Senior Estates Coordinator

Position: Senior Estates Coordinator Hybrid Role
Transform the future of banking with Concentra Bank as a Senior Estates and Trust Coordinator. Deliver high-quality service to elite clients in a hybrid work environment.

This client-facing role involves supporting operational excellence within Concentra's Trust and Estate solutions. You will handle data interpretations, collaborate with trust officers, and oversee client onboarding. Candidates should have three to five years of trust administration experience and be strong communicators ready to improve processes and client satisfaction.

Key Responsibilities:

• Evaluate data from CRM platforms for reports

• Maintain accuracy in trust files and administration

• Lead the onboarding processes for new clients

• Identify best practices for data efficiency

• Respond to issues and ensure service standards

Requirements:

• Bachelor’s degree in business or related discipline

• 3-5 years in Trust and Estate administration

• Enrollment in the STEP Certificate program

• Proficiency in Excel and Microsoft Office

• Detail-oriented with strong organizational skills

Deliver outstanding client services and operational efficiency with Concentra Bank's talented team.
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