Sr Account Manager, Wm Advisory

Northern Trust

Onsite
In-depth knowledge of personal trust services
Experience in estate and guardianship administration
Ability to coordinate complex fiduciary accounts
This role supports Wealth Management Trust Advisors by coordinating the administration of complex fiduciary accounts for sophisticated clients

Job Summary

  • This role supports Wealth Management Trust Advisors by coordinating the administration of complex fiduciary accounts for sophisticated clients.
  • The position requires developing working knowledge of governing documents and overseeing transaction processing in coordination with the Client Support Services Team.
  • Northern Trust offers a flexible and collaborative work culture where financial strength emboldens partners to explore new ideas.

Matching Summary

This role supports Wealth Management Trust Advisors by coordinating the administration of complex fiduciary accounts for sophisticated clients.

Skills & Requirements

Must-have

  • In-depth knowledge of personal trust services
  • Experience in estate and guardianship administration
  • Ability to coordinate complex fiduciary accounts
  • Strong analytical and problem-solving skills
  • Excellent oral and written communication skills

Nice-to-have

  • Mentoring junior level employees
  • Facilitating business development discussions
  • Proactive process improvement initiatives
  • Flexible and adaptable work style
  • Subject matter expertise in trust products

Key Requirements

  • Minimum 5 years experience in trust administration
  • College or University degree preferred
  • Onsite office-based work required

Work Rights

Not specified

Tailored Resume

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