Senior Estate & Fiduciary Advisor

PNC Financial Services Group, Inc.; Houston (TX); Presencial; USD 112.000 - 229.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) with PNC match

Paid time off

Descripción de la vacante

PNC Financial Services Group, Inc. in Houston, TX seeks a Senior Estate Settlement Advisor to manage complex estate settlements and fiduciary relationships within the Private Bank organization.

You will be based in Houston, TX, handling estate administration, tax filings, and strategic planning for high-value clients. The role requires a strong background in fiduciary responsibilities, risk management, and collaboration with Centers of Influence, with 8+ years of experience and a Bachelor's

Formación

• University degree required; higher level education desirable.
• Industry relevant experience typically 8+ years.
• Certifications often required or beneficial.

Responsabilidades

• Engages in fiduciary decision-making by executing will/trust terms where PNC serves as executor or trustee.
• Manages complex estate administration including assets, liquidity, and beneficiaries; coordinates with Centers of Influence.
• Collaborates externally on fiduciary/tax planning strategies and assesses financial planning impacts for beneficiaries.

Conocimientos

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Educación

Bachelor's

Descripción del empleo

PNC Financial Services Group, Inc. in Houston, TX seeks a Senior Estate Settlement Advisor to manage complex estate settlements and fiduciary relationships within the Private Bank organization.

You will be based in Houston, TX, handling estate administration, tax filings, and strategic planning for high-value clients. The role requires a strong background in fiduciary responsibilities, risk management, and collaboration with Centers of Influence, with 8+ years of experience and a Bachelor's