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 & Trust Administrator within PNC's AMG organization, you will be based in Washington D.C.

This position will be located in the PNC Place office in Washington D.C. The current schedule requires the availability to work in-office 3 days a week, with the opportunity to work from home 2 days a week.

This position will have the following responsibilities:

• Running and reviewing quarterly performance reports
• Review all reports for performance issues and correct and resolve issues
• Additional non-standard report customizations
• Historical performance analysis and client research
• Review historical AA and holdings history, and performance differences relative to benchmarks to answer client questions
• Research existing clients for additional opportunities and organizational changes to support advisors during conversations
• Review current prospective client portfolios
• Construct prospective client proposed portfolio options for advisors as they determine optimal strategies to present to prospects, as well as run forecasting analysis in Morning Star, Wealth Bench, and exposure tools for advisors to evaluate.
• Biannually review client account transaction history to ensure the net additional inflow of assets is accurate and accounts for all withdrawals within the period
• Manage all additional revenue opportunities

Experience with Experience with investment software (Morning Star, Wealth Bench, or other platforms) is preferred.

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 certifications/licensures needed to be successful in this position.

Preferred Skills

Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlemen