Estate Settlement Advisor Sr

* Engages 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. Acts as a market or region estate settlement authority. Provides estate administration and related relationship management services for the most complex estates in an assigned book of business and serves as a specialized fiduciary expert for estates in those relationships.
* Engages in the most complex estate administration, 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. Supports the estate settlement business both internally and with Centers of Influence.
* Works with external entities to understand, contribute to and implement fiduciary/tax planning strategies and assess financial planning impacts for the beneficiaries. Engages in business-retention and sales opportunities.
* Ensures and coordinates the preparation of appropriate tax returns and court or other state-required filings for the estate and the decedent. Administers estate settlement trusts and other estate- related trusts.
* Serves 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. Assists in determining work assignments of other estate settlement advisors.

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