Business Unit Admin: Reports, Client Ops & Analytics

Northern Trust; Montecito (CA); On-site; USD 64,170 - 102,810; Full time

Job summary

Northern Trust in Montecito, CA is seeking an office-based administrator to provide cross-functional support across multiple business units. You will assist with client servicing, data gathering and reporting, and help maintain essential business systems and procedures.

Ideal candidates will bring financial services experience, strong communication and analytical skills, and proficiency with Microsoft Office and PeopleSoft.

Qualifications

• Experience in financial servicing or accounting with client servicing background.
• Strong written and oral communication skills.
• Analytical mindset with problem-solving abilities.
• Proficiency with Microsoft Office and PeopleSoft.
• Basic functional/industry knowledge requested.

Responsibilities

• Provide administrative, operational, logistical and project support across multiple business units on an ongoing basis.
• Coordinate action plans for client servicing and ensure execution and follow-up.
• Develop and maintain knowledge of business applications critical to relationship management.
• Participate in inter-discipline training; act as a technical resource for others.
• Participate in planning and administration of the business unit.
• Collect, compile and analyze data for reports and presentations.
• Create formal reports for the business unit and update manuals and procedures.
• Identify and resolve problems within established guidelines; refer complex issues to supervisors.
• Work well as part of a team and independently; strive for proficiency across roles.

Skills

Good communication

Functional knowledge

Analytical skills

Tech skills: PeopleSoft

Financial services exp

Job description

Northern Trust in Montecito, CA is seeking an office-based administrator to provide cross-functional support across multiple business units. You will assist with client servicing, data gathering and reporting, and help maintain essential business systems and procedures.

Ideal candidates will bring financial services experience, strong communication and analytical skills, and proficiency with Microsoft Office and PeopleSoft.