Investment Associate

NRT (National Revenue Tax)

Naples, FL, United States
Onsite
High proficiency in microsoft excel
Investment product knowledge
Client service and communication
Northern Trust is a globally recognized, award-winning financial institution with over 130 years of experience serving sophisticated clients

Job Summary

  • Northern Trust is a globally recognized, award-winning financial institution with over 130 years of experience serving sophisticated clients.
  • The Investment Associate supports Portfolio Advisors by preparing client presentations, processing transactions, and ensuring adherence to investment guidelines.
  • Northern Trust offers a flexible and collaborative work culture with opportunities for career growth and a commitment to community service.

Matching Summary

Northern Trust is a globally recognized, award-winning financial institution with over 130 years of experience serving sophisticated clients.

Skills & Requirements

Must-have

  • High proficiency in Microsoft Excel
  • Investment product knowledge
  • Client service and communication
  • Attention to detail
  • Onsite office-based work

Nice-to-have

  • Strong analytical and organizational skills
  • Team collaboration
  • Ability to learn new computer systems quickly

Key Requirements

  • Previous financial services experience
  • Coursework towards CFA or CFP designation
  • Excellent oral and written communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter