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Account Manager, Estate Settlement

This individual will work closely with the Estate Settlement Administrator on all aspects of the account administration. The individual will assume primary responsibility for the day to day operations of the account, which includes overseeing asset collection, discovery of assets and liabilities, compilation of information for all tax returns and other administrative and client matters.
Major Duties:
1. 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.
2. Manage the collection and valuation process of financial, personal and real property process including communicating with outside custodians, providers and others to obtain all asset and liability information required for tax return preparation.
3. Prepare accounting products to allow for appropriate accounting of assets, distribution and reporting.
4. Communicate with clients and outside advisors, as requested by Estate Settlement Administrator, on all aspects of the administration.
5. Work with compliance, operations, specialty asset, tax and other areas to ensure all client reporting and administrative needs are met appropriately.
6. Maintain a working knowledge of various bank products and services to facilitate client delivery and to expand existing relationships.
7. Comply with all fiduciary, risk management and other guidelines.
Knowledge/Skills:
Knowledge of 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, legal or tax experience, or equivalent education.
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 18,500 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 September 30, 2018, Northern Trust Corporation had:
$10.8 trillion in assets under custody/administration
$8.2 trillion in assets under custody
$1.2 trillion in assets under management
$132 billion in banking assets

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