Senior Estate Settlement Strategist

fairygodbossIndianapolis, INyesterday

Occupations

Personal Financial Advisors Investment Fund Managers Project Management Specialists

Industries

Trusts, Estates, and Agency Accounts Trust, Fiduciary, and Custody Activities Portfolio Management and Investment Advice

PNC is seeking a Senior Estate Settlement Advisor based in Indianapolis, IN with responsibilities spanning complex estate administration and fiduciary leadership within the Private Bank organization. You will execute estate documents, coordinate tax filings, and collaborate with Centers of Influence while guiding a team on fiduciary strategy and compliance. This role emphasizes client relations and strategic estate planning for high-net-worth portfolios.

Apply now

Level

SeniorL5

Location

Indianapolis, IN

Occupation

Personal Financial Advisors

Industry

Trusts, Estates, and Agency Accounts

Posted

yesterday

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