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Associate Wealth Advisor

Company: Northern Trust Asset Management
Location: Dallas
Posted on: February 16, 2020

Job Description:

The Wealth Management Associate Trust Advisor assumes responsibility for overall client satisfaction on a limited number of accounts where the partner serves as lead trust advisor by collaborating with the service team and appropriate NT resources to ensure timely delivery of quality fiduciary service, issue resolution, effective communication of client needs to partners, and development of advisory relationship with client. Partner also supports other service team client relationships by coordinating account administration.

  • Coordinates account administrative tasks by ensuring prompt execution and follow-up; responds to partner and client service requests by obtaining necessary information and documentation, communicating with client and vendors as required for resolution of issues; executes daily client activity; oversees transaction processing; ensures accurate set up and review of fees; documents services provided and any specialized procedures for client relationships; ongoing written and verbal communication with clients as appropriate in managing daily activity.
  • Develops and maintains working knowledge of governing documents and account agreements.
  • Manages assigned account base of wealth management clients by working with clients and their advisors to develop a thorough understanding of the client's needs and goals. Exhibits developing knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles.
  • Seeks continued development of fiduciary and advisory skills through training and experience.
  • Maintains a working knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement; works collaboratively with internal partners and external advisors in identifying client needs and solutions.
  • Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency.
  • Exhibits excellent time management skills.
  • Exhibits developing knowledge of NT fiduciary standards and practices, applies fiduciary knowledge and judgment to fiduciary relationships. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment
  • Recognizes fiduciary risk issues and seeks appropriate resolution.
  • Assists service team partners with business development, including preparing and making client presentations; cultivates relationships with referral sources and centers of influence to build the business; identifies and develops new business opportunities.
  • Carries out complex activities with significant financial, client, and/or internal business impact
  • May have direct interaction with committees and/or Senior Management
  • Able to serve as a key subject matter expert and mentor to other more junior level employees
  • May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role)
  • More technically sound in area of expertise and has broader knowledge of other areas
  • Delivers a work product that requires less revision
  • Able to facilitate discussions and reach decisions

    • 3+ years in fiduciary servicing and personal trust related fields Knowledge of trust operations and accounting systems usually acquired through related experience.
    • General business knowledge, including knowledge of accounting usually acquired through coursework, is required to oversee client transactions.
    • Developing knowledge of fiduciary standards and financial products and services, tax, and applicable laws and regulations usually acquired through formal education, training, seminars, law school or related experience is required to service clients and administer accounts.
    • Analytical, negotiating, problem solving and sales skills are necessary to effectively service the client relationship
    • CFP highly desirable **

      About Northern Trust:

      Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

      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 that is committed to strengthening the communities we serve!

      We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.

      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 ethical companies. Build your career with us and apply today.

Keywords: Northern Trust Asset Management, Dallas , Associate Wealth Advisor, Other , Dallas, Texas

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