Trust Coordinator

Job Description

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

Essential Functions
Follow established and defined policies and procedures requiring sound reasoning judgment and initiative
Coordinate 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
Assist with special projects seminars and special events
Ensure 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
Coordinate and monitor all incoming rollovers into designated plan
Provide administrative support for all Account Managers/Trust Officers
Assist with audits and special projects as needed
Recommend improvements to procedures
Provide appropriate customer service levels
Minimizing departmental non-payroll costs
Maximize technology tools available
Ensure accuracy of financial data
Communicate problems or areas requiring attention to manager

Additional Essential Functions
Ensure compliance with Northwests policies and procedures and Federal/State regulations
Navigate Microsoft Office Software computer applications and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment

Safety and Health for those without supervisory duties
Abide by the rules of the safety and loss prevention program
Perform work tasks in a safe manner
Report any and all injuries to supervisor
Know what to do in case of an emergency

QUALIFICATIONS
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education
High School Diploma or equivalent

Work Experience
3 - 5 years customer service experience

General Employee Knowledge Skills and Abilities
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

Additional Knowledge Skills and Abilities
Ability to work with PCs word processing and spreadsheets
Skill in telephone etiquette
Clerical aptitude

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.