Northern Trust Mock Interview
Practice 30 Northern Trust interview questions covering wealth management, fiduciary standards, and client service excellence.
Question 9 of 30
Tell me about the systems and tools you lean on to do your job.
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Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
If Northern Trust mentions tools or tech in their job posting, be prepared to discuss your exposure to those during your interview. Talk to the interviewer about the tools you currently use and others you have experience with. If you are new to your career, discuss any programs you took in university or during your internship. Be sure to show the interviewer you are eager and willing to learn.
Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"First and foremost, I use my CRM all day long and rely heavily on it for my pipeline of business and existing client portfolio. I use Capsule because it allows me to share progress with my team should we work on larger investment accounts together. Aside from my CRM, I also use email marketing automation software, which allows me to keep my leads warm with an email funnel that I have automated. A new tool I love is NestEgg Estimator, a Google app that takes my client's finances and breaks them down into income, taxes, assets, and debt, better helping me calculate their retirement needs. The app allows me to play out various scenarios, such as changes in job, expenses, and spending."
Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"I have been teaching myself a few new tools in anticipation of my first job in wealth management. These tools include Salesforce CRM. I have been taking their free webinars and tutorials. I have used YouTube channels to learn additional tech, such as Black Diamond, a cloud-based portfolio management platform. I understand that Black Diamond will help me with information aggregation, customizing reports, and other tasks required of a junior advisor."
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