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About the role
Key responsibilities & impact- Terminate complex revocable, irrevocable, and other trust accounts
- Prepare schedules to terminate accounts and distribute trust assets
- Ensure beneficiaries receive their shares accurately
- Prepare accountings and distribution schedules
- Disseminate accountings to trust administration, attorneys, beneficiaries, or the appropriate court
- Retrieve, compile, and analyze complex data from various sources for court-mandated requests
- Identify and resolve discrepancies through research, troubleshooting, and analysis
- Review bank fees paid to date in terminating accounts
- Calculate amounts due before final account distribution
- Receive and review legal documents signed in person by beneficiaries
- Manage timing of trust distributions
- Work independently on complex accounting duties
Requirements
What you’ll need- Associates or equivalent degree, or comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
- Typically requires 4+ years of related business or functional experience
- Knowledge of accounting duties and preparation of distribution schedules
- Knowledge of state and local jurisdiction requirements for trust account termination
- Strong math skills; extensive work with numbers
- Detail-oriented
- Strong communication skills with service partners
- Analytical thinking
- Bookkeeping
- Budget management
- Cash flow statements
- Credit risk analysis
- Generally Accepted Accounting Principles (GAAP)
- Managerial finance
- Public accounting
- Researching
- Accuracy and attention to detail
- Data gathering and reporting
- Effective communications
- Financial record keeping
- Financial reporting
- Information capture
- Knowledge of a specific financial or accounting system
- Working with Microsoft Office
- Must be based in either Pittsburgh, Pennsylvania or Philadelphia, Pennsylvania
- Must go into either a Pittsburgh or Philadelphia office monthly for team meetings
- PNC will not provide sponsorship for employment visas or participate in STEM OPT
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