Team Service Coordinator - Traverse City, MI

Greenleaf Trust•Traverse City, MI

6d•Onsite

About The Position

At Greenleaf Trust N.A., our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement plan services. We adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service to our clients. This is a full-time, in-office position seated at the Traverse City reception desk, responsible for professionally greeting and assisting clients and teammates, ensuring a welcoming and well-supported office environment. Additionally, responsible for coordinating the efforts and workflow of the Client Centric Teams while providing comprehensive, proactive service to external clients and teammates. Duties are carried out under general supervision and individuals are responsible for daily independent decisions related to servicing clients.

Requirements

Bachelor’s Degree and a minimum of one year of professional office experience or equivalent education and experience.

Nice To Haves

Prior financial services and customer service experience preferred, but not required.

Responsibilities

Ensure smooth office operations by providing general support and professional, timely phone coverage, using independent judgment to handle phone inquiries from clients, research and respond as appropriate within company guidelines
Welcome visitors warmly, assess their needs and create a positive first impression
Plan and prepare accommodations for guests and meetings, maintaining organized, well-equipped conference rooms
Assemble and distribute documents, presentations and meeting materials as needed
Facilitate ordering, setup and cleanup for team and client lunches
Routinely manage and organize office and kitchen supplies to maintain readiness and efficiency
Coordinate with Traverse City Market Team Lead, HR and Marketing on initiatives such as parking, advertising, Salesforce campaigns, event planning and community affairs
Maintain the Traverse City Office Calendar, coordinating events and meetings
Coordinate with TC Market Team Lead and Building Manager for TC building needs and usage
Perform effectively under high volume and traffic, maintaining a positive and professional demeanor
Create positive relationships with external clients, third-party vendors and teammates
Coordinate & lead TRO/TSC weekly team meeting
Coordinate & lead TRO/TSC/WMA quarterly team meetings
Preparation of business letters and various other forms of written communications to clients
Manage the prospect-to-client lifecycle process to ensure all steps are completed
Maintain schedule of client meeting preferences, schedule client meetings, assist in the preparation of meeting materials and host post-meeting-meetings to understand the necessary follow-up tasks, assigning due dates and responsible parties
Prepare and ensure completion of client documentation necessary to meet policy requirements including prepping for monthly Trust Committee Meetings
Initiate transactions in client accounts, including deposits, transfers and disbursements
Actively support marketing events and mailings
Manage client contact through utilization of Salesforce
Maintain and update compliance-related documentation
Identify opportunities for process improvement and innovation and participate as an impactful member of workgroups and projects as assigned
Provide general support for any appropriate position or function within Personal Trust or other areas within Greenleaf Trust
Perform administrative duties in support of the Client Centric Team
All other duties as assigned
Comply with all information and physical security policies and procedures.
Participate in recurring training in information and physical security policies.