Senior Wealth Management Advisor & Fiduciary Specialist

Northern Trust Corp.; Chicago (IL); On-site; USD 74,000 - 126,000; Full time

Job summary

Northern Trust Corp. in Chicago, IL seeks a trusted professional to manage complex fiduciary and custody accounts, coordinating service delivery for high-value clients. You will liaise with Trust Advisors and support teams to ensure accurate, timely administration and reporting.

The role requires a solid background in wealth management operations, strong communication, and the ability to drive efficient client service workflows in a collaborative environment.

Qualifications

• Excellent verbal and written communication skills required.
• Analytical, problem-solving, and organizational abilities are essential.
• Highly flexible and adaptable to change in a dynamic environment.
• Technical proficiency with MS Office and Workday is expected.

Responsibilities

• Coordinate fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develop and maintain knowledge of governing documents and account agreements.
• Receive service requests from clients and partners and facilitate service changes or transactions.
• Oversee resolution of client issues and communicate progress to clients.
• Assist in account opening/closing, cash movement, and fee set-ups with the client support team.

Skills

Communication

Analytical skills

Problem solving

Organizational skills

Adaptability

MS Office

Workday

Education

Bachelor's degree

Tools

MS Office

Workday

Job description

Northern Trust Corp. in Chicago, IL seeks a trusted professional to manage complex fiduciary and custody accounts, coordinating service delivery for high-value clients. You will liaise with Trust Advisors and support teams to ensure accurate, timely administration and reporting.

The role requires a solid background in wealth management operations, strong communication, and the ability to drive efficient client service workflows in a collaborative environment.