Remote Institutional Trust Officer II

PNC; Columbus (OH); Remote; USD 64,000 - 106,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Stock purchase plan

Job summary

PNC in the Institutional Asset Management group is seeking an Institutional Trust Officer II based remotely in PA or OH. You will handle day-to-day administrative needs of clients, trusts, or retirement plans and coordinate with committees as needed.

You will review transactions, provide documents and updates, respond to inquiries, and help clients meet regulatory obligations. The role emphasizes risk management, client service excellence and opportunities to advance within a large financial

Qualifications

• Roles typically require a university/college degree, with 3+ years of relevant/direct industry experience.
• Certifications are often desired.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.

Responsibilities

• Serve as the day-to-day contact for all administrative needs of the client, trust or retirement plan.
• Administers more complex accounts and ensures compliance with all legal and fiduciary regulations, and policies and procedures.
• Delivers the full breadth of client services in order to grow the business and assure the highest level of client experience.
• Maintains and retains assets under management or under administration, by educating clients on available tools and resources.
• Identifies client needs and refers to partners for other bank products and services as sales opportunities.
• Works with partners in support of customer communications, technology needs, or presentations and introduces team members to meet client needs for assigned accounts.

Skills

Asset Management

Client Relationship Building

Credit Risk Analysis

Financial Operations

General Ledger

Process Improvements

Education

Bachelor's

Job description

PNC in the Institutional Asset Management group is seeking an Institutional Trust Officer II based remotely in PA or OH. You will handle day-to-day administrative needs of clients, trusts, or retirement plans and coordinate with committees as needed.

You will review transactions, provide documents and updates, respond to inquiries, and help clients meet regulatory obligations. The role emphasizes risk management, client service excellence and opportunities to advance within a large financial