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Portfolio Administrator
PNC. Execute account administration for PNC Private Bank Investment Management, IRA, and other non-trust accounts in compliance with legal and fiduciary regulations, policies, and procedures .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong account management capabilities with a focus on compliance with legal and fiduciary regulations. Exhibits effective communication and problem-solving skills while maintaining accuracy and attention to detail in administrative tasks.
Highest-signal resume keywords
Account ManagementFiduciary ResponsibilitiesEffective CommunicationsProblem-Solving SkillsAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Tools & Technologies
PNC Private Bank Systems
Industry Keywords
Investment ManagementComplianceRisk ManagementAdministrative Account ReviewsGoverning DocumentsState LawAMG Policy and Procedure
About the role
Key responsibilities & impact- Execute account administration for PNC Private Bank Investment Management, IRA, and other non-trust accounts in compliance with legal and fiduciary regulations, policies, and procedures
- Administer assigned accounts according to governing documents, state law, and AMG policy and procedure
- Complete administrative account reviews and activities
- Resolve routine issues with minimal complexity
- Use PNC Private Bank systems to support investment management of a limited portfolio of relatively low-complexity, low-fiduciary-risk accounts
- Engage in investment support and administrative activities for the investment management business, depending on business segment
- Collaborate with internal partners to solve problems
- Escalate anticipated or known account/client issues and concerns
- Maintain customer focus and manage risks in accordance with PNC's Enterprise Risk Management Framework
Requirements
What you’ll need- University/college degree typically required, or a comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
- Less than 1 year of professional experience typically required and/or successful completion of a formal development program
- Knowledge of account management
- Accuracy and attention to detail
- Effective communications
- Knowledge of fiduciary responsibilities
- Problem-solving skills
- No required certifications
- No required licenses
- No required or preferred language assessments
- Must not require employment visa sponsorship; PNC will not participate in STEM OPT for this position
Benefits
Comp & perks- 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 plan
- Stock purchase plan
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- Robust wellness program with financial incentives
- 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