Senior Trust & Wealth Accounts Manager

ntrs; Sarasota (FL); On-site; USD 75,000 - 115,000; Full time

Job summary

Northern Trust seeks an experienced professional in wealth management to coordinate complex fiduciary and custody accounts in a client-centric environment in Florida. You will support trust advisors, estates, guardianship teams, and client advisors with account setup, event management, and ongoing communications.

Strong communication, analytical skills, and knowledge of trust services are essential. This on-site role offers collaboration with a seasoned team and opportunities to mentor junior

Qualifications

• A college or university degree required or preferred.
• 5+ years of financial servicing experience preferred.
• Knowledge of personal trust, estate, guardianship and advisory services.

Responsibilities

• Coordinate account administration for fiduciary and custody accounts.
• Maintain knowledge of governing documents and account agreements.
• Handle service requests from clients and partners to facilitate changes.
• Communicate steps taken to resolve requests to clients.
• Support relationship managers with account openings, closings, and fees.
• Mentor junior staff and serve as SME when needed.

Skills

Client servicing

Communication skills

Relationship management

Analytical thinking

Education

Bachelor's degree

Tools

PeopleSoft

Job description

Northern Trust seeks an experienced professional in wealth management to coordinate complex fiduciary and custody accounts in a client-centric environment in Florida. You will support trust advisors, estates, guardianship teams, and client advisors with account setup, event management, and ongoing communications.

Strong communication, analytical skills, and knowledge of trust services are essential. This on-site role offers collaboration with a seasoned team and opportunities to mentor junior