PNC Financial Services·8 days ago
8 days ago
Senior Estate Settlement Advisor - Private Bank
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What you'll do
- Engage in fiduciary decision-making
- Manage complex estate settlements for private clients
- Oversee estate administration
- Provide expert guidance on trusts and legal requirements
What they're looking for
- Strong background in estate settlement and fiduciary responsibilities
- Experience in fiduciary decision-making and managing complex estate settlements for private clients
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Take on the role of Senior Estate Settlement Advisor, where you will engage in fiduciary decision-making and manage complex estate settlements for private clients. Oversee estate administration and provide expert guidance on trusts and legal requirements. Ideal for experienced professionals with a strong background in estate settlement and fiduciary responsibilities.
Skills
- estate administration
- fiduciary decision-making
- trust administration
- tax planning
- financial planning
- risk assessment
- relationship management
- business development
- account management
- problem solving
- regulatory compliance
- investment management
- revenue recognition
- legal practices
- real estate settlements
- decision making
- sales opportunity identification
- business retention
- market authority
Company
PNC Financial Services
Cincinnati, United States of America
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