Senior Trust & Wealth Account Manager

Quest Oracle Community; Milwaukee (WI); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Northern Trust is seeking a skilled professional to coordinate account administration across fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships. The role emphasizes understanding governing documents and maintaining client communications to facilitate service changes.

Successful candidates will bring strong analytical, communication, and organizational skills, plus familiarity with bank trust functions and relevant systems such

Qualifications

• Excellent oral and written communication skills required.
• Strong analytical, problem-solving, and organizational abilities.
• Knowledge of personal trust, estate, guardian and advisory services is preferred.
• Experience in financial servicing or related credentials preferred.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships.
• Develops and maintains working knowledge of governing documents and account agreements.
• Interacts with clients and partners to facilitate service changes or transactions and communicates steps taken to resolve requests.
• Oversees development of action plans for client servicing events and ensures execution and follow-up.

Skills

Excellent communication

Analytical thinking

Organizational skills

Client servicing knowledge

PeopleSoft

Education

Bachelor's degree

Tools

PeopleSoft

Job description

Northern Trust is seeking a skilled professional to coordinate account administration across fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships. The role emphasizes understanding governing documents and maintaining client communications to facilitate service changes.

Successful candidates will bring strong analytical, communication, and organizational skills, plus familiarity with bank trust functions and relevant systems such