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. Role/ Department: As part of the Custody Tax Operations team, the Tax Analyst is at the centre of the International withholding tax processing, Reporting to the Team leader, responsibilities will be to ensure that team request, record and manage Northern Trust's client tax documentation, and accurately identify, process and track opportunities for the reduction of withholding tax on behalf of Northern Trusts global client base. The role will require responding quickly and professionally to inquiries in an accurate and timely manner and a focus to continually improve the service offered to clients. The key responsibilities of the role include: Take on assigned tasks from the Team Leader and Senior members of the team Process, scan, record, distribute and file large volumes of documentation received by the team on a daily basis Processing of information and documentation to ensure maximum tax benefits for Northern Trusts global client base Escalate issues as appropriate in a timely manner Work closely with the relevant contacts within the scope of the process, to provide the best possible service, responding to queries and escalating as appropriate Be aware of all service level agreements in place Continuously support the team to meet and exceed the expectations and requirements of all clients Demonstrate a strong willingness to assist others when required, building effective relationships with members of the team and other teams as well Review processes to identify areas for automation or improved workflow Preparation and filing of WHT reclaims Skills/ Qualifications: A strong educational background - Business/Tax or similar qualification Bright, articulate and entrepreneurial with a demonstrated ability to navigate through obstacles, work under pressure and successfully deliver to tight deadlines in a fast moving business Environment Demonstrated client servicing capabilities and excellent communication skills. Must be resilient to pressure and have the ability to adapt quickly. Accuracy and attention to details at all times Numerically competent with strong problem solving and analytical skills Good core IT skills - Adobe, Excel, MS Office, Word etc Ability to work within a team environment Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at . We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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. Position Overview As the Pre‑Approval Controlled Functions (PCF) Head of Client Asset Oversight (PCF‑53) and Head of Material Business Line – Custody (PCF‑50), subject to Central Bank approval, you will be responsible for compliance with the Client Asset Requirements (CAR) and oversight of custody operations at Northern Trust Company Ireland Branch (TNTC‑IB – subject to CBI authorisation). You will develop and maintain organisational culture, values and reputation in the market and with all partners, clients, suppliers, counterparties and regulatory bodies. Responsibilities Execute the day‑to‑day responsibilities for TNTC‑IB in accordance with the PCF‑50 and PCF‑53 Statement of Responsibilities. Identify, manage and mitigate client asset and Depositor Protection risks on an ongoing basis via the performance of control reviews and root‑cause investigations into CAR breaches. Ensure that the Client Asset Management Plan is produced, maintained and reviewed. Report any potential or actual breaches to the relevant parties. Approve any returns in relation to client assets that are required, as per the relevant regulations, and are reported to the Central Bank. Submit relevant reporting to the Central Bank as required in accordance with applicable timeframes, including any breach notifications. Prepare daily, monthly and ad‑hoc Management Information around client assets. Establish appropriate local governance for the oversight and risk management of the Client Asset and Depositor Protection requirements, reporting to senior governance forums as required. Oversee custody activities including safekeeping of assets, trade processing, securities settlement, payments, entitlements, tax reclaims, network management, custody transitions & account opening, asset pricing & coding, reconciliations and cash management & liquidity services. Manage all aspects of functions with due skill, care and diligence, ensuring effective controls, risk management and delegation to appropriately skilled persons. Collaborate with Risk and Compliance to ensure adequate systems and controls are in place to comply with all legal and statutory requirements. Implement the strategy & activities comprising Custody, Depositor Protection and Client Asset Safety impacting TNTC‑IB. Oversee development and implementation of robust resiliency and business continuity arrangements (BCP) for custody services, including appropriate stress testing. Apply the Third‑Party and Outsourcing requirements for Custody services impacting TNTC‑IB. Develop the business unit budget and manage expenses. Provide leadership and guidance to staff, fostering an environment which encourages participation, teamwork and communication. Evaluate key business challenges and direct the development of new or innovative solutions. Skills and Experience Technical expertise of CBI Client Asset Requirements and prior experience performing a Client Asset Oversight role. Experience with custody products and services. Strong understanding of policy, compliance and best‑practice security principles. Well‑developed management and leadership skills. Knowledge of relevant legal and regulatory requirements. Excellent communication skills, both verbally and in writing, to technical and non‑technical audiences at all levels within Northern Trust and outside the organization. Ability to think strategically, navigate and communicate effectively across a complex organization. Note: This role will be subject to the Senior Executive Accountability Regime (SEAR), which imposes a legal Duty of Responsibility on persons carrying out this PCF role. Working With Us – Benefits Financial: Life Assurance, Disability Plan, Pension/Gratuity, Annual Pay Review. Work‑Life Balance: Flexible Work Options, Incremental Annual Leave, Community Volunteer Days. Health & Wellbeing: Private Medical Insurance, Active Sports & Social Clubs, Employee Assistance Program. Professional Development: Clear Career Path, Education Assistance, Recognition Programme, NT University and employee‑led Business Resource Councils dedicated to diversity and inclusion initiatives. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements so we can achieve greater together. Reasonable Accommodation: Northern Trust is committed to working with and providing accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. #J-18808-Ljbffr
A global financial institution in County Limerick is seeking a Head of Client Asset Oversight. In this role, you will manage compliance with client asset requirements and oversee custody operations. Responsibilities include risk management, leadership, and developing the organizational culture. Ideal candidates will possess strong expertise in client asset oversight and excellent communication skills. Our flexible work policies promote work-life balance and professional development opportunities. #J-18808-Ljbffr
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. About the Role: The Senior Consultant, Chief Control Office role is a key role within the 1LOD that will be responsible for supporting the team that designs and implements Northern Trust's internal control architecture, standards, inventory and establishment of quality standards. The ideal candidate will have experience working in a fast paced programme delivery environment, coupled with strong knowledge of Internal Controls and Operational Risk, both from a theoretical perspective and as a practitioner, respectively. The ability to understand risk and control frameworks integration, structure and alignment will be key. The candidate will also need programme/project delivery experience, supporting large, high profile pieces of work. The role will be part of a centralized team which needs to drive consistency and effectiveness around the internal control inventory, control standards, quality adherence and the utilization of internal controls to mitigate risk. Verbal and written communication skills will be critical as the role will support liaising with key stakeholders and collaborating with senior business leaders on key initiatives. This is a newly created function, which will require self-starting abilities and a proven track record of delivery and execution in a fast paced global environment. Major Duties The role holder will undertake a key role within the Chief Control Office in supporting the design and implementation of: Group wide control architecture including strategy and framework Control Standard including internal control methodology and best practice for control practitioners Control inventory to drive consistency in how controls mitigate risk across the group Ongoing oversight and management of the control inventory, adopted by Control Owners , including relevant governance and reporting Work with Control Owners across the group to harmonize and align control and other relevant internal standards Seek out and implement opportunities for increased usage of automated controls and/or machine learning Work closely with 1st and 2nd line of defence risk and control partners to develop and enhance risk and control management best practices Knowledge, Skills & Experience Required: Relevant experience/expertise in banking organizations, specializing in risk/control management and programme delivery Experience with Governance, Risk and Compliance (GRC) tools desirable Practical experience supporting the development and/or implementation of risk and control frameworks Delivery focused mindset gained through project and/or program management experience e.g. planning, issue management/escalation and running workshops/forums Critical thinker with strong problem solving abilities who is able to organize and manage people and resources to effectively prioritize issues and respond to senior management, Boards and key stakeholders Strong communication written/oral skills, ability to communicate complex topics in a simple and concise manner Ability to engage a diverse set of stakeholders, build long-term relationships, and create a collaborative and approachable environment Ability to think strategically, execute with precision and prioritize in a fast-paced environment Bachelor's degree in business administration, management, or a related field is preferable. This job description provides a general guide to the duties and responsibilities of the role and is not an exhaustive list of all duties and responsibilities. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at . We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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. The EMEA Client Marketing Associate role sits within the Global Northern Trust Asset Management (NTAM) marketing team. This position reports to the Head of Client Marketing, is based in the UK and is focused on executing client marketing initiatives in support of our institutional business across the EMEA region. This role will be instrumental in the day-to-day execution of marketing campaigns, webinar programs, client events, digital marketing activities, and custom content creation that drive awareness and engagement with institutional investors. Additionally the selected candidate will work closely with Sales teams, the broader NTAM marketing team and centers of excellence functional marketing partners to deliver marketing programs that support business objectives. Knowledge of institutional investors, and the nuances of the sales process will be critical to success, as will the ability to execute marketing tactics efficiently and effectively. Additional responsibilities include: Campaign Execution Assist in the execution of paid campaign activities to support broader Institutional marketing campaigns, developing promotional assets aligned to messaging strategy, and managing to deadlines in partnership with performance marketing team members. Support will include: Email Marketing Develop and manage email campaigns using Marketo, from briefing through deployment, including list management, content creation and coordination, testing, and reporting Partner with sales and Integrated Campaigns to develop dedicated campaign segmentation strategies Monitor campaign performance and provide regular reporting on key metrics Webinar Management Support the planning, promotion, and execution of institutional webinars across EMEA Develop webinar content specific to institutional investors in partnership with product marketing and investment teams Coordinate webinar logistics including registration pages, reminder sequences, pre-event promotion and post-event follow-up Track webinar attendance and engagement metrics Event Marketing Assist in the management and execution of events across the EMEA region Coordinate with Sales/Marketing teams to ensure event objectives align with business priorities Develop pre-, during-and, post-event marketing strategies, content and experiential promotional material and content in partnership with Senior Events Specialist Cross-functional Collaboration Work closely with Client Marketing and Sales teams and other Partners/Key stakeholders to understand market needs and priorities and to ensure aligned execution of the marketing plans for EMEA Collaborate with the broader NTAM marketing team, centers of excellence functional marketing teams, product and investments stakeholders to ensure alignment on messaging, tactical development and campaign execution Ensure effective, proactive communication of upcoming marketing campaigns and programs across stakeholder teams. Reporting & Analysis Communicate regular updates on campaign performance Identify opportunities for optimization based on performance data and adjust tactics accordingly. The ideal candidate should fair amount of the following skills & experience Experience with webinar platforms (ON24 preferable) and Marketing automation platforms (Marketo preferable) and CRM platforms (Salesforce preferable) Experience working with global or regional marketing teams Knowledge of financial services compliance and regulatory considerations for marketing communications General understanding of investment products and markets Strong organizational and project management skills with ability to manage multiple initiatives simultaneously with an eye to deadlines Excellent written and verbal communication skills Experience in campaign asset development across digital platforms: email, web, social, etc. Proven ability to work collaboratively with Sales teams and cross-functional stakeholders Detail-oriented with strong execution capabilities Comfortable working in a fast-paced environment and adapting to changing priorities Strong collaboration skills, with the ability to integrate varied perspectives for improved outcomes Familiarity with email campaigns and lead nurture strategies Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at . We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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. Role / Department The Senior Consultant role operates within a dedicated Dealing Team in the Transfer Agency Department. The role is recognised as a senior technical and operational authority, acting as a subject matter expert (SME) and key inter-team and inter-departmental collaborator. Reporting to a Dealing Manager, the Senior Consultant provides leadership without formal line-manager accountability, representing the needs of the team, the client, and the wider business. The role has significant responsibility for oversight, control, risk management, and delivery assurance, and plays a critical role in supporting both business-as-usual operations and change initiatives. The Transfer Agency Department provides fund administration services to multiple Fund Management companies, delivering the full range of shareholder servicing functions including Dealing, Registration, Finance, and the Investor Services Centre. The key responsibilities of the role include: Act as a recognised subject matter expert for Transfer Agency Dealing processes and platforms. Coordinate system and process testing, procedural updates, and training delivery for impacted teams. Provide expert support to teams to resolve complex issues and ensure stability. Maintain oversight of operational controls, ensuring procedures remain current, effective, and compliant with regulatory and internal policy requirements. Lead control reviews and support the implementation of enhanced controls where required. Ensure keystroke and operational procedures are accurate, approved, and consistently applied. Act as an escalation point for high-risk or complex issues requiring senior technical judgment. Provide day-to-day oversight of processing quality and timeliness across Transfer Agency Dealing locations. Monitor dashboards, deliverables, and reporting outputs to ensure commitments are met within agreed timeframes. Support KPI delivery and loss minimisation through proactive oversight and issue resolution. Prepare and review management information, including monthly widgets and dealing statistics, for senior stakeholders. Participate in weekly oversight calls with offshore and back-office locations, ensuring challenges are documented, tracked, and resolved. Represent the Dealing function in operational, inter-departmental, and client-facing forums. Liaise with clients on service delivery matters and Service Level Agreements, escalating risks or issues where appropriate. Maintain strong working relationships with internal stakeholders to support effective end-to-end service delivery. Provide functional leadership and coaching to team members, supporting skill development and operational excellence. Support the Manager in setting team objectives and embedding a strong performance culture. Promote open communication, knowledge sharing, and active cross-training within the team. Participate in recruitment activities and support structured, well-documented onboarding for new team members. Ensure mandatory training requirements are completed within required timelines. Skills / Qualifications Significant Transfer Agency or Fund Administration experience, with strong technical knowledge of Dealing operations. Proven ability to act as a senior subject matter expert, providing authoritative guidance and appropriately escalating or influencing decisions across teams and stakeholders. Strong understanding of regulatory requirements and operational risk management. Experience supporting or leading teams in a senior, non-managerial capacity. Client-facing experience with the ability to represent the function professionally and credibly. Strong planning, organisational, analytical, and problem-solving skills. Ability to manage multiple priorities in a fast-paced environment with a flexible approach to work. High level of accuracy and attention to detail. Strong PC skills, particularly Microsoft Word and Excel, with the ability to quickly learn new systems. Excellent written and verbal communication skills. Ability to work independently, exercise sound judgment, and resolve complex operational issues. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at . We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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. Northern Trust is seeking a Senior KYC Analyst to join the enterprise First Line of Defence (1LOD) Anti Money Laundering (AML)/Know Your Customer (KYC) function. The role reports to a KYC Operations Team Lead, within the Office of the Chief Operating Officer (COO). This position supports the timely end to end AML/KYC process across client onboarding, periodic reviews, and event driven reviews, ensuring compliance with Northern Trust policies and procedures. The role provides extensive review of Customer Identification, Customer Due Diligence, and Enhanced Due Diligence for all clients of Northern Trust. Role Overview The Senior KYC Analyst is responsible for supporting Lines of Business in the execution of AML/KYC requirements across onboarding, periodic, and event driven reviews. The role involves performing detailed reviews of client information and documentation, including complex and high risk cases, while supporting KYC Analysts with subject matter expertise and guidance to ensure consistent, high quality outcomes. Key Responsibilities Create and maintain KYC records by obtaining information and supporting documentation from internal and external sources Work alongside Relationship Managers and client facing teams to obtain documentation required to meet KYC requirements directly from clients Review information and documentation received to ensure compliance with Northern Trust AML/KYC policies and procedures Validate information within the KYC system of record and ensure Customer Identification Program (CIP) and Customer Due Diligence (CDD) is fully complete and accurate Perform Enhanced Due Diligence (EDD) on high risk clients, including Politically Exposed Person (PEP) analysis and completion of relevant EDD forms Analyse complex ownership structures to determine risk exposure and applicable jurisdictional KYC requirements Work with Second Line of Defence (2LOD) and the KYC Centre of Excellence (CoE) / Program Management teams regarding policy or procedural questions Ensure follow ups are performed in a timely manner to complete KYC within required deadlines and meet KRI / KPI targets Provide regular updates to stakeholders on progress and outstanding requirements Support KYC Analysts with complex KYC queries to minimise outreach to external teams Attend and participate in regular AML awareness training sessions to support the quality and consistency of deliverables The ideal candidate should have a fair amount of the following qualifications & experience A college or university degree and/or equivalent relevant professional experience Prior experience in an AML/KYC function Experience analysing complex ownership structures to determine risk exposure and jurisdiction specific KYC requirements Demonstrated ability to work effectively as a team player with strong time management skills Proven experience being an effective communicator with stakeholders Strong attention to detail with an analytical mindset Proficiency in Microsoft Word and Excel Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at . We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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. Major Duties :Advises business partners, including senior management, on Compliance programs and applicable laws, regulations, rules and standards, including keeping them informed of developments or changes that may affect their area. 2. Compliance-related laws, rules and standards, including keeping them informed of developments or changes that may affect their area. 3. Participates in developing Compliance programs and acts as a contact point within the company for Compliance inquiries from partners. 4. Participates in establishing written guidance on the appropriate implementation of Compliance programs and laws, regulations, rules and standards, through policies and procedures and other documents, such as Compliance manuals, internal codes of conduct and practice guidelines. 5. Assists senior management in developing Compliance programs and identifying partners who are required to take certain classes. 6. Identifies, measures, and documents Compliance risk to enhance Compliance risk assessments and assess the appropriateness of the company's Compliance procedures and guidelines. 7. Identifies situations which may pose significant Compliance risk and guides management in developing policies and/or procedures that minimize risk. 8. Interacts with business partners, regulators, and internal and external auditors on regulatory topics. 9. Operates independently; has in-depth knowledge of Compliance risk avoidance. 10. Serves as a subject matter expert or other resource within a group for regulatory Compliance matters. 11. May mentor junior level employees and review the work of others. Knowledge :Knowledge of risk management and the Companys strategic goals. In-depth knowledge of applicable laws and regulations, acquired through formal education and work experience, is required. Analytical and communication skills are necessary to consult with and communicate information to partners/clients; to analyze and summarize information; and to apply laws and regulations to the Companys business. Experience :5-7 or more years experience, preferably in Compliance or risk management; or equivalent related experience. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at . We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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. About the role: As part of the Fees Division, the Senior Analyst role is responsible for the complex aspects of Accounts Receivable, from set-ups, generation of all period-end invoicing for designated clients, cash application, account openings and closing audits, to billing related special projects. This role serves as one of the primary contacts for all fee related calculations, analysis and inquiries from our business partners. The Sr. Analyst must accurately and efficiently complete all assigned fee related tasks and responsibilities, demonstrate a firm understanding of our processes, the risk associated with them, their impact to the Bank's financial statements and to our clients. The Sr. Analyst will investigate billing issues as they arise and drive them to resolution to ensure we provide accurate and timely billing. The Sr. Analyst will adhere to the compliance guidelines and internal auditing requirements of the Bank and assist the Fee Leadership Team with ensuring best practices are being followed. The key responsibilities of the role include; Responsible for the complex aspects of Accounts Receivable, from set-ups, generation of all period-end invoicing for designated clients, cash application, account openings and closing audits, to billing related special projects Proactively monitor fee information on reports for errors with calculations, input, and variances in fees for assigned accounts from one period to another As the subject matter expert, assist with the training and development of new fee analysts Prioritize daily tasks to ensure productivity, accuracy and timeliness expectations are met in accordance to the established guidelines of the division Work in collaboration with our business partners to ensure accurate and timely invoicing to the client and solving billing related issues Resolve client/partner fee related inquiries in a timely manner Serve as a key liaison between Fee Billing, SOX, internal and external auditors, and other operational areas to provide analytical and procedural expertise Cross train on multiple areas in Fees to build a well-rounded experience Provide support for internal and external requests Research complex fee transactions Participate in projects and initiatives focused on process improvements and efficiency Communicate and escalate issues to Fee Management/Leadership Team as required Maintain policies and procedures and utilize best practices Skills/Experience; The successful candidate will benefit from having; Related experience in Accounts Receivable, Accounts Payable or Payroll. Detailed-oriented, team player with an analytical mind, and good problem solving capabilities Excellent oral and written communication skills Good time management, ability to multi-task, prioritize work and provide timely feed-back to management Self-motivated, self-starter, ability to thrive in a fast-paced, dynamic and demanding environment with a flexible approach towards changing work methods, deadlines and variable workloads Strong planning, organizational and problem solving skills with attention to detail Ability to work under pressure and to deliver to tight deadlines Strong mathematical skills, proficient with Excel Bachelor's degree preferred or demonstrates knowledge of the Financial Services industry Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at . We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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. Major Duties :1.Recruit, train, mentor and develop employees.2.Assist in defining performance standards, conduct performance reviews and handle salary administration.3.Provide management, leadership and guidance to staff, creates an environment that encourages employee engagement, teamwork, and communication.4.Participate in the development of staffing and succession plans. 5.Proactively prepares to ensure an effective onboarding experience for new Partners.6.Oversee the delivery of daily functions and tasks in order to meet client Service Level Agreements.7.Engage in the generation, interpretation and actioning of Management Information Statistics (MIS) metrics.8.Able to identify opportunities for improvement within existing technology applications while acting as a liaison with Partner areas to drive resolution.9.Ensure appropriate operational controls in order to manage and mitigate risk to Northern for increasing knowledge of the IOO product & service delivery analyze and resolve complex client in performing cost benefit and impact analysis related to the request for new client out complex activities with significant financial, client, and/or internal business impact; delivers a work product that requires little working relationships with clients; be an advocate for the for the delivery and continuous enhancement of IOO middle office operations and client services. 16.Serve as a point of escalation, maintain and monitor issues log and work to resolve client servicing issues in a timely and conduct Quarterly Service Reviews, Due Diligence meetings, and other Client meetings as for understanding the client's business and needs/ for obtaining in-depth knowledge and understanding of IOO products and services and how they are manufactured and internal and Client issues are communicated and escalated in a timely manner. 21.Facilitate the Shared Services Engagement model, responsible for coordinating shared service delivery across NT servicing :Knowledge of financial services, asset management and/or investment operationsExcellent oral and written communication skills Analytical and problem solving skills Highly flexible and adaptable to change Attention to detailWorks with a sense of urgencyExperience :A College or University degree and/or 4-6+ years of relevant proven work experiencePrevious Financial Industry Operations, Asset Management and/or Investment Operations experience a plusPrevious client management and client service experience in a service oriented environment Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at . We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
