Wealth Portfolio Associate

Northern Trust; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

Northern Trust in Phoenix, AZ seeks a driven finance professional to support investment Advisors by preparing client meeting materials, setting up account files, and processing client requests. You will collaborate with portfolio managers and other partners to ensure accurate information and timely responses.

The role emphasizes analytical thinking, organization, and clear communication, with opportunities to work directly with clients and participate in meetings as you develop experience in

Qualifications

• Strong analytical, organizational, and communication skills.
• Coursework towards CFA or CFP designation.
• Understands key business drivers and can explain complex information clearly.

Responsibilities

• Prepares portfolio materials for client review meetings from multiple systems.
• Sets up files with account documents for clients and new accounts.
• Orders reports for portfolio managers or clients as requested.
• Communicates with clients and portfolio managers to meet requests.
• Interacts with partners daily to relay client relationship information.
• Researches tax discrepancies and oversees adjustments on client accounts.
• Responds to client inquiries and processes transfers and transactions.
• Performs daily cash transfer checks and coordinates with Investment Advisor.
• Processes fund trades by established deadlines.
• Reviews fee worksheets to ensure accurate fees.

Skills

Analytical skills

Communication skills

Organizational skills

Client service

Education

Coursework towards CFA/CFP designation

Tools

GDWM tool

Job description

Northern Trust in Phoenix, AZ seeks a driven finance professional to support investment Advisors by preparing client meeting materials, setting up account files, and processing client requests. You will collaborate with portfolio managers and other partners to ensure accurate information and timely responses.

The role emphasizes analytical thinking, organization, and clear communication, with opportunities to work directly with clients and participate in meetings as you develop experience in