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Sr Account Manager, Estate Settlement

Company: Northern Trust Corporation
Location: Pasadena
Posted on: September 20, 2023

Job Description:

This individual will work closely with the Estate Settlement Administrator on all aspects of the account administration.The individual will assume primary responsibility for the day to day operations of the account, which includes overseeing asset collection, discovery of assets and liabilities, compilation of information for all tax returns and other administrative and client matters. Major Duties Work closely with the Estate Settlement Administrator to understand all aspects of the administration.Oversee day to day operations, ensuring that client and advisor expectations are appropriately met. Manage the collection and valuation process of financial, personal and real property process including communicating with outside custodians, providers and others to obtain all asset and liability information required for tax return preparation. Prepare accounting products to allow for appropriate accounting of assets, distribution and reporting. Communicate with clients and outside advisors, as requested by Estate Settlement Administrator, on all aspects of the administration. Work with compliance, operations, specialty asset, tax and other areas to ensure all client reporting and administrative needs are met appropriately. Maintain a working knowledge of various bank products and services to facilitate client delivery and to expand existing relationships. Comply with all fiduciary, risk management and other guidelines. Qualifications A College or University degree and/or relevant proven work experience is preferred. 3-5 years experience in financial servicing or related experience/credentials preferred. Excellent oral and written communication skills are required In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required Knowledge of internal bank trust functions is required Analytical, problem solving, and organizational skills are required Highly flexible and adaptable to change Technical skills / systems knowledge (e.g. Peoplesoft) is required Knowledge of fiduciary duties, basic accounting, and operations, usually acquired through formal education or related experience is required to service clients.Analytic and organization skills required to manage complex client situations. In office This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite. 201 South Lake Avenue, Suite 600, Pasadena, 91101 Salary range: $83,000 to $95,000. Salary range is an estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefit 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. 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 . 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. My ProfileCreate and manage profiles for future opportunities. Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements (hover over the below links)

  • APAC/India EEO Statement
  • Canada EEO Statement
  • EMEA EEO Statement
  • USA EEO Statement
    Pay Transparency
    Pay Transparency Nondiscrimination Provision (U.S)

Keywords: Northern Trust Corporation, Pasadena , Sr Account Manager, Estate Settlement, Executive , Pasadena, California

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