About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is 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. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Job Responsibilities:
- Manage day to day activities coordinating the needs of Wealth Strategists.
- Work with Wealth Strategists to maintain active prospect and lead files and reminders to initiate calls for proper follow up.
- Collaborate with other associates within the team to assist on larger projects.
- Create, manage, and maintain Partner Workstation CRM profiles for Leads, Prospects, Clients, and COIs.
- Enter and manage prospect and client information in Partner Workstation to maintain an accurate active pipeline for the Wealth Strategists.
- Prepare and edit custom presentations for sales meetings, prospects, and client presentations.
- Gather documents for new client onboarding, including coordinating the funding of assets from prior institutions.
- Coordinate and track the process for new account documentation, including preparing Letters of Direction.
- Assist with coordinating and expensing all travel and expense related activities.
- Research prospects through various internal and external sources in preparation for sales calls and presentations.
- Manage correspondence and reports for Wealth Strategists, focused on proactive outreach initiatives.
- Write and submit documents to the legal area to obtain trust acceptance approval and resolve problem situations.
- Assist Marketing Specialists when local assistance is needed.
Knowledge and Skills:
Knowledge of the personal wealth management market, trust and fiduciary related products, and services. Excellent analytical, organizational, and communication skills are necessary. Strong computer skills, including Microsoft Office 365, Salesforce, and Concur are preferred. Business degree and/or equivalent work/education experience.
Experience Required:
Candidates should have 1-3 years of related client/sales servicing work experience.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable Accommodation:
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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