Estate Settlement Advisor Senior - 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 a Senior Estate Settlement Advisor, you will work within the PNC Private Bank organization. You will be based in one of the following PNC Private Bank office locations: Palm Beach Gardens, Boca Raton, Fort Lauderdale, Orlando, or Vero Beach, Florida.

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, 4810).
• 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.

Preferred Qualification: 10 years of experience or JD preferred.

• 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.

Competencies

Account Management - Knowledge of account management practices, tasks, and tools and ability to provide services and support to key clients.

Accuracy and Attention to Detail - Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.

Business Development - Knowledge of and ability to use tools, techniques and processes for exploring and developing potential areas of business growth for the organization.

Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Fiduciary Responsibilities - Knowledge of tools and facilities for fiduciary products and services; ability to design, develop, and support fiduciary responsibilities and transactions.

Problem Solving - Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.

Regulatory Environment - Financial Services - Knowledge of and ability to help an organization adapt to applicable federal, state, local, and company-specific regulations, policies, and guidelines affecting business practices.

Selling. - Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.

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 and experience (including military service) may be considered.

Education

Bachelors

Additional Job Description

Benefits

PNC offers employees 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; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

Disability Accommodations Statement:

The PNC workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4: Recruiting or contact us via email at pathfinder@pnc.com.

The Human Resources Service Center hours of operation are Monday - Friday 9:00 AM to 5:00 PM ET.

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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