Wealth Management Account Coordinator
2 months ago
About Northern Trust Corporation:
Northern Trust Corporation is a prestigious financial services firm with a legacy spanning over 130 years. We pride ourselves on delivering cutting-edge financial solutions to individuals, families, and institutions globally.
We are seeking a Wealth Management Account Coordinator to become a vital member of our Global Family Office team. The ideal candidate will play a crucial role in managing account operations for our wealth management clientele, supervising daily client interactions, and pinpointing opportunities for service improvements.
Key Responsibilities:
- Overseeing account operations for wealth management clients
- Addressing client inquiries and managing transaction workflows
- Formulating action plans for client engagements and ensuring their implementation
- Engaging with clients and service providers to facilitate client activities
- Guaranteeing precise setup and assessment of fees
- Collaborating with Trust Advisors to ensure accuracy in drafting discretionary memos
- Acquiring and maintaining proficiency in various business applications
- Traveling to client sites as required
Preferred Qualifications:
- 1-2 years of experience in financial services or accounting
- Familiarity with asset servicing, personal trust, banking, and investment operations
- Strong analytical, problem-solving, and organizational capabilities
Working with Us:
Join a purpose-driven workplace at Northern Trust Corporation. As a valued team member, you will experience a flexible and collaborative work environment that encourages internal mobility. Develop your career with one of the most respected firms in the industry.
Inclusivity Commitment:
We are dedicated to fostering an inclusive workplace and recognize that flexibility means different things to different individuals. We invite you to explore opportunities with us and contribute to our collective success.
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