Wealth Advisory Account Manager

Quest Oracle Community; Los Angeles (CA); Hybrid; USD 78,000 - 128,000; Full time

Benefits offered by this job

401k plan

Pension plan

Health, dental, vision insurance

Paid time off

Job summary

Northern Trust is seeking a skilled professional to support fiduciary and advisory services in a dynamic wealth management environment. You will coordinate complex client accounts, resolve issues, and maintain essential documents and agreements.

The role requires strong communication, trust operations knowledge, and the ability to mentor junior staff while collaborating with advisers and support teams. A college degree and several years in financial servicing are preferred.

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.
• Flexibility and adaptability to change.
• Technical skills / systems knowledge (e.g. PeopleSoft).
• Bachelor’s degree and 5–7 years’ experience in financial servicing or related fields preferred.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or 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.
• Receives service requests from clients and partners and facilitates service changes or transactions.
• Oversees action plans for client servicing events and communicates status to clients.
• Engages the Client Support Services Team on execution of events and fee setups.
• Identifies service efficiency improvements and process enhancements.
• Assists senior Trust staff with onboarding, compliance, and annual reviews.
• Mentors junior staff and may supervise daily activities.

Skills

Communication skills

Trust services knowledge

Analytical thinking

Problem solving

Flexibility

Technical systems knowledge

Education

Bachelor’s degree or equivalent

Tools

PeopleSoft

Job description

Northern Trust is seeking a skilled professional to support fiduciary and advisory services in a dynamic wealth management environment. You will coordinate complex client accounts, resolve issues, and maintain essential documents and agreements.

The role requires strong communication, trust operations knowledge, and the ability to mentor junior staff while collaborating with advisers and support teams. A college degree and several years in financial servicing are preferred.