Associate, Wealth Strategist

Northern Trust
Florida, Atlanta
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 1-3 yearsSkills: ["Communication","Customer service","Relationship-building","Organisational skills","Problem-solving"]

Support the wealth strategy team by handling client inquiries, preparing meeting materials, and coordinating account documentation. Build client relationships through proactive communication, research, and presentation support, while ensuring accuracy and compliance in wealth planning workflows.

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FursaFursa
Northern Trust
Northern Trust
2 months ago

Associate, Wealth Strategist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Support the wealth strategy team by handling client inquiries, preparing meeting materials, and coordinating account documentation. Build client relationships through proactive communication, research, and presentation support, while ensuring accuracy and compliance in wealth planning workflows.
Location: Florida, Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Entry level

Key Responsibilities

  • •Respond to client inquiries for account information and initiate transactions; follow up with clients via phone or written correspondence.
  • •Research and prepare materials for client meetings and presentations (estate agreements, marketing updates).
  • •Set up files on new account documentation for existing clients or new prospects.
  • •Arrange client meetings including travel, audiovisuals, meals, and reservations.
  • •Compile reports for client meetings and presentations using relevant systems.

Key Requirements

  • •1-3 years of related client servicing experience
  • •Knowledge of personal financial planning products and services
  • •Knowledge of bank computer applications (E-Mail, trust system, Focus)
  • •Strong organizational and computer skills to prepare materials for client meetings and presentations
  • •Excellent communication and relationship-building with clients
Experience:1-3 yearsFinanceWealth managementBanking
Skills:CommunicationCustomer serviceRelationship-buildingOrganisational skillsProblem-solving
Tech Stack:FocusE-Mail

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn