Elevate your career as an Investment Operations Analyst with Northern Trust, a leader in wealth management. Engage with clients, oversee transactions, and enhance your analytical skills in this cooperative role.
In this key position, you will be responsible for executing daily client activities and managing transaction processing. You’ll develop action plans for client engagement and ensure accurate fee setups. Your analytical expertise will shine as you monitor operations and ensure timely implementation of client servicing plans.
Key Responsibilities:
• Execute daily service requests and transaction processing
• Develop and follow up on client action plans
• Ensure accurate setup of client fees
• Monitor accounting activities and reporting
• Maintain up-to-date systems documentation
Requirements:
• Minimum 2 years in financial servicing or accounting
• Strong analytical and problem-solving skills
• Proficiency in MS-Excel preferred
• Knowledge of investment reports and market questionnaires
• Excellent interpersonal skills for client relations
Drive efficiency and collaboration as you support Northern Trust's commitment to service excellence.
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