Estate Settlement Account Manager
Qualifications:
Knowledge of transfer tax, income tax, fiduciary duties, basic accounting, and operations, usually acquired through formal education or related experience is required to service clients. Analytic and organization skills required to manage complex client situations.
Experience Required:
3-5 years of related fiduciary or tax experience, or equivalent education. JD or CPA preferred but not required.
For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 16,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.
We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.
As of March 31, 2018, Northern Trust Corporation had:
$10.8 trillion in assets under custody/administration
$8.1 trillion in assets under custody
$1.2 trillion in assets under management
$130 billion in banking assets