Trust Coordinator

Northwest Bank•Erie, PA

3d•Onsite

About The Position

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. This role requires the ability to follow established policies and procedures, coordinate account documentation, and process transactions. The coordinator will also identify and resolve daily account/administrative issues, assist with special projects, and ensure data integrity. Key responsibilities include managing workload, originating correspondence, answering telephones, and assisting customers. The role involves partnering with Trust personnel and operational staff, generating customer documents, inputting new account information, and monitoring various account balances and transactions. Additionally, the Trust Coordinator will provide assistance and training to other personnel, contribute to committees, and monitor balance sheets and rollovers. The position also supports audits, recommends procedural improvements, and ensures accuracy of financial data.

Requirements

High School Diploma or equivalent
3 - 5 years 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
Clerical aptitude

Responsibilities

Coordinate account documentation, including establishing, maintaining, and closing accounts on the trust accounting system
Coordinate documentation and communication with Trust Operations
Verify and/or process transactions, as directed
Initiate specific transactions, as directed
Identify/resolve daily account/administrative issues
Assist with special projects, seminars, and special events
Ensure total document and data integrity
Organize and file correspondence and documentation
Manage personal workload/workflow
Originate and type correspondence/documentation
Answer the telephone
Identify and resolve customer/operational issues
Assist customers, as needed
Partner with Trust personnel and operational staff
Generate customer documents and agreements, as directed
Input new account system information
Monitor overdrafts and excess cash balances in Trust Accounts
Monitor the timely processing of transfers when opening/closing accounts
Process distributions requests and bill payments for clients, as directed
Check previous days operational transactions
Monitor receipt of new account assets and money
Monitor receipt of closing account assets and money
Update current client system information to operations
Deposit/post all transactions
Provide 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 keepers
Coordinate and monitor all incoming rollovers into designated plan
Provide administrative support for all Account Managers/Trust Officers
Assist with audits and special projects as needed
Recommend improvements to procedures
Provide appropriate customer service levels
Minimizing departmental non-payroll costs
Maximize technology tools available
Ensure accuracy of financial data
Communicate problems or areas requiring attention to manager
Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
Navigate 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 team
Work with on-site equipment
Abide by the rules of the safety and loss prevention program
Perform work tasks in a safe manner
Report any and all injuries to supervisor
Know what to do in case of an emergency