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Analyst, Account Maintenance

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Northern Trust Corporation

22d ago

  • Job
    Full-time
    Junior Level
  • Business, Operations & Strategy
    Banking & Finance
  • Manila
  • Quick Apply

AI generated summary

  • You need a degree or 12 months relevant experience, strong communication, analytical skills, proficiency in Excel, and knowledge of the financial services industry. Attention to detail and organization are essential.
  • You will facilitate documentation validation, account setup, asset transitions, and product implementations while monitoring turnaround times and ensuring tasks meet service standards.

Requirements

  • A College or University degree and/or at least 12 months of relevant proven work experience.
  • Expected to use some initiative but refer more complex problems to supervisors/experts.
  • Knowledgeable of the core aspects of the job.
  • Working towards becoming proficient in all areas of the job.
  • Effective interpersonal skills: solid verbal and written communication, attention to detail (accuracy), ability to multi-task and prioritize work, time management, and organization.
  • In-depth Functional / Industry Knowledge is required.
  • Analytical skills and problem-solving skills are also required to analyze, resolve exceptions.
  • Proficiency in Microsoft Excel, Word and PowerPoint strongly preferred.
  • General knowledge of the financial service industry and markets.
  • A College or University degree and/or at least 12 months of relevant proven work experience.

Responsibilities

  • Responsible for delivery of middle office services to Wealth Management and Institutional client servicing teams.
  • Facilitate activities required to validate documentation, open and setup new accounts, transition assets, implement product solutions and setup global markets. Ensures activities are completed in a timely and efficient manner.
  • Monitors the turnaround time on all assigned activity. Communicates with partner groups to ensure tasks and assignments are processed within the established service level standard deadlines.
  • Carries out activities with significant financial, client, and/or internal business impact.
  • Expected to use some initiative but refer more complex problems to supervisors/experts.
  • Knowledgeable of the core aspects of the job.
  • Working towards becoming proficient in all areas of the job.

FAQs

What is the main responsibility of the Analyst, Account Maintenance role?

The main responsibility is to deliver middle office services to Wealth Management and Institutional client servicing teams, which includes validating documentation, opening and setting up new accounts, transitioning assets, and implementing product solutions.

What qualifications are required for this position?

A College or University degree and/or at least 12 months of relevant proven work experience is required.

What skills are necessary for this job?

Effective interpersonal skills, attention to detail, ability to multi-task and prioritize, time management, organization, analytical skills, problem-solving skills, and proficiency in Microsoft Excel, Word, and PowerPoint are necessary.

Is industry knowledge important for this position?

Yes, in-depth functional/industry knowledge of the financial services industry and markets is required.

How is performance monitored in this role?

Performance is monitored by tracking the turnaround time on all assigned activities and ensuring tasks are processed within established service level standards.

Will I receive guidance when facing complex problems?

Yes, while you are expected to use some initiative, more complex problems should be referred to supervisors or experts.

What type of work culture can I expect at Northern Trust?

You can expect a flexible and collaborative work culture where financial strength and stability encourage the exploration of new ideas.

Is there an opportunity for career movement within the organization?

Yes, movement within the organization is encouraged, and senior leaders are accessible for guidance.

How does Northern Trust support individuals with disabilities?

Northern Trust is committed to providing reasonable accommodations for individuals with disabilities during the employment process.

What should I do if I need a reasonable accommodation during the application process?

You should email the HR Service Center at MyHRHelp@ntrs.com for assistance with accommodations.

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Northern Trust Corporation

Dynamic careers. Brighter futures. Greater possibilities.

Finance
Industry
10,001+
Employees
1889
Founded Year

Mission & Purpose

Northern Trust is a leading global financial services company that offers a comprehensive range of asset servicing, investment management, and banking solutions to individuals and institutions. With a strong emphasis on client-focused services, Northern Trust aims to build enduring partnerships with their clients by providing tailored solutions and exceptional customer experiences. Their expertise in asset management, wealth management, and asset servicing enables them to deliver innovative and reliable financial solutions that help clients grow, preserve, and manage their wealth effectively. As a trusted financial partner, Northern Trust's purpose is to empower their clients to achieve their financial goals and navigate the complexities of the global financial markets with confidence and peace of mind.