Wealth Advisory Account Manager

Northern Trust Corp; Los Angeles (CA); Hybrid; USD 78,000 - 128,000; Full time

Job summary

Northern Trust is seeking an Account Manager for WM Advisory in Los Angeles. The role focuses on coordinating account administration for fiduciary and advisory services, resolving client issues, and ensuring accurate fee setups.

You will work closely with Trust Advisors and Client Advisors to support complex client relationships. The position requires strong communication, analytical skills, and familiarity with trust functions.

Qualifications

• Excellent oral and written communication skills.
• In-depth knowledge of personal trust, estate, guardian and advisory services.
• Knowledge of internal bank trust functions.
• Analytical, problem solving, and organizational skills.
• College degree or higher preferred.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship and custody accounts for complex client relationships.
• Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
• Develops and maintains knowledge of governing documents and account agreements.
• Oversees client servicing events, account opening/closing, cash movement and fee set-ups.
• Mentors junior staff and may supervise daily operations in a non-managerial role.

Skills

Communication

Trust knowledge

Analytical thinking

Adaptability

PeopleSoft

Education

Bachelor's degree

Tools

PeopleSoft

Job description

Northern Trust is seeking an Account Manager for WM Advisory in Los Angeles. The role focuses on coordinating account administration for fiduciary and advisory services, resolving client issues, and ensuring accurate fee setups.

You will work closely with Trust Advisors and Client Advisors to support complex client relationships. The position requires strong communication, analytical skills, and familiarity with trust functions.