Trust Coordinator

## Trust Coordinator Apply locations:
Fishers, INtime type:
Full time posted on:
Posted Yesterday job requisition :
R-101982IN0534 Fishers
** Job Description
** 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.

** 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*
* • 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     
** Safety and Health for those without supervisory duties*
* • 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     
** 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
* * High School Diploma    or equivalent                  
** Work Experience
** 3 - 5 years    customer service experience     
** General Employee Knowledge, Skills, and Abilities*
* • 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…