Trust Coordinator

Job Description

Essential Functions

• 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

Additional Essential Functions

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

Work Experience

General Employee Knowledge, Skills, and Abilities

Additional Knowledge, Skills and Abilities

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.