Trust Coordinator

Northwest Bancorp • Fishers, IN

78d

About The Position

The position involves following established policies and procedures, coordinating account documentation, and ensuring data integrity within the trust accounting system. The role requires sound reasoning, judgment, and initiative to manage various administrative tasks, assist customers, and support Trust Operations. Responsibilities include processing transactions, managing personal workload, and providing administrative support to Account Managers and Trust Officers. The individual will also contribute to special projects and committees as needed, ensuring compliance with regulations and company policies.

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

Nice To Haves

• Ability to work with PCs, word processing and spreadsheets
• Skill in telephone etiquette
• Clerical aptitude

Responsibilities

• Follow established and defined policies and procedures requiring 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 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

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees