Senior Trust & Wealth Services Specialist

Quest Oracle Community; Miami, Northern (FL, KY); Hybrid; USD 100,000 - 140,000; Full time

Job summary

Northern Trust seeks an experienced professional to coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships.

You will develop knowledge of governing documents, assist in client servicing, and collaborate with Trust Advisors and Administrators to ensure accurate documentation and timely client communication.

Qualifications

• Excellent oral and written communication skills are required.
• Knowledge of personal trust, estate, guardian and Advisory services and products is required.
• Analytical, problem solving, and organizational skills are required.
• Spanish or Portuguese language ability is required or preferred.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develops and maintains working 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.
• Coordinates resolution of client issues and informs client of steps taken to resolve requests or problems.
• Oversees development of action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly.
• Engages the Client Support Services Team on execution of client servicing events and fee setups.
• Assists Trust Advisors and Administrators in account acceptance, discretionary requests, compliance, and annual reviews; ensures documentation and systems accuracy.
• Gains familiarity with business applications critical to relationship management including client online tools.
• Assists with business development and client presentations.

Skills

Excellent communication

Analytical skills

Problem solving

Technical skills (PeopleSoft)

Flexibility / adaptability

Spanish

Portuguese

Education

Bachelor's degree or equivalent

Tools

PeopleSoft

Job description

Northern Trust seeks an experienced professional to coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships.

You will develop knowledge of governing documents, assist in client servicing, and collaborate with Trust Advisors and Administrators to ensure accurate documentation and timely client communication.