Job Details

Estate Settlement Account Manager

Company name

Northern Trust Corporation

Organization Type

In-House

Job Type

Legal Staff

Valid Through

Nov 27,2019

Posted on

Aug 14,2019

Years of Experience

3-5 yrs required

Location

Naples, FL, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Trusts and Estates >> Trusts and Estates
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Estate Settlement Account Manager
The candidate will work closely with the Estate Settlement Administrators on all aspects of account administration for complex estate settlement accounts. 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.

Qualification and Experience

The candidate must have 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 is required. Excellent oral and written communication skills are required. Must have 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.

Additional info

Ref: 78217

Company info

Hiring Coordinator
Northern Trust Corporation
4001 Tamiami Trail North
Naples, FL 34103

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