Senior Estate Settlement Fiduciary Advisor

PNC Financial Services Group, Inc.; Springfield (IL); On-site; USD 80,000 - 198,375; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company match

Pension and stock purchase plans

Job summary

PNC Financial Services Group, Inc. is seeking an experienced Senior Estate Settlement Advisor for its Private Bank. This role focuses on fiduciary decision-making, executing terms of wills and trusts, and managing complex estate administrations in a high-sophistication book of business.

The position involves coordination of tax filings, court requirements, and collaboration with Centers of Influence. A strong background in fiduciary law, real estate settlements, and risk assessment is preferred,

Qualifications

• Bachelor's degree required for consideration.
• Experience in fiduciary or estate settlement contexts preferred.
• Strong analytical and communication skills essential.

Responsibilities

• Engages in fiduciary decision-making and executes terms of wills or trusts where PNC serves as executor or trustee.
• Manages complex estate administration, including assets, liquidity, and beneficiary conflicts.
• Coordinates tax filings and court-related administrative tasks for estates.
• Provides fiduciary guidance and relationships management within Private Bank.
• Identifies and pursues opportunities to support business retention and growth.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking an experienced Senior Estate Settlement Advisor for its Private Bank. This role focuses on fiduciary decision-making, executing terms of wills and trusts, and managing complex estate administrations in a high-sophistication book of business.

The position involves coordination of tax filings, court requirements, and collaboration with Centers of Influence. A strong background in fiduciary law, real estate settlements, and risk assessment is preferred,