Senior Estate Settlement Advisor – Private Banking

PNC Financial Services Group, Inc.; Millburn (NJ); Presencial; USD 134 000 - 250 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical coverage

Dental & Vision options

Life insurance

Disability protection

401(k) with match

Pension and stock purchase plans

Dependent care reimbursement

Back-up child/elder care

Education assistance

Wellness program

Resumo da oferta

PNC Financial Services Group, Inc. is seeking a Senior Estate Settlement Advisor for the Millburn, NJ area. This fiduciary specialist will execute will/trust terms, manage complex estates, and collaborate with Centers of Influence to support estate settlement services.

The role requires deep knowledge of estate administration, tax planning insights, and the ability to coordinate deadlines and court filings while advancing client relationships within PNC Private Bank.

Qualificações

• Experience in estate settlement and fiduciary actions.
• Ability to manage complex estates, trusts and related tax filings.
• Knowledge of fiduciary/tax planning strategies and regulatory requirements.

Responsabilidades

• Execute terms of wills/trusts where PNC serves as executor or trustee.
• Provide estate administration and relationship management for complex estates.
• Coordinate tax filings and court-related requirements for estates.

Conhecimentos

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Account Management

Accuracy & Detail

Business Development

Effective Communications

Fiduciary Responsibilities

Problem Solving

Regulatory Environment

Selling

Formação académica

Bachelor's degree

Descrição da oferta de emprego

PNC Financial Services Group, Inc. is seeking a Senior Estate Settlement Advisor for the Millburn, NJ area. This fiduciary specialist will execute will/trust terms, manage complex estates, and collaborate with Centers of Influence to support estate settlement services.

The role requires deep knowledge of estate administration, tax planning insights, and the ability to coordinate deadlines and court filings while advancing client relationships within PNC Private Bank.