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Portfolio Administrator

$52.5k - $87.5k

PNC Financial Services Group

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 Portfolio Administrator within PNC's Private Bank Connect organization, you will be based in Pittsburgh, PA, Cleveland, OH, or potentially other in‑office Private Bank hub locations. Portfolio Administrator will have client interaction and be responsible for a variety of administrative account activities. Some daily duties may include account maintenance, account titling, account reporting, closing accounts, reviewing legal documents, and other administrative duties. Ideal candidate will have strong attention to detail and a strong focus on time management. Job Description Responsible for the proper and consistent execution of account administration of PNC Private Bank Investment Management, IRA, and other Non‑Trust Accounts in compliance with legal and fiduciary regulations, policies and procedures. Perform the administration of assigned accounts in accordance with governing documents, state law, and AMG policy and procedure. Complete administrative account reviews and activities and resolve routine issues with minimal complexity. Utilize the full breadth of the PNC Private Bank systems to support the investment management of a limited portfolio of accounts with relatively low complexity and fiduciary risk. Depending on business segment, may also engage in investment support and administrative activities for the investment management business. Collaborate with internal partners to solve problems, and escalates anticipated or known account/client issues and concerns. Maintain communication with clients regarding account status and any necessary documentation. Qualifications University/college degree with less than 1 year of professional experience or completion of a formal development program; or a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered. Strong account management skills, accuracy and attention to detail. Effective communication and problem‑solving abilities. Knowledge of fiduciary responsibilities and regulatory requirements. Pay Transparency Base Salary: $52,500.00 – $87,500.00. 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. Benefits Medical and prescription drug coverage (with a Health Savings Account feature). Dental and vision options. Employee and spouse/child life insurance. Short‑term and long‑term disability protection. 401(k) with PNC match, pension and stock purchase plans. Dependent care reimbursement account; backup child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid. Robust wellness program with financial incentives. Paid time off: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year (unless otherwise required by law); 15 to 25 vacation days each year, depending on career level and years of service. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io . 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 View phone number on click.appcast.io 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Privacy Notice (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. Legal Requirements This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. #J-18808-Ljbffr

Vacancy posted 1 day ago
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