Operations & Client Services Administrator

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

Job summary

Northern Trust is seeking a Business Unit Administrator in Montecito, CA, reporting to the office-based team. The role focuses on providing administrative, operational, logistical and project support across multiple business units.

You will develop action plans for client servicing, maintain knowledge of client tools, and collaborate across disciplines to ensure execution and follow-up. The position emphasizes strong communication, analytical skills, and proficiency in PeopleSoft and Microsoft

Qualifications

• Excellent written and verbal communication skills.
• Familiarity with financial services or accounting workflows.
• Strong analytical and problem-solving abilities.
• Proficient in PeopleSoft and Microsoft Office.
• Experience in client servicing is preferred.

Responsibilities

• Provide administrative, operational, logistical and project support across multiple business units.
• Develop action plans for client servicing and coordinate across disciplines.
• Maintain working knowledge of client online tools.
• Participate in inter-discipline training.
• Serve as a technical resource for other account managers.
• Assist in planning and administration of the business unit.
• Collect, compile, and analyze data for reports.
• Run and create formal reports; update manuals and procedures.
• Identify and resolve problems within guidelines; escalate as needed.
• Work effectively as a team member and independently.
• Aim to become proficient in all areas.

Skills

Communication skills

Analytical thinking

Problem solving

Technical skills

Financial services experience

Tools

PeopleSoft

Microsoft Office

Job description

Northern Trust is seeking a Business Unit Administrator in Montecito, CA, reporting to the office-based team. The role focuses on providing administrative, operational, logistical and project support across multiple business units.

You will develop action plans for client servicing, maintain knowledge of client tools, and collaborate across disciplines to ensure execution and follow-up. The position emphasizes strong communication, analytical skills, and proficiency in PeopleSoft and Microsoft