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Financial Services Professional

7 days ago

Manila, National Capital Region, Philippines Northern Trust Full time

About Northern Trust:

A globally recognized financial institution, Northern Trust has been in continuous operation since 1889.

With over 130 years of experience and more than 22,000 partners, we provide innovative financial services to the world's most sophisticated clients.

Job Summary:

This role is responsible for coordinating market documentation needs with the Client Services Team and clients. Prepares market documents required for clients and works closely with them through completion.

Responsibilities:

  • Analyzes client and client servicing requests
  • Prepares market documents and coordinates directly with clients
  • Requests verification of completed documentation from partner areas
  • Updates clients, Client Services team, and Sub-Accounts with the latest status
  • Ensures all documents are accurately inventoried and stored online
  • Coordinates legalization tasks with state, federal, and foreign authorities
  • Forwards complete document packages to partner areas following agreed procedures
  • Participates in client meetings and conference calls
  • Reviews processes and recommends improvements
  • Creates procedures for manual workflow or system changes
  • Writes proposals for system enhancements and actively participates in testing
  • Implements new efficiencies to improve accuracy, timeliness, and reduce costs
  • May have direct interaction with committees and/or Senior Management as a subject matter expert