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Estate Settlement Specialist

2 months ago

Louisville, Kentucky, 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 Private Bank organization, you will be responsible for managing all aspects of estate administration and related relationship management services.

Key Responsibilities
  • Provide Estate Administration Services: Engage in fiduciary decision-making by executing the terms of any will or document in which PNC serves as executor or trustee, including estate settlement trusts and other estate-related trusts.
  • Manage Complex Estates: Address special assets, liquidity, and concentrated holdings; assist in resolving family/beneficiary conflicts; preserve and conserve estate assets overall; obtain accurate valuations and meet all administrative and legal deadlines.
  • Collaborate with External Entities: Work with external entities to understand, contribute to, and implement fiduciary/tax planning strategies and assess financial planning impacts for beneficiaries.
  • Administer Estate Settlement Trusts: Ensure and coordinate the preparation of appropriate tax returns and court or other state-required filings for the estate and the decedent.
  • Provide Subject Matter Expertise: Serve as a subject matter resource for the estate settlement team, fiduciary, and market leadership; may serve as a point of escalation for problem resolution and stand as a proxy for fiduciary leadership.
Requirements
  • Education: Bachelor's degree in a relevant field, such as law, accounting, or business.
  • Experience: 8+ years of experience in estate administration, trust services, or a related field.
  • Skills: Strong knowledge of fiduciary law, estate planning, and tax planning; excellent communication and problem-solving skills; ability to work independently and as part of a team.
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, 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, and a robust wellness program with financial incentives.