Senior Fiduciary Account Manager

Northern Trust; Los Angeles (CA); On-site; USD 78,000 - 128,000; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Discretionary bonus program

Job summary

Northern Trust is seeking a detail-oriented professional to coordinate fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships in the United States. You will resolve client issues, maintain documents, and guide service changes with clients and partners.

You will also support Trust Advisors and related teams with onboarding, discretionary analysis, and ongoing reviews, while mentoring junior staff as needed.

Qualifications

• Excellent oral and written communication skills are required.
• Analytical, problem solving, and organizational skills are required.
• Knowledge of personal trust, estate, guardian and advisory services is preferred.

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, and communicates to service partners; obtains information to facilitate service changes or transactions.
• Oversees development of action plans for client servicing events and ensures execution and follow-up; communicates with clients on account status.
• Assists Trust Advisors and related roles with account acceptance, discretionary analysis and process; ensures documentation is collected and imaged.
• May supervise day-to-day work and serve as a mentor to junior employees.

Skills

Communication skills

Analytical

Problem solving

Organizational skills

Education

College or University degree

Tools

PeopleSoft

Job description

Northern Trust is seeking a detail-oriented professional to coordinate fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships in the United States. You will resolve client issues, maintain documents, and guide service changes with clients and partners.

You will also support Trust Advisors and related teams with onboarding, discretionary analysis, and ongoing reviews, while mentoring junior staff as needed.