Trust Coordinator

Northwest Bank•Bellevue, PA

About The Position

The Trust Coordinator provides administrative support to Account Managers and Trust Officers, maintains account files for compliance and audit, and performs a range of administrative and clerical duties. The role coordinates account documentation and communications with Trust Operations; processes and monitors account transactions, transfers, distributions, bill payments, balances, and assets; maintains accurate customer and financial data; and supports customer service, audits, projects, seminars, and events. The Trust Coordinator follows established policies and procedures and applicable regulations, works with trust personnel and operational staff, and communicates issues requiring management attention. The position also requires using Microsoft Office and department-specific software and equipment, contributing to a team, and following workplace safety procedures. Other assigned duties may include assisting or training personnel, serving as a committee secretary, participating in committees, and recommending procedural improvements.

Requirements

High school diploma or equivalent.
Three to five years of customer service experience.
Ability to establish effective working relationships with team members and participate in problem-solving and decision-making.
Ability to express ideas and information clearly and concisely, orally and in writing, in a manner suited to the audience.
Ability to listen actively, share information, and facilitate open exchange of ideas and information.
Ability to set courses of action, establish goals, track work progress, and use time and information effectively.
Ability to make sound decisions using perceptive and analytical processes and good judgment in ambiguous situations.
Ability to work with personal computers, word-processing software, and spreadsheets.
Telephone etiquette skills.
Clerical aptitude.

Responsibilities

Follow established policies and procedures, using 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, process, and initiate transactions as directed.
Identify and resolve daily account, administrative, customer, and operational issues.
Assist with special projects, seminars, events, and audits.
Maintain document and data integrity; organize and file correspondence and documentation.
Manage personal workload and workflow; originate and type correspondence and documentation; answer telephone calls.
Assist customers as needed and provide appropriate customer service.
Partner with Trust personnel and operational staff.
Generate customer documents and agreements as directed, and input new account information into the system.
Monitor overdrafts and excess cash balances in trust accounts.
Monitor timely processing of account-opening and account-closing transfers, and receipt of new and closing account assets and money.
Process client distribution requests and bill payments as directed.
Check previous-day operational transactions; deposit and post transactions.
Update current client system information for Operations.
Provide assistance and training to other personnel; contribute to committees and perform committee secretary duties as assigned.
Monitor and reconcile daily balance sheets, including those from outside record keepers.
Coordinate and monitor incoming rollovers into designated plans.
Provide administrative support to Account Managers and Trust Officers.
Recommend improvements to procedures, minimize departmental non-payroll costs, and maximize available technology tools.
Ensure accuracy of financial data and compliance with company policies, procedures, and federal and state regulations.
Communicate problems or areas requiring attention to the manager.
Use Microsoft Office, computer applications, and department-specific software; work as part of a team and with on-site equipment.
Follow safety and loss-prevention rules, perform tasks safely, report injuries, and know what to do in an emergency.