This individual will work closely with the Estate Settlement Administrators on all aspects of account administration for complex estate settlement accounts. The individual will assume primary responsibility for asset collection, day to day operations, compilation of information for all tax returns and other administrative and client matters. The key responsibilities of the role include: 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. Open and close accounts, manage the collection and valuation of financial, personal and real property 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, distribution and reporting of assets. Communicate with clients and outside advisors, as requested by Estate Administrator, on all aspects of the administration. Develop and maintain a working knowledge of governing documents and account agreements. Management of all deadlines/ timeframes associated with the estate settlement processes and products. Work with compliance, operations, specialty asset, tax and other departments 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. The successful candidate will benefit from having: Knowledge of estate and trust administration, fiduciary duties, basic accounting and operations, usually acquired through formal education or related experience, is required to service clients. Analytical, problem solving and organization skills required to manage complex client situations. Excellent oral and written communication skills are required. 3-5 years of related estate and trust fiduciary, legal or tax experience, or equivalent education. Experienced estate and trust paralegal or tax professional preferred but not required. 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. SDL2017
