon request.

Disability Accommodations

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Include “accommodation request” in the subject line and provide your name, the job ID, and your preferred method of contact. Applicants may also call 877-968-7762 for accommodation assistance. All information provided will be kept confidential and used only to provide needed reasonable accommodations.

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).

California Residents

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