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Bellevue, Washington, United States
Onsite
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
Banking and/or wealth management experience preferred
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 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
Additional Knowledge, Skills and Abilities
Ability to work with PC's, word processing and spreadsheets
Skill in telephone etiquette
Clerical aptitude
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.