The key responsibilities of the role inclue:
- Under direct supervision responsible for providing administrative, operational, logistical and project support across multiple business units on an ongoing basis.
- Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow-up.
- Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
- Participates in inter-discipline training within the office/region. Acts as a technical resource or expert for other account managers on process or procedures for delivery of service.
- Participates in the planning and administration of the business unit.
- Collects, compiles, and analyzes data and information for reports and presentations for the department.
- Runs and creates formal reports for business unit. Updates manuals, procedures, etc.
- Responsible for identifying and resolving problems within established guidelines.
- Expected to use some initiative but refer more complex problems to supervisors/experts.
- Works effectively as a team member but also independently.
- Working towards becoming proficient in all areas of the job.
The successful candidate will benefit from having:
- Good oral and written communication skills.
- Basic Functional / Industry Knowledge.
- Analytical and problem solving skills.
- Technical skills / systems knowledge (e.g. Peoplesoft, Microsoft Office).
- Previous years of experience, or equivalent, in financial servicing/accounting fields with client servicing background.
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. 1485 E Valley, Ste 7, Montecito, 93108
Salary Range:
$64,170 - 102,810 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
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).
