Technical Coordinator, Client Reporting
Northern Trust
Manila, National Capital Region, Philippines
6d ago

About Northern Trust

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally.

With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies.

Build your career with us and apply today!

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.

If, because of a medical condition or disability, you need reasonable accommodation for any part of the employment process, please email us at APAC Talent Acquisition Communications

Role Description

  • Preparation of Client Servicing Reporting including KeyPerformance Indicator (KPI) and Management Information Statistics (MIS) reportsfor complex and sensitive clients.
  • Meet all the SLAs set by the business for the process interms of timeliness and accuracy.
  • Must be able to multitask, also prioritize on the workallotted based upon the deadlines.
  • Strong verbal and written communication skills
  • A self-starter who can take the initiative
  • Must utilize his / her time in an appropriate manner,hence, the time saved can be utilized for further productivity and maximizeefficiency.
  • Actively conduct Team meetings and huddles. Also, shouldbe able to provide inputs whenever necessary.
  • Capable of using analytical skills in solvingissues / problems faced by the team.
  • Any issues causing a concern must be immediately raisedto the TL (or) Line Manager.
  • Should be able to take ownership for any Adhoc requests,and must be able to complete the same within the specified SLA.
  • To take complete ownership on review of all theactivities and to maintain high qualityat all time
  • Actively participating in monthly calls with the homelocation.
  • General

  • Deliver high quality service to stakeholders by accurate,timely completion of all assigned tasks and requests for information.
  • Ensure workload allocated completed in an accurate andtimely manner
  • Organise workload across various team members andallocated work to Team members in an efficient and effective manner.
  • Carry out duties in accordance with procedures andescalate to manager wherever required.
  • Work closely with Manager to achieve long term departmentgoals and on various processes / projects
  • Core

  • Perform tasks of defined processes or procedures andcheck for errors.Adhere to theprocedures in relation to all tasks, and have an in built ability to take upownership of the monthly reporting process and fund / report checklists.
  • Ensure all monthly reports are completed in an accurateand timely manner
  • Deliver high quality service to stakeholders by accurate,timely completion of all assigned tasks and requests for information
  • Reconcile and provide solutions to all queries in atimely, accurate and appropriate manner
  • Escalate to the Seniors any potentially difficultsituations which may impact the monthly reports
  • Proactively seek to identify and improve current coreprocedures.
  • Ability to learn other process within the Reportinggroup.
  • Ability to understand the process and review of all theactivities independently and time bound manner.
  • Seek to learn quickly and strive to continually improveservice offered.
  • Maintain DPAD’ and SOP periodically as per the requiredstandards
  • Preparation of Monthly stats and allocation as per MISdeliverables to the team.
  • Business

  • Understand risk in own team, help others to understandrisk and to recognise that risk is everyone’s responsibility
  • Carry out duties in accordance with procedures and SLDs
  • Respond flexibly to the needs of the current situation,amend own work program to deliver client requirements.
  • Management

  • Support the implementation of business plans.
  • To be viewed as a role model in the team.
  • Manage the allocation of the workload in a fair and efficientmanner.
  • Review the work status in regular intervals and work onthe priorities from time to time along with proper allocation.
  • Delegate appropriately and ensure deliverables are inaccordance with the audit points.
  • Deliver training / coaching effectively.
  • Give feedback about partner’s performance to their linemanager based on your observation
  • Make sure to initiate team meeting with home countryManager to receive feedback and deliver as per the expectation.
  • Look out for the opportunity to reduce cost and FTEsaving to meet the yearly productivity targets
  • Qualifications

  • Knowledge of financial instruments and theInvestment Banking Industry
  • Candidate to have 4-6 years of experience inrelated industry
  • Appreciation and understanding of Fund Services Clients.
  • Ability to analyse data andassist in present to various stakeholders
  • Effective in the use of a variety of communicationmethods.
  • Internal candidates must meet the IJP eligibility requirements of Northern Trust
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