Business Unit Administrator

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

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

The Key Responsibilities Of The Role Inclue

• Under direct supervision responsible for providing administrative, operational, logistical and project support across multiple business units on an ongoing basis.
• Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow-up.
• Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
• Participates in inter-discipline training within the office/region. Acts as a technical resource or expert for other account managers on process or procedures for delivery of service.
• Participates in the planning and administration of the business unit.
• Collects, compiles, and analyzes data and information for reports and presentations for the department.
• Runs and creates formal reports for business unit. Updates manuals, procedures, etc.
• Responsible for identifying and resolving problems within established guidelines.
• Expected to use some initiative but refer more complex problems to supervisors/experts.
• Works effectively as a team member but also independently.
• Working towards becoming proficient in all areas of the job.

The Successful Candidate Will Benefit From Having

• Good oral and written communication skills.
• Basic Functional / Industry Knowledge.
• Analytical and problem solving skills.
• Technical skills / systems knowledge (e.g. Peoplesoft, Microsoft Office).
• Previous years of experience, or equivalent, in financial servicing/accounting fields with client servicing background.

In office

This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite. 1485 E Valley, Ste 7, Montecito, 93108

Salary Range

$64,170 - 102,810 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.