Portfolio Administrator

PNC Financial Services Group, Inc.

Cleveland, Northern (OH, KY)

Hybrid

USD 53,000 - 88,000

Full time

5 days ago
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Benefits offered by this job

401(k) with PNC match
Pension
Stock purchase plan
Health savings account

Job summary

PNC Financial Services Group, Inc. in Cleveland seeks a Portfolio Administrator to support Private Bank Investment Management, IRA, and non-trust accounts. You will execute account administration in line with governing documents and regulations, handle routine issues, and use PNC Private Bank systems to support a small, low-risk portfolio.

Some investment support may be required. Collaborate with internal partners to resolve problems and escalate concerns, contributing to a compliant,

Qualifications

  • Bachelor’s degree required.
  • Less than 1 year of professional experience or completed development program.
  • No certified licenses or specific certifications required.

Responsibilities

  • Execute account administration for Private Bank Investment Management and non-trust accounts.
  • Ensure compliance with governing documents, state law, and AMG policy.
  • Complete administrative reviews, resolve routine issues, and support fiduciary activities.
  • Utilize PNC Private Bank systems to support a low-complexity portfolio and collaborate with internal partners.

Skills

Account Management
Attention to Detail
Effective Communications
Fiduciary Responsibilities
Problem Solving

Education

Bachelor's

Job description

## Portfolio AdministratorApply: OH - Cleveland (44114): Full time: Posted Today: End Date: October 30, 2026 (30+ days left to apply): R235944# **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 Portfolio Administrator within PNC's Private Banking organization, you will be based in Cleveland, Ohio.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*** 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 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.## **Competencies**Account Management, Accuracy and Attention to Detail, Effective Communications, Fiduciary Responsibilities, Problem Solving## **Work Experience**Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. 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# **Pay Transparency**Base Salary: $52,500.00 – $87,500.00Salaries 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 09/21/2026, 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; 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.
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