Fiduciary Account Specialist — Wealth Management Advisory

ntrs; Wilmington (DE); On-site; USD 95,000 - 125,000; Full time

Job summary

Northern Trust in Wilmington, DE seeks a Fiduciary Account Manager to support/servicing team client relationships by coordinating administration of complex fiduciary accounts, responding to client inquiries, producing action plans and reports, and overseeing transaction processing with the Client Support Services Team.

You will assist Wealth Management Trust Advisors and related teams, contributing to business development and client presentations, while serving as a mentor and SME within the

Qualifications

• Excellent oral and written communication skills
• In-depth knowledge of personal trust, estate, guardian and advisory services
• Knowledge of internal bank trust functions
• Analytical, problem solving, and organizational skills
• Ability to work independently
• College degree and/or relevant work experience

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
• Develops and maintains knowledge of governing documents and account agreements.
• Receives service requests from clients and partners, communicates to service partners; gathers information to facilitate service changes.
• Oversees action plans for client servicing events and communicates progress to clients.
• Engages Client Support Services Team on execution of client servicing events, account opening/closing, cash movement, and fee set-ups.
• Identifies service efficiency improvements and process enhancements.
• Mentors junior staff and serves as SME in area of expertise.

Skills

Trust expertise

Analytical skills

Communication skills

Problem solving

Independence

PeopleSoft

Estate knowledge

Account management

Education

Bachelor's degree

Tools

PeopleSoft

Job description

Northern Trust in Wilmington, DE seeks a Fiduciary Account Manager to support/servicing team client relationships by coordinating administration of complex fiduciary accounts, responding to client inquiries, producing action plans and reports, and overseeing transaction processing with the Client Support Services Team.

You will assist Wealth Management Trust Advisors and related teams, contributing to business development and client presentations, while serving as a mentor and SME within the