Senior Trust Account Specialist

4 weeks ago

Sarasota, Florida, United States Northern Trust Full time

About the Role:

Northern Trust is seeking a highly skilled and experienced professional to join our team as a Senior Trust Account Specialist. In this role, you will be responsible for coordinating the administration of complex fiduciary, investment management, and/or custody accounts for our clients.

Key Responsibilities:

  • Coordinates account administration for fiduciary, investment management, 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 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.
  • Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
  • Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
  • Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
  • Assists Relationship Advisors, in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.

Requirements:

  • In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience
  • Knowledge of internal bank trust functions
  • Analytical, problem solving, and organizational skills
  • Excellent oral and written communication skills
  • Highly flexible and adaptable to change
  • Ability to work independently
  • Technical skills / systems knowledge
  • A College or University degree and/or relevant proven work experience
  • 2-4 years+ of experience in wealth management or related experience/credentials is preferred

Working with Us:

Northern Trust is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. We are proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.

We value an inclusive workplace and understand flexibility means different things to different people. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at .

We hope you're excited about the role and the opportunity to work with us. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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