- A minimum of 3 years of experience in fiduciary services, in personal trust, estate administration or related fields.
- Knowledge of fiduciary and financial products and services, usually acquired through related work experience, is required to manage client accounts.
- Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience is required to service clients.
- Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school is required to administer accounts.
- Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship.
- CTFA or CFP holder or candidate preferred.
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 18,100 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 June 30, 2018, Northern Trust Corporation had:
$135 billion in banking assets
$8.1 trillion in assets under custody
$10.7 trillion in assets under custody/administration
$1.1 trillion in assets under management