Estate Settlement Advisor Sr
Company: PNC Financial Services Group, Inc.
Location: Washington
Posted on: October 16, 2024
Job Description:
Estate Settlement Advisor Sr Apply locations DC - Washington
(20006) time type Full time posted on Posted 2 Days Ago job
requisition id R175587 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 DC 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 serves 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. May serve as a point of
escalation for problem resolution and stand as a proxy for
fiduciary leadership. 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. 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) Pay Transparency Base Salary:
$104,000.00 - $224,250.00. Salaries may vary based on geographic
location, market data and on individual skills, experience, and
education. This role is incentive eligible with the payment based
upon company, business and/or individual performance. Application
Window Generally, this opening is expected to be posted for two
business days from 10/10/2024, although it may be longer with
business discretion. 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 pncbenefits.com > New to PNC. Disability Accommodations
Statement If an accommodation is required to participate in the
application process, please contact us via email at
AccommodationRequest@pnc.com. 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 877-968-7762 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 Refer to the California Consumer Privacy Act
Privacy Notice to gain understanding of how PNC may use or disclose
your personal information in our hiring practices.
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Keywords: PNC Financial Services Group, Inc., Frederick , Estate Settlement Advisor Sr, Other , Washington, Maryland
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