Family Office Coordinator - Grand Rapids, MI

Job Description

Job Description

WHO WE ARE

At Greenleaf Trust N.A. , our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement plan services. We adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service to our clients.

SUMMARY

Coordinate the efforts and workflow of the Family Office while providing comprehensive, pro-active service to external clients. With extreme confidentiality, provide assistance and support to the Family Office Advisors and Family Office Team Members. Individuals are responsible for daily independent decisions related to servicing clients.

YOUR ROLE IN SERVING OUR CLIENTS AND ASSISTING DIVISIONS INCLUDES :

• Handle phone inquiries from clients, research response, and respond as appropriate.
• Create positive relationships with external clients and co-workers.
• Coordinate trust administration handoffs between Family Office and Greenleaf Trust Delaware.
• Coordinate services with outside vendors and service providers.
• Develop expertise on various Family Office software applications including DocuShare, Addepar, Gifts Online, and other Family Office tools to serve as subject matter expert on applicable project teams.
• Schedule and coordinate team meetings to ensure team communication, meeting preparation and timely completion of tasks.
• Decision making ability to problem-solve and manage workflow efficiently.
• Preparation of business letters and various other forms of written communication.
• Facilitate processing of deposits, withdrawals or other financial transactions.
• Manage the prospect-to-client lifecycle process to ensure all steps are completed.
• Maintain, and update in Salesforce, client preferences and service expectations.
• Schedule client and / or vendor meetings and assist in the preparation of meeting materials, host post-meeting-meetings to understand the necessary follow-up tasks and assign due dates and responsible parties for all.
• Prepare and ensure completion of documentation necessary to meet policy requirements, including discretionary action requests, original documentation coordination, and asset setup, pricing and maintenance.
• Develop and maintain a basic understanding in key areas such as trust and estate planning, investment management, retirement planning, tax planning and other areas touching the clients’ lives.
• Actively participate in event-driven marketing events for Family Office clients.
• Client contact management; including maintenance of paper files and updating the CRM system when client contact is made.
• Provide general assistance and support (“back-up”) for any appropriate position or function within the Family Office Division or other areas of Greenleaf Trust as needed.
• Bill pay processing and tracking.
• Tax Voucher Tracking.
• Mail sorting and scanning.
• Cash tickler maintenance.
• All other duties as assigned.

DEI COMMITMENT

Greenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations.

SECURITY RESPONSIBILITIES

Employees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.

MINIMUM EDUCATION / EXPERIENCE REQUIRED

TALENTS, KNOWLEDGE, SKILLS, AND ABILITIES

EQUIPMENT USED

CONTACTS

PHYSICAL REQUIREMENTS

WORK ENVIRONMENT

Normal office environment, subject to constant interruptions, that is well lit, properly ventilated and handicap accessible.

OTHER