Trust Coordinator 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 include following established policies and procedures, coordinating account documentation, verifying and processing transactions, identifying and resolving daily account/administrative issues, assisting with special projects, seminars, and special events, ensuring document and data integrity, organizing and filing correspondence and documentation, managing personal workload/workflow, originating and typing correspondence/documentation, answering the telephone, identifying and resolving customer/operational issues, assisting customers as needed, partnering with Trust personnel and operational staff, generating customer documents and agreements, inputting new account system information, monitoring overdrafts and excess cash balances in Trust Accounts, monitoring the timely processing of transfers when opening/closing accounts, processing distributions requests and bill payments for clients, checking previous days operational transactions, monitoring receipt of new account assets and money, monitoring receipt of closing account assets and money, updating current client system information to operations, depositing/posting all transactions, providing assistance/training to other personnel, contributing to various committees, performing Committee Secretary duties, monitoring and reconciling daily balance sheets, coordinating and monitoring all incoming rollovers into designated plan, providing administrative support for all Account Managers/Trust Officers, assisting with audits and special projects as needed, recommending improvements to procedures, providing appropriate customer service levels, minimizing departmental non-payroll costs, maximizing technology tools available, ensuring accuracy of financial data, and communicating problems or areas requiring attention to manager. Additional Essential Functions include ensuring compliance with Northwest's policies and procedures, and Federal/State regulations, navigating Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency, working as part of a team, working with on-site equipment safety and health for those without supervisory duties, abiding by the rules of the safety and loss prevention program, performing work tasks in a safe manner, reporting any and all injuries to supervisor, and knowing what to do in case of an emergency. Qualifications to perform this job successfully include a high school diploma or equivalent, 3-5 years of 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, ability to work with PC's, word processing and spreadsheets, skill in telephone etiquette, and clerical aptitude. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Trust Coordinator • Fishers, IN, United States
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