Private Banking Portfolio Administrator

PNC Financial Services Group, Inc.; Cleveland (OH); On-site; USD 53,000 - 88,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company match

Pension plan

Stock purchase plan

Paid time off (vacation/holidays)

Job summary

PNC Financial Services Group, Inc. in Cleveland, OH seeks a Portfolio Administrator to support Private Bank account administration for investment management and non-trust accounts.

You will ensure compliance with governing documents and policies while handling routine issues and leveraging PNC systems for a low to moderate complexity portfolio. Strong attention to detail and effective communication are essential as you collaborate with internal partners and maintain fiduciary responsibilities in

Qualifications

• 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.

Responsibilities

• Responsible for proper and consistent execution of account administration of PNC Private Bank Investment Management, IRA, and other Non-Trust Accounts in compliance with regulations, policies and procedures.
• Completes administrative account reviews and activities and resolves routine issues with minimal complexity.
• Collaborates with internal partners to solve problems and escalates anticipated or known account issues and concerns.

Skills

Account Management

Attention to detail

Effective communications

Fiduciary responsibilities

Problem solving

Education

Bachelor’s degree

Job description

PNC Financial Services Group, Inc. in Cleveland, OH seeks a Portfolio Administrator to support Private Bank account administration for investment management and non-trust accounts.

You will ensure compliance with governing documents and policies while handling routine issues and leveraging PNC systems for a low to moderate complexity portfolio. Strong attention to detail and effective communication are essential as you collaborate with internal partners and maintain fiduciary responsibilities in