Washington, District Of Columbia

PNC External

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Job Profile

Position OverviewAt 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 Portfolio and Trust Support Administrator within PNC Private Bank organization, you will be based in our Washington, DC office.

You will partner with two Senior Investment Advisors.

The Portfolio & Trust Administrator (PTA) is a trusted partner to the Fiduciary Advisor (FA) and Investment Advisor (IA) within the PNC Private Bank team. The Portfolio & Trust Administrator (PTA), together with the FA, IA and other PNC Private Bank team members, will help our clients achieve and maintain financial success. The PTA partners with the FA/IA to ensure that our accounts are administered in accordance with the governing instrument, state law and PNC Policies, Procedures and Processes. The PTA interacts with FAs, IAs and other internal team members to take ownership and provide prompt resolutions on administrative, risk, compliance and account specific activities. The PTA will possess a full understanding of the clients/family relationships with the assigned FA's & IA's book of business.

Job Description

  • Engages in investment and fiduciary administrative activities under the supervision of the Investment Advisor and Fiduciary Advisor. Assists with activities required by PNC or governing document in which PNC serves as trustee, guardian or agent. Assists with compliance of all legal and fiduciary regulations, policies and procedures.
  • Utilizes the full breadth of the fiduciary platform and systems in order to support the investment management and fiduciary business. Performs common processing and ensures compliance with standard regulations and processes. Assist with the administration of assigned accounts in accordance with documents, state law, policy and procedure.
  • Communicates with Investment Advisor and Fiduciary Advisor to solve problems, and escalate anticipated or known client issues/concerns
  • Customizes customer communications or presentations to meet client needs for assigned accounts. Provides basic reporting to assist with advisor or committee review.
  • Assists with the maintenance and growth of assets under management by working with relationship team. Supports efforts to identify other bank products and services that would benefit client. May perform general administrative support.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • 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.
CompetenciesAccount Management - Knowledge of account management practices, tasks, and tools and ability to provide services and support to key clients.Accuracy and Attention to Detail - Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.Business Development - Knowledge of and ability to use tools, techniques and processes for exploring and developing potential areas of business growth for the organization.Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.Fiduciary Responsibilities - Knowledge of tools and facilities for fiduciary products and services; ability to design, develop, and support fiduciary responsibilities and transactions.Investment Management - Knowledge of and ability to utilize the tools, techniques, and acceptable business practices associated with managing a client's various investments.Problem Solving - Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.Work ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 4+ years of related business or functional experience. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.EducationAssociates (Required)

Additional Job Description


PNC offers employees 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; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

Disability Accommodations Statement:

The PNC workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4: Recruiting or contact us via email at pathfinder@pnc.com.

The Human Resources Service Center hours of operation are Monday - Friday 9:00 AM to 5:00 PM ET.

Equal Employment Opportunity (EEO):

PNC 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.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Washington, District Of Columbia


A Workplace that Welcomes Everyone
At PNC, we’ve built a culture based on respect, integrity and inclusion. A culture that’s open to new ideas, new insights and new voices. A culture where everyone can truly be themselves and make their thoughts and opinions known – it’s our differences that give us strength and make us who we are today. Here, you’re empowered and encouraged to make an impact on the world around you while being your most authentic self.
Investing in Our Employees

Attracting, recruiting and retaining a diverse workforce is essential to our success, providing us with a wealth of skills and ideas, increasing employee engagement and tying us closer to the communities we serve.

Embracing a Culture of Diversity

We champion a culture where employees feel confident presenting their ideas and are valued for their abilities.

Building Bridges With Our Customers & Communities

By deepening relationships with our diverse customers and markets, we identify and navigate new marketplace opportunities and improve the customer experience.

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