Trust Coordinator

About the role

The Trust Coordinator provides administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit, and performing a variety of administrative and clerical duties.

Responsibilities

• Follow established and defined policies and procedures requiring sound reasoning, judgment, and initiative
• Cookbook account documentation, including establishing, maintaining, and closing accounts on the trust accounting system
• Coordinate documentation and communication with Trust Operations
• Verify and/or process transactions, as directed
• Initiate specific transactions, as directed
• Identify/resolve daily account/administrative issues
• Affirm total document and data integrity
• Organize and file correspondence and documentation
• Manage personal workload/workflow
• Originate and type correspondence/documentation
• Answer the telephone
• Identify and resolve customer/operational issues
• Assist customers, as needed
• Partner with Trust personnel and operational staff
• Generate customer documents and agreements, as directed
• Input new account system information
• Monitor overdrafts and excess cash balances in Trust Accounts
• Monitor the timely processing of transfers when opening/closing accounts
• Process distributions requests and bill payments for clients, as directed
• Check previous days operational transactions
• Monitor receipt of new account assets and money
• Monitor receipt of closing account assets and money
• Update current client system information to operations
• Deposit/post all transactions
• Provide assistance/training to other personnel
• Contribute to various committees (as requested)
• Perform Committee Secretary duties (as assigned)
• Monitor and reconcile daily balance sheets, including those that come from outside record keepers
• Cookbook incoming rollovers into designated plan
• Assist with audits and special projects as needed
• Recommend improvements to procedures
• Provide appropriate customer service levels
• Minimize departmental non-payroll costs
• Maximize technology tools available
• Ensure accuracy of financial data
• Communicate problems or areas requiring attention to manager

Qualifications

• High School Diploma or equivalent
• 3 - 5 years customer service experience
• Ability to establish effective working relationships among team members and participate in solving problems and making decisions
• Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
• Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
• Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
• Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas