Estate Settlement Advisor Sr.

5 days ago


Louisville, Kentucky, United States PNC Full time
Job Title: Estate Settlement Advisor Sr.

PNC is seeking a highly skilled Estate Settlement Advisor Sr. to join our team. As a key member of our Estate Settlement team, you will be responsible for providing expert guidance and support to clients and their families during the estate settlement process.

Key Responsibilities:
  • Provide comprehensive estate administration services, including asset discovery, appraisal, and management.
  • Oversee the preparation of tax returns and court filings, ensuring compliance with all relevant laws and regulations.
  • Engage with external professionals, such as attorneys and accountants, to ensure seamless estate administration.
  • Develop and maintain strong relationships with clients and their families, providing exceptional customer service and support.
  • Stay up-to-date with changing laws and regulations, ensuring that clients receive the best possible advice and guidance.
Requirements:
  • Bachelor's degree in a relevant field, such as law, accounting, or business.
  • Minimum 8 years of experience in estate administration, trust management, or a related field.
  • Strong knowledge of estate planning, tax laws, and regulations.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients, families, and external professionals.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
What We Offer:
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • The chance to make a meaningful difference in the lives of our clients and their families.

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