SrAssociate,WealthStrategist

**_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\. Researches prospects through Factiva and Lexus Nexis. Prepares materials (i.e. letters, agreements, marketing updates) for prospect, COI or client meetings and presentations. 2\. Compiles reports for prospects, COI or client meetings and presentations. 3\. Makes necessary arrangements for prospect, COI or client meetings involving travel, audio-visual aides, seminar/lunch/dinner reservations, meetings, seminars, etc 4\. Performs special projects (i.e. coordinating reports, preparing account analysis and workflow reports) that require responding to specific account inquiries and issues. 5\. Work with prospect database to implement proactive DRIP campaign to convert leads into prospects. Set up files on new business prospects. 6\. Reviews and organizes all asset/family information and trust documents to assess the bank¿s appointment status, and any discrepancies between documents. Reviews all correspondence and accompanying documentation from prospects and attorneys to assimilate all possible information about new business opportunity. 7\. Submits account documents to the legal area and external attorneys after inspecting them to ensure adherence to established guidelines and to obtain missing information, correct documents, clarify information, and resolve problem situations. 8\. Works with Wealth Strategists to maintain active prospect files and reminders to initiate calls f