Senior Wealth Management Advisor - Fiduciary & Trust

Northern Trust; Chicago (IL); In loco; USD 74.000 - 126.000; Tempo pieno

Descrizione del lavoro

Northern Trust in Chicago seeks a seasoned financial servicing professional to coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships.

You will work with Trust Advisors and Client Support Teams, develop action plans, communicate with clients, and ensure accurate documentation and timely execution of client servicing events. A degree and 5–7 years of related experience are preferred.

Competenze

• Excellent verbal and written communication skills.
• 5-7 years' experience in financial servicing or related experience/credentials preferred.
• Strong analytical and organizational skills.

Mansioni

• Coordinate 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 appropriate information from partners and clients to facilitate service changes or transactions.
• Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.

Conoscenze

Verbal and written communication

Analytical thinking

Problem solving

Organizational skills

Adaptability

Formazione

Bachelor's degree or higher

Strumenti

MS Office

Workday

Descrizione del lavoro

Northern Trust in Chicago seeks a seasoned financial servicing professional to coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships.

You will work with Trust Advisors and Client Support Teams, develop action plans, communicate with clients, and ensure accurate documentation and timely execution of client servicing events. A degree and 5–7 years of related experience are preferred.