Portfolio Administrator - Private Bank (Remote-Eligible)

PNC Financial Services Group; Cleveland (OH); Hybrid; USD 53,000 - 88,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Paid time off

Job summary

PNC Financial Services Group in Cleveland, OH, is seeking a Portfolio Administrator for the Private Bank. The role focuses on accurate account administration, adherence to fiduciary rules, and collaboration with internal partners to resolve client issues.

Responsibilities include handling investment management support, conducting reviews, and using Private Bank systems to support a low-to-moderate complexity portfolio. In-office with some remote work at manager's discretion.

Qualifications

• Strong knowledge in account management and fiduciary duties.
• Attention to detail and accuracy across all admin tasks.
• Clear communication with clients and internal partners.
• Ability to assess risk and adhere to policy.

Responsibilities

• Execute account administration for PNC Private Bank Investment Management and related accounts.
• Perform reviews and resolve routine issues with guidance.
• Support investment management through administrative tasks and systems.
• Collaborate with internal partners to address client needs and escalations.

Skills

Account Management

Accuracy & Detail

Effective Communications

Fiduciary Responsibilities

Problem Solving

Education

Bachelor’s

Job description

PNC Financial Services Group in Cleveland, OH, is seeking a Portfolio Administrator for the Private Bank. The role focuses on accurate account administration, adherence to fiduciary rules, and collaboration with internal partners to resolve client issues.

Responsibilities include handling investment management support, conducting reviews, and using Private Bank systems to support a low-to-moderate complexity portfolio. In-office with some remote work at manager's discretion.