Senior Estate Settlement Strategist
fairygodbossIndianapolis, IN
yesterday
Industries
Trusts, Estates, and Agency AccountsTrust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceAbout the role
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.
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JOB OVERVIEW
Experience level
Senior
Location
Indianapolis, IN
Occupation
Personal Financial Advisors
Industry
Trusts, Estates, and Agency Accounts
Posted
yesterday
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