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 Associate Portfolio and Trust Administrator within PNC's Private Bank organization, you will be based in Erie, PA. This position may also be located in the Sharon, PA or Meadville, PA offices. can be based in Bethlehem or Scranton, PA.

Responsibilities require time in the office or in the field on a regular basis, with some responsibilities performed remotely at manager’s discretion. .

The Portfolio & Trust Administrator (PTA) is a trusted partner to the Fiduciary Advisor (FA) within the PNC Private Bank team. The Portfolio & Trust Administrator (PTA), together with the FA and other PNC Private Bank team members, will help our clients achieve and maintain financial success. The PTA partners with the FA to ensure that our accounts are administered in accordance with the governing instrument, state law and PNC Policies, Procedures and Processes.

The PTA interacts with FAs, other internal team members, and clients to take ownership and provide prompt resolutions on administrative, risk, compliance, and assigned account specific activities. The PTA will possess a full understanding of the clients/family relationships with the assigned FA’s book of business.

The ideal candidate will meet the following qualifications:

- Must be detail oriented
- Must be able to easily adapt to change and prioritize tasks
- Must be organized and able to focus on completely work by an assigned deadline
- Must be proactive and have an interest in taking on additional responsibilities and growing career

Job Description

• Engages in investment and fiduciary administrative activities under the direction and oversight of an Investment Advisor and Fiduciary Advisor. Executes activities required by PNC or governing document in which PNC serves as trustee, guardian or agent. Assists with compliance of all legal and fiduciary regulations, policies and procedures.
• Utilizes the full breadth of the fiduciary platform and systems in order to support the investment management and fiduciary business and assure the highest level of risk management control and compliance. Administers assigned accounts in accordance with documents, state law, policy and procedure.
• Responsible for risk management and the resolution of legal and compliance related issues for assigned accounts. Communicates with Investment Advisor and Fiduciary Advisor, solves problems, and escalates anticipated or known client issues/concerns
• Customizes customer communications or presentations to provide investment and/or fiduciary advice to meet client needs for assigned accounts. Prepares appropriate analysis and recommendations for advisor or committee review.
• Assists with the maintenance and growth of assets under management by working with relationship team. Supports efforts to identify other bank products and services that would benefit client.

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