Senior Closely Held Business Advisor

PNC Financial Services Group, Inc.; Peoria (IL); On-site; USD 91,000 - 203,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Job summary

PNC is seeking a Closely Held Business Advisor III for the Private Bank, based in a PNC office location. The role involves handling closely-held assets, fiduciary considerations, and complex asset administration within a client-focused team.

Responsibilities include coordinating committee presentations, supporting fiduciary reviews, and collaborating with sales and fiduciary teams to ensure compliant asset acceptance and reporting.

Qualifications

• Bachelor's degree or higher required.
• 5+ years of industry-relevant experience.
• Experience with fiduciary administration and estate planning is a plus.

Responsibilities

• Make decisions on new business assets, including closely-held assets and related fiduciary issues.
• Coordinate asset acceptance, administration plans, and committee presentations.

Skills

Capital Management

Corporate Finance

Economic Policy

Financial Accounting

Investment Management

Management Reporting

Meeting Organization

Revenue Recognition

Trading Strategies

Education

Bachelors

LL.M or relevant certifications

Job description

PNC is seeking a Closely Held Business Advisor III for the Private Bank, based in a PNC office location. The role involves handling closely-held assets, fiduciary considerations, and complex asset administration within a client-focused team.

Responsibilities include coordinating committee presentations, supporting fiduciary reviews, and collaborating with sales and fiduciary teams to ensure compliant asset acceptance and reporting.