Private Banking Portfolio Administrator

PNC; Phoenix (AZ); Vor Ort; USD 42.000 - 68.000; Vollzeit

Benefits dieser Stelle

Medical/prescription coverage

Dental and vision options

Life insurance

Disability protection

401(k) with employer match

Educational assistance

Wellness program

Zusammenfassung

PNC is seeking a Portfolio Administrator in its Private Banking group based in Phoenix, AZ. The role focuses on proper account administration for Investment Management, IRA, and Non-Trust Accounts, ensuring compliance with fiduciary and legal standards.

You will support the investment management of a low-complexity portfolio and collaborate with internal partners to resolve issues. The position emphasizes accuracy, proactive problem solving, and strong communication within a collaborative,

Qualifikationen

• University degree required;基本 knowledge of fiduciary processes and account administration.
• Ability to manage multiple accounts with accuracy and timeliness.
• Strong communication skills for internal and client interactions.

Aufgaben

• Execute account administration for Private Bank Investment Management, IRA, and Non-Trust Accounts in compliance with laws and policies.
• Perform reviews and routine activities, resolving issues with minimal complexity.
• Collaborate with internal partners to address problems and escalate issues when needed.

Kenntnisse

Account Management

Attention to Detail

Effective Communications

Fiduciary Responsibilities

Problem Solving

Ausbildung

Bachelor's

Jobbeschreibung

PNC is seeking a Portfolio Administrator in its Private Banking group based in Phoenix, AZ. The role focuses on proper account administration for Investment Management, IRA, and Non-Trust Accounts, ensuring compliance with fiduciary and legal standards.

You will support the investment management of a low-complexity portfolio and collaborate with internal partners to resolve issues. The position emphasizes accuracy, proactive problem solving, and strong communication within a collaborative,