Trust Advisor

Northern Trust • Las Vegas, NV

82d

About The Position

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.

Requirements

• College or university degree &/or relevant proven work experience.
• 7-10 years’ experience in fiduciary servicing, in personal trust, estate administration or related fields.
• Knowledge of fiduciary and financial products and services, usually acquired through related work experience.
• Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience.
• Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school.
• Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship.
• Ability to explain difficult or sensitive information; ability to work to build consensus.

Responsibilities

• Manages assigned account base of wealth management clients by working with clients and their professional advisors to develop a thorough understanding of the client’s needs and goals.
• Guides client conversations for goals driven wealth management and holistic advice.
• Maintains a working knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement.
• Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency.
• Builds and maintains knowledge of NT fiduciary standards and practices, applying fiduciary knowledge and judgment to fiduciary relationships.
• Cultivates relationships with referral sources and centers of influence to build the business; identifies and develops new business opportunities.
• Teaches and mentors less experienced partners.
• Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
• Seeks continued development of fiduciary and advisory skills through training and experience.
• Exercises judgment based on the analysis of multiple sources of information.

What This Job Offers

• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees