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Limerick, Limerick, Ireland TN Ireland Full timeAbout the OpportunityNorthern Trust offers a unique opportunity for an experienced Investment Fund Financial Reporting Expert to join our team in Ireland. As a key member of our financial reporting team, you will be responsible for delivering high-quality financial reports to our clients. Your expertise will help us maintain the highest standards of accuracy...
Investment Fund Specialist
2 weeks ago
About Northern Trust:
Northern Trust is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
We are 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 over 130 years of financial experience and more than 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Key Responsibilities:
- Ensure Queries Are Handled Accurately: Ensure investor queries are handled in accordance with our quality and service level standards across calls and emails for all clients.
- Provide Subject Matter Expertise: Be a subject matter expert and assist the team with handling complex queries, including escalated cases.
- Meet Deadlines: Ensure your own tasks and responsibilities are completed within the correct time scales, including QC and Bank Verification outbound calls.
- Collaborate with Team Members: Attend and participate in team huddles and team meetings. Participate in client visit meetings as required.
- Mentor New Team Members: Act as a buddy/mentor to new team members. Provide assistance and coaching to new members of the team. Act as a point of reference for their queries.
- Improve Quality: Support the improvement of quality through procedural reviews and enhancements.
- Monitor Client Queries: Monitor and report on various client queries. Make recommendations to the team leader on procedure changes.
- Manage Statistics and Reports: Complete and send out the team's statistics or reports as requested.
- Act as a Point of Reference: Act as a mentor to all members of the team, providing support and assistance where necessary.