Sr Analyst, Account Opening

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 Summary

Under general supervision (but works independently most of the time) responsible for processing simple and complex maintenance activities within a set procedures/guidelines prescribed. Safekeeping of all original trust documents, wills, sundries and family business files. Performs an annual physical inventory of all sundry assets on record, provides various ancillary services such as tax cost report mailing, no investment responsibility, product changes, IM fee payments, asset restrictions, imaging, etc.

Major Duties:

• 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.

• Interact with internal partner groups, external parties or with the clients to provide resolution to client issues and requests.

• Responsible for identifying and resolving more complex problems within established guidelines.

• Carries out activities with significant financial, client, and/or internal business impact

• May have direct interaction with committees and/or Senior Management

• Able to serve as a subject matter expert to other more junior level employees

• More technically sound in area of expertise and may have a broader knowledge of other areas

• Delivers a work product that requires less revision

• Able to facilitate discussions and reach decisions

Knowledge:

• Strong attention to detail as activities may have significant financial, client or business impact.

• Ability to multitask with a focus on organization and time management.

• Excellent oral and written communication skills required to present information/ideas in a clear and concise manner.

• In-depth Functional / Industry Knowledge is required.

• Highly flexible and adaptable to change

• Technical skills / systems knowledge (e.g. PeopleSoft) is required.

Experience:

• A College or University degree and/or relevant proven work experience is required preferred.

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 Our Manila Office

The Northern Trust Manila office celebrated a decade of excellence in 2024. Through agility, resiliency, innovation, and excellence, they have evolved into a dynamic hub with diverse capabilities and a thriving workforce of over 1,200 — driving meaningful impact and sustainable growth. Learn more.