at Northern Trust Company in Chicago, Illinois, United States
Job Description
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Department Overview:
The Partnership Services Group provides a third-party fund administration service to numerous fund management companies covering a full range of shareholder servicing functions including dealing, registration, settlements, distributions, fees, allocations and statements. The department is responsible for client and investor document management, processing, research, integration of new business, quality checking of transactions and maintaining the register of investors in response to investor instructions working within all client service standards.
Major Duties:
1. Oversight of the processing and quality checking of a wide range of dealing transactions through internal systems, to regulatory and client standards
2. Day to day oversight of the document management process, ensuring that investors instructions are scanned into the workflow system accurately and timely
3. Investigate and resolve enquiries and exceptions, communicates with various internal departments, other banks and brokerage firms to resolve exceptions
4. Prepare financial reports ensuring conformity to professional and regulatory requirements
5. Responsible for work flow distribution and the effective use of resources within the team
6. Provide on the job technical training and coaching for all team members and brief staff regularly on issues relating to work carried out by the team and new initiatives
7. Organize the work of the team, assign tasks, set short-term priorities, monitor all activities and ensure timely and accurate completion of the work including high levels of Client Servicing
8. Ensure all procedures are kept up to date and are adhered to on a daily basis
9. Assist the Team Manager in establishing goals and objectives for the team
10. Generate process and system enhancement ideas and co-ordinate the introduction of these changes with supporting documented procedures
11. Conducts performance management and career development processes, and staffing and disciplinary actions
Working Model: Hybrid
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
Knowledge :
- Excellent oral and written communication skills are required. The role will require the ability to deal confidently and articulately with internal and external counterparties
- Analytical and problem solving skills are required
- Leadership and organizational skills are needed to prioritize assignments and provide feedback to staff
- Ability to set priorities and manage deadlines, escalating issues where necessary
- Good team player, self-starter, flexible, with the ability to work under pressure with minimal supervision
- Client Service Mindset
- #LI-GG1
- #LI-Hybrid
Experience:
- A College or University degree and/or relevant work experience is required
- Supervisory experience is desirable
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
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