As a Sales Assistant within PNC Wealth Management, you will provide sales, service, and execution support for new and ongoing client relationships, gathering documentation, preparing and reviewing documents, and performing common processing tasks.
Requirements
- Gathers required documentation
- Prepares, reviews and verifies documents and relevant information for accuracy
- Performs common processing and ensures compliance with standard regulations and processes
- May administer implementation plans
- Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary
- Initiates, updates and verifies client, account, or transaction details in relevant systems/applications
- Provides reports as needed
- May perform general administrative support
Benefits
- 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
- wellness program with financial incentives
- maternity and/or parental leave
- 11 paid holidays each year
- 9 occasional absence days each year
- between 15 to 25 vacation days each year