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 initiativeCoordinate account documentation, including establishing, maintaining, and closing accounts on the trust accounting system
•     Coordinate documentation and communication with Trust OperationsVerify and/or process transactions, as directed
•     Initiate specific transactions , as directedIdentify/resolve daily account/administrative issues
•     Assist with special projects, seminars, and special eventsEnsure total document and data integrity
•     Organize and file correspondence and documentationManage personal workload/workflow
•     Originate and type correspondence/documentationAnswer the telephone
•     Identify and resolve customer/operational issuesAssist customers, as needed
•     Partner with Trust personnel and operational staffGenerate customer documents and agreements, as directed
•     Input new account system informationMonitor overdrafts and excess cash balances in Trust Accounts
•     Monitor the timely processing of transfers when opening/closing accountsProcess distributions requests and bill payments for clients, as directed
•     Check previous days operational transactionsMonitor receipt of new account assets and money
•     Monitor receipt of closing account assets and moneyUpdate current client system information to operations
•     Deposit/post all transactionsProvide 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 keepersCoordinate and monitor all incoming rollovers into designated plan
•     Provide administrative support for all Account Managers/Trust OfficersAssist with audits and special projects as needed
•     Recommend improvements to proceduresProvide appropriate customer service levels
•     Minimizing departmental non-payroll costsMaximize technology tools available
•     Ensure accuracy of financial dataCommunicate problems or areas requiring attention to managerAdditional Essential Functions Essential Functions
•     Ensure compliance with Northwest’s policies and procedures, and Federal/State regulationsNavigate 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 teamWork with on-site equipmentSafety and Health for those without supervisory duties 
•     Abide by the rules of the safety and loss prevention programPerform work tasks in a safe manner
•     Report any and all injuries to supervisorKnow what to do in case of an emergencyQUALIFICATIONSTo 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.EducationHigh School Diploma    or equivalent             Work Experience3 - 5 years    customer service experienceGeneral 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 writtenAbility 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 AbilitiesAbility to work with PC's, 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.