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Senior Fidicuary Coordinator

northern trustThe Woodlands, TX

3 days ago

Occupations

Compliance ManagersFinancial Specialists, All OtherFinancial Risk Specialists

Industries

Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment Advice
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About the role

Overview: In this role you will support the South Region Advisory practice by coordinating fiduciary matters and guiding onboarding and review processes. You will act as a liaison with IT during design, development, and testing, and you will help define scope and translate needs with business partners. The role emphasizes governance, accuracy, and proactive issue resolution within fiduciary operations. You will work closely with RCFO and fiduciary teams to ensure timely, compliant outcomes and to provide analytics to inform decisions. Compensation / Benefitsflexible and collaborative work cultureinclusive workplacephilanthropy culture
Responsibilities:
  • Handle intake, triage, preparation, follow-up and follow-through on fiduciary matters escalated for review
  • Act as initial reviewer of RCFO-escalated submissions for completeness and clarity
  • Ensure submissions align with policy, precedent, and governance expectations
  • Collaborate with SFOs and Fiduciary Partners to resolve issues at appropriate levels
  • Track themes and recurring fiduciary issues to support proactive guidance
  • Provide data analytics and metrics reporting for fiduciary activity and partners
  • Coordinate with committee secretaries to support RCFO's regional oversight
  • Demonstrate organization, accuracy, attention to detail, and follow-through
  • Support RCFO team projects by coordinating tasks and tracking progress
Key requirements:
  • Experience as a Trust Administrator, Senior Account Specialist or Associate Relationship Advisor in Wealth Management, Trust & Advisory, or Fiduciary Administration
  • Strong understanding of fiduciary operations, trust administration, and governance concepts
  • Ability to coordinate administrative details across multiple stakeholders without formal authority
  • Excellent organizational skills and ability to track commitments and ensure timely follow-through
  • Professional discretion, integrity, and strong written and verbal communication skills
  • Interest in fiduciary leadership and oversight rolesstrong written and verbal communicationprofessional discretion and integrityexcellent organizational skillsdata analyticsmetrics reportinggovernance and policy alignment

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JOB OVERVIEW

Experience level

Senior

Location

The Woodlands, TX

Occupation

Compliance Managers

Industry

Trust, Fiduciary, and Custody Activities

Posted

3 days ago

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