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Estate Settlement Specialist

2 months ago

Washington, Washington, D.C., United States PNC Financial Services Group Full time
About the Role

PNC Financial Services Group is seeking a highly skilled Estate Settlement Specialist to join our team. As a key member of our organization, you will be responsible for providing expert estate administration and related relationship management services to our clients.

Key Responsibilities
  • Engage in fiduciary decision-making by executing the terms of governing documents, including estate settlement trusts and other estate-related trusts.
  • Provide estate administration and related relationship management services for complex estates, serving as a specialized fiduciary expert for estates in those relationships.
  • Administer complex estate administrations, including addressing special assets, liquidity, and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations; and meeting all administrative and legal deadlines.
  • Ensure and coordinate the preparation of appropriate tax returns and court or other state-required filings for the estate and the decedent.
  • Work with external entities to understand, contribute to, and implement fiduciary/tax planning strategies and assess financial planning impacts for the beneficiaries.
Requirements
  • University/college degree in a relevant field, with 3+ years of relevant/direct industry experience.
  • Strong knowledge of fiduciary responsibilities, estate administration, and tax planning.
  • Excellent communication and problem-solving skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
What We Offer

PNC Financial Services Group offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include:

  • 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, and stock purchase plans
  • Dependent care reimbursement account
  • Back-up child/elder care
  • Adoption, surrogacy, and doula reimbursement
  • Educational assistance, including select programs fully paid
  • A robust wellness program with financial incentives
Equal Employment Opportunity

PNC Financial Services Group provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.