Trust Advisor

Northern Trust

Not specified; not specified; not specified
**
7-10 years fiduciary servicing experience
Knowledge of trust and tax law
Experience managing wealth management clients
** Northern Trust is seeking a Trust Advisor to manage fiduciary and agency client relationships, ensuring client satisfaction through effective communication and service delivery. The ideal candidate will have extensive experience in fiduciary services and a strong understanding of financial products, with a focus on building and maintaining client relationships. **

Job Summary

  • The role is accountable for overall client satisfaction by coordinating with the service team and leveraging Northern Trust resources to ensure timely execution and issue resolution.
  • Partners will manage an assigned book of wealth management clients while demonstrating deep knowledge of governing documents, fiduciary duties, and applicable laws.
  • Northern Trust offers a flexible and collaborative work culture where movement within the organization is encouraged and senior leaders are accessible.

Matching Summary

Match Score: 75

** Northern Trust is seeking a Trust Advisor to manage fiduciary and agency client relationships, ensuring client satisfaction through effective communication and service delivery. The ideal candidate will have extensive experience in fiduciary services and a strong understanding of financial products, with a focus on building and maintaining client relationships. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 7-10 years fiduciary servicing experience
  • Knowledge of trust and tax law
  • Experience managing wealth management clients
  • Understanding of estate planning techniques
  • Ability to translate complex financial concepts

Nice-to-have

  • Mentoring less experienced partners
  • Building referral sources and centers of influence
  • Flexible and collaborative work culture
  • Proactive guidance on regulatory changes
  • Community and professional organization representation

Key Requirements

  • Bachelor's degree or equivalent relevant experience
  • 7-10 years in fiduciary servicing or estate administration
  • Progress toward CTFA, MBA, JD or similar advanced credentials

Work Rights

Not specified

Tailored Resume

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