Northern Trust is seeking a detail-oriented professional to support portfolio managers and investment advisors. Duties include preparing client meeting materials, retrieving and processing reports, and setting up client files with documentation. The role emphasizes strong analytical and communication skills, knowledge of investment products, and collaboration with investment teams to ensure accurate, timely client service.

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Level

Junior L3

Location

Scottsdale, AZ

Occupation

Brokerage Clerks

Industry

Portfolio Management and Investment Advice

Posted

4 days ago

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