Investment Associate

Northern Trust(3 days ago)

Naples, FLOnsiteFull TimeTrainee$31,005 - $42,987 (estimated)Wealth Management

About this role

Northern Trust is seeking an Investment Associate to support Portfolio Advisors in providing high-quality wealth management services to clients. The role involves client communication, report preparation, transaction oversight, and adherence to investment guidelines, within an office-based environment.

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Required Skills

Excel
Investment Products
Client Service
Reporting
Transaction Processing
Financial Analysis
Communication
Organizational Skills
Teamwork
Risk Management

About Northern Trust

northerntrust.com

Guided by founding principles of service, expertise and integrity, our experts help the world’s most successful individuals, families and institutions achieve their goals.

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