Senior Estate Settlement Leader – Fiduciary & Trust Expert

PNC Financial Services Group, Inc.; Springfield (IL); On-site; USD 112,000 - 229,000; Full time

Benefits offered by this job

Comprehensive benefits package

401(k) with company match

Job summary

PNC Financial Services Group, Inc. is seeking an experienced Senior Estate Settlement Advisor to handle complex estate administration as a fiduciary expert within the Private Bank.

You will base in multiple locations including Indianapolis, IN, Bloomington, IL, Houston, TX, and Springfield, IL, and contribute to strategic tax planning and regulatory compliance. The role emphasizes leadership in estate settlements, client relationship management, and collaboration with leadership to guide

Qualifications

• Bachelor's degree required; advanced degrees or certifications desirable.
• Industry experience with estate settlements and fiduciary services preferred.
• 8+ years of relevant work experience in fiduciary responsibilities.

Responsibilities

• Engage in fiduciary decision-making as executor or trustee for complex estates.
• Manage estate administration including assets, valuations, and filings deadlines.
• Coordinate tax returns and estate-related filings with guidance from leadership.
• Support business retention and fiduciary relationship management.

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 to handle complex estate administration as a fiduciary expert within the Private Bank.

You will base in multiple locations including Indianapolis, IN, Bloomington, IL, Houston, TX, and Springfield, IL, and contribute to strategic tax planning and regulatory compliance. The role emphasizes leadership in estate settlements, client relationship management, and collaboration with leadership to guide