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Job Profile
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a Closely-Held Asset Administrator Senior with the Closely Held Asset Group of the Asset Management Group, you may be based anywhere within the PNC footprint. Candidates with a great deal of fiduciary knowledge, who are comfortable with governing documents and administration with an interest in expanding their current knowledge of Closely Held Business, are strongly preferred.Job Description- Monitors, coordinates, interprets and processes financial and non-financial information on a monthly basis relating to closely-held, defined as non-publicly traded, assets held within Investment Management and Trust accounts. Performs approval and onboarding of new closely-held assets as well as the disposition of those assets. May provide guidance to other team members.
- Conducts reviews of assigned closely-held business assets, including more complex assets or relationships, held within wealth accounts and makes investment/fiduciary recommendations related to the assets for presentation at the monthly committee meeting.
- Works with various internal partners to help support the acquisition, accurate reporting and sale of assigned closely-held assets and is often the lead for these relationships.
- At acquisition, reviews the more complex assets, including reviews of financial information, governing instruments and related business documents, to determine whether a closely-held asset can be accepted into a specific account.
- Provides compliance-based reporting for assets that have been flagged as exceptions.
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Vacancy caducado!