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PNC Financial Services

Runs a national bank for people and businesses

Portfolio Administrator

Finance & BankingConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A university or college degree is typically required, although a comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead.
  • The role typically requires less than one year of professional experience or successful completion of a formal development program.
  • Candidates must demonstrate appropriate knowledge, skills, and abilities for the role, including account management, accuracy and attention to detail, effective communications, fiduciary responsibilities, and problem solving.

Responsibilities

  • Execute the administration of PNC Private Bank Investment Management, IRA, and other non-trust accounts consistently and in compliance with legal and fiduciary regulations, policies, and procedures.
  • Administer assigned accounts in accordance with governing documents, state law, and Asset Management Group policies and procedures.
  • Complete administrative account reviews and activities and resolve routine, low-complexity issues.
  • Use PNC Private Bank systems to support investment management for a limited portfolio of accounts with relatively low complexity and fiduciary risk.
  • Depending on the business segment, engage in investment support and administrative activities for the investment management business.
  • Collaborate with internal partners to solve problems and escalate anticipated or known account or client issues and concerns.
  • Apply customer-focused knowledge and practices to prioritize customer needs and satisfaction in business decisions and develop customized customer solutions.
  • Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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