Senior Fiduciary Services Review Specialist
Home Location-PA (PAH01)
As a Senior Fiduciary Services Review Specialist within PNC's Private Bank organization, you will be based in a home office location. You will work with the Central Account Review Team using the Siebel workflow and OnBase imaging systems to perform your assigned tasks. You will report to the manager of the Central Account Review Team. Your hours will be Monday through Friday, regular business hours or additional time as required.
The job duties for this position are twofold and will include both Document Reviews and Account Reviews.
Document Review duties include but are not limited to the following:
Complete Document Review for all new and potential Trust and Estate accounts where PNC Private Bank is appointed Trustee or Executor. Additionally, Amendments and Restatements for existing Trust accounts are reviewed by Document Review. This review involves an in-depth review of the documents governing the administration of the proposed account (Trust Agreement and/or Will), any additional supporting documents (Non-Judicial Settlement Agreements, Death Certificates, etc.), and identifying any risk that may be associated with administering the account. During this process, the Document Reviewer will initiate the account opening service request, complete a document review checklist, account coding form and successor fiduciary review checklist, as appropriate. The Document Reviewer will also identify qualified beneficiaries in irrevocable accounts to ensure that PNC complies with duty to notify. Once the review is complete, the Document Reviewer will create a detailed summary letter for the front office team.
Account Review duties include but are not limited to the following:
Conduct quality and risk related full reviews of assigned existing Trust and Estate accounts to ensure proper system coding, validate client direction and ensure on-going appropriate administration in accordance with Trust Policy and Procedures in an effort to monitor compliance.
As a Document Reviewer and/or Account Reviewer, you may participate in occasional meetings with Advisors and Fiduciary Market Managers/Fiduciary Directors to discuss risks associated with administering an account and provide clarity and guidance around questions and concerns with policy or regulatory requirements that are perceived to inhibit service to …
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RestrictionsMay not be available in all geographic locations Not available in all geographic locations Position may not be available in all geographic locations Remote position This position may not be available in all geographic locations Work may be performed from a quiet, confidential space in a home location, approved by PNC
Benefits/PerksDental and vision options Dependent care reimbursement Disability protection Incentive eligible Inclusive workplace Inclusive workplace culture Life Insurance Opportunity for contribution Pension Remote position Remote work Stock purchase plans Vision options
Tasks- Compliance monitoring
- Risk Assessment
Accuracy and Attention to Detail Attention to detail Business Objectives Compliance Credit Credit Risk Critical thinking Customer Needs Customer solutions Decision making Decision Making and Critical Thinking Documentation Document review Effective Communications Flexibility Flexibility and Adaptability Managing Multiple Priorities OnBase Operational risk Organization Problem Resolution Risk Management
Experience5 years
Education