- Location
- Dallas, TX, United States of America
- Type
- Full-time
- Seniority
- Senior
- Visa
- Not sponsored
- Source
- Workday
Description
About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
• Manage accounts in accordance with fundamental fiduciary duties and responsibilities, considering legal requirements, terms of the documents, NT policies & procedures, assessment of fiduciary and business risk, client needs and Trust & Advisory resources.
• Act as lead partner to respond to daily client requests for information, including status of money movement, account changes and other requested information. Research client issues where required.
• Take the lead on requests to NCSS and other support areas, including account set-ups, fees, distributions, and ongoing account activity. Monitor account transactions and overdrafts in accordance with fiduciary policy guidelines and resolve outstanding issues. Identify and promote internal process improvements.
• Respond to all Account Review Exceptions reports on a timely basis. Address all compliance issues promptly. Practice comprehensive file management, as prescribed by US Administrative Practices and Guidelines, ensuring all documentation relative to administration is appropriately imaged and archived and that all relevant system records are maintained.
Work Authorization
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.
