The role involves maintaining client relationships by coordinating the administration of complex fiduciary, investment management, and estate settlement accounts
Job Summary
The role involves maintaining client relationships by coordinating the administration of complex fiduciary, investment management, and estate settlement accounts.
Northern Trust is a Fortune 500 company with over 130 years of experience serving the world's most sophisticated clients.
The position requires an office-based presence to effectively perform duties and collaborate with the Client Support Services Team.
Matching Summary
The role involves maintaining client relationships by coordinating the administration of complex fiduciary, investment management, and estate settlement accounts.
Skills & Requirements
Must-have
In-depth knowledge of personal trust services
Experience with estate settlement processes
Strong verbal and written communication skills
Proficiency in financial systems like Workday
Ability to coordinate complex client transactions
Nice-to-have
Proven ability to mentor junior employees
Creative approach to process improvement
Flexible and adaptable work style
Experience with business development activities
Strong analytical and problem-solving skills
Key Requirements
5-7 years' experience in financial servicing
College or University degree preferred
Working knowledge of governing documents and account agreements