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 purposes, and performs a variety of administrative and clerical duties. The role coordinates account documentation and communications with Trust Operations; supports account opening, maintenance, and closing; verifies and processes transactions as directed; and helps address account, customer, and operational issues. It also monitors account activity, transfers, cash balances, distributions, bill payments, incoming assets, rollovers, and daily balance sheets, while ensuring document and financial data integrity. The position provides customer service and administrative support to Trust personnel and operational staff, assists with audits, projects, seminars, and events, and may support or train other personnel and perform committee secretary duties. The Trust Coordinator follows company policies and procedures and applicable regulations, uses Microsoft Office and department-specific applications, works as part of a team, and communicates problems or areas requiring attention to a manager.

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 communicate ideas and information clearly and concisely, orally and in writing, in a manner appropriate to the audience.
Active listening skills and ability to share information and facilitate the open exchange of ideas.
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 PCs, word-processing software, and spreadsheets.
Telephone etiquette skills.
Clerical aptitude.

Responsibilities

Follow established policies and procedures, applying sound reasoning, judgment, and initiative.
Coordinate account documentation, including establishing, maintaining, and closing accounts in the trust accounting system.
Coordinate documentation and communications with Trust Operations.
Verify and/or process transactions and initiate specific transactions as directed.
Identify and resolve daily account, administrative, customer, and operational issues.
Assist with special projects, seminars, and special events.
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 and assist customers as needed.
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 transfers when opening or closing accounts.
Process client distribution requests and bill payments as directed.
Check previous-day operational transactions; monitor receipt of new-account and closing-account assets and money.
Update current client system information for Operations and deposit/post transactions.
Provide assistance and training to other personnel; contribute to committees as requested and perform Committee Secretary duties when assigned.
Monitor and reconcile daily balance sheets, including those from outside record keepers.
Coordinate and monitor incoming rollovers into designated plans.
Provide administrative support for Account Managers and Trust Officers and assist with audits and special projects.
Recommend procedural improvements, provide appropriate customer service, minimize departmental non-payroll costs, and maximize available technology tools.
Ensure accuracy of financial data and communicate problems or areas requiring attention to a manager.
Ensure compliance with company policies and procedures and Federal and State regulations.
Use Microsoft Office, computer applications, and department-specific software to improve efficiency.
Work as part of a team and with on-site equipment.
Follow safety and loss-prevention rules, perform tasks safely, report injuries to a supervisor, and know emergency procedures.