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
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
Ensure compliance with Northwest’s 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
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 preferred
Work Experience
3 - 5 years customer service experience preferred
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 PC's, word processing and spreadsheets
Skill in telephone etiquette
Clerical aptitude
#LI-JB1
Salary.com Estimation for TRUST COORDINATOR in Erie, PA
$46,975 to $56,781
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution.
Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right.
Surveys & Data Sets
Sign up to receive alerts about other jobs with skills like those required for the TRUST COORDINATOR.
Click the checkbox next to the jobs that you are interested in.