Senior Trust & Estate Account Manager

Northern Trust Corp; Phoenix (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

Northern Trust is seeking a detail‑oriented professional to coordinate account administration for fiduciary and custody services across complex client relationships. You will resolve client issues, maintain governing documents, and collaborate with service partners to ensure timely actions and accurate information.

The role requires strong communication, analytical skills, and a solid understanding of trust and advisory services.

Qualifications

• Excellent oral and written communication skills are required.
• In-depth knowledge of personal trust, estate, guardian and advisory services is preferred.
• Analytical, problem solving, and organizational skills are required.
• Technical skills/systems knowledge (e.g. Peoplesoft) is required.
• A college or university degree and/or relevant proven work experience 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 working knowledge of governing documents and account agreements.
• Oversees development of action plans for client servicing events and ensures execution and follow-up.

Skills

Excellent communication

Written communication

Analytical skills

Problem solving

Organizational skills

Flexibility

Peoplesoft knowledge

Education

College or University degree

Tools

Peoplesoft

Job description

Northern Trust is seeking a detail‑oriented professional to coordinate account administration for fiduciary and custody services across complex client relationships. You will resolve client issues, maintain governing documents, and collaborate with service partners to ensure timely actions and accurate information.

The role requires strong communication, analytical skills, and a solid understanding of trust and advisory services.