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About the Role

Northern Trust is a global leader in wealth management, asset servicing, asset management, and banking services. We guide successful individuals, families, corporations, and institutions, upholding our guiding Principles That Endure: Service, Expertise, and Integrity.

Responsibilities

Marshal and administer assets in complex estates and taxable trusts.
Decide substantive questions arising within the estate, including tax elections, use of tax reserves, disposition, valuation and collection of assets, raising of cash, resolution of liabilities, audits, and litigation.
Manage accounts with sophisticated estate plans, unusual assets, complicated will or trust provisions, intricate tax matters, significant investment decisions, and sensitive family situations.
Administer unusual assets such as closely-held stock, investment concentrations, large or multiple real estate holdings, unusual qualified plans, deferred compensation agreements, and farms.
Enable preparation of tax returns by locating and marshaling assets, arranging for valuation, quantifying expenses, and securing and reviewing financial records.
Work with internal tax support, co-fiduciaries, and outside counsel to consider all tax elections and determine appropriate tax reporting.
Advise the investment division of all pertinent circumstances related to cash requirements of the estate and investment objectives of beneficiaries, helping to develop and communicate investment programs while ensuring fiduciary requirements are observed.
Coordinate the balancing of account requirements and customer needs during estate settlement. Ensure appropriate communication of investment decisions between the bank and interested outside parties.
Establish and maintain strong relationships with beneficiaries, responding to their needs and objectives, and explaining any issues that arise in the estate. Educate clients on bank products and services, emerging issues, and regulatory/tax changes.
Cultivate relationships for expanded business opportunities with the bank.
Review and implement all fundings and distributions, reviewing all pertinent accounting documentation for assigned accounts. Oversee preparation and filing of all necessary court documents.
Oversee special tasks, including sale of real estate or family business interest, disposition of qualified plan assets, coordinating response to estate tax audits, and facilitating beneficiaries' credit requests.
Coordinate response to litigation or initiate litigation if appropriate. Coordinate discussion and review of technical tax and legal issues.
Serve as a resource for the group, providing training and consultation on estate matters.

Requirements

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

Skills

Estate planning
Tax laws
Trust administration
Fiduciary income
Investments
Real estate
Accounting
Trust operations

Experience Level

Minimum 8 years experience in estate administration or personal trust, with broad exposure to legal, tax, investment, and operational elements required.

Salary/Compensations

$158,010 - 276,460 USD

Benefits

Comprehensive benefits package including retirement benefits (401k and pension)
Health and welfare benefits (medical, dental, vision, spending accounts and disability)
Paid time off
Parental and caregiver leave
Life & accident insurance
Other voluntary and well-being benefits
Discretionary bonus program that may include an equity component

About the Company

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Equal Opportunity

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.