Estate Settlement Advisor Sr - PNC Private Bank

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Estate Settlement Advisor, you will work within the PNC Private Bank organization. You will be based in our West Palm Beach, Vero Beach or Fort Lauderdale, FL office.

The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion.

Estate and Trust administrations are faced with intricate and complicated tax and legal matters. When PNC Bank, NA is a named corporate fiduciary or agent, our experienced estate settlement officers offer a skillset to professionally administer estates and trusts, while collaborating with internal and external partners to ensure success and "ease of mind" to all parties involved.

Responsibilities

• Provides estate administration and related relationship management services

to an assigned book of business and serve as a specialized fiduciary expert for

estates in those relationships.

• Engages in fiduciary decision-making by executing the terms of governing

documents, in which PNC serves as executor or trustee. Responsible for

identification, marshalling, and safeguarding of assets. Coordinates appraisals,

creditor reconciliations, distribution of assets pursuant to governing

documents.

• Administers complex estate administrations, including addressing special

assets, liquidity, and concentrated holdings; assisting in resolution of

family/beneficiary conflicts; preserving and conserving estate assets overall;

obtaining accurate valuations and meeting all administrative and legal

deadlines.

• Ensures and coordinates the preparation of appropriate tax returns and court

or other state-required filings for the estate and the decedent. Understanding

of income and estate tax (Forms 706, 706, 1040, 1041, 2848).

• Supports the estate settlement business both internally and with Centers of

Influence. Serves as a point of technical expertise and problem-solving

escalation for the Estate Settlement Advisor team. Works with external

entities to understand, contribute to and implement fiduciary/tax planning

strategies and assess financial planning impacts for the beneficiaries.

Engages in business-retention and sales opportunities and supports estate

settlement advisors in similar activities.

• Serves as a subject matter resource for the estate settlement team, fiduciary

and market leadership. Serves as a point of technical expertise and problem-

solving escalation for the Estate Settlement Advisor team. May serve as a

point of escalation for problem resolution and stand as a proxy for fiduciary

leadership.

Job Description

• Engages in fiduciary decision-making by executing the terms of any will or document in which PNC serves as executor or trustee, including estate settlement trusts and other estate-related trusts. Acts as a market or region estate settlement authority. Provides estate administration and related relationship management services to an assigned book of business and serves as a specialized fiduciary expert for estates in those relationships. Serves as a point of technical expertise and problem solving escalation for the Estate Settlement Advisor team.

• Engages in the most complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations and meeting all administrative and legal deadlines. Supports the estate settlement business both internally and with Centers of Influence.

• Works with external entities to understand, contribute to and implement fiduciary/tax planning strategies and assess financial planning impacts for the beneficiaries. Engages in business-retention and sales opportunities and supports estate settlement advisors in similar activities.

• Ensures and coordinates the preparation of appropriate tax returns and court or other state-required filings for the estate and the decedent. Administers estate settlement trusts and other estate- related trusts.

• Serves as a subject matter resource for the estate settlement team, fiduciary and market leadership. May serve as a point of escalation for problem resolution and stand as a proxy for fiduciary leadership. Assists in determining work assignments of other estate settlement advisors.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments

Competencies

Account Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial Services, Selling.

Work Experience

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (~~~) .

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at ~~~ . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ~~~ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

California Residents

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