Trust Coordinator

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 Functionsu2022 Follow established and defined policies and procedures requiring sound reasoning, judgment and initiativeu2022 Coordinate account documentation, including establishing, maintaining, and closing accounts on the trust accounting systemu2022 Coordinate documentation and communication with Trust Operationsu2022 Verify and/or process transactions, as directedu2022 Initiate specific transactions , as directedu2022 Identify/resolve daily account/administrative issuesu2022 Assist with special projects, seminars, and special eventsu2022 Ensure total document and data integrityu2022 Organize and file correspondence and documentationu2022 Manage personal workload/workflowu2022 Originate and type correspondence/documentationu2022 Answer the telephoneu2022 Identify and resolve customer/operational issuesu2022 Assist customers, as neededu2022 Partner with Trust personnel and operational staffu2022 Generate customer documents and agreements, as directedu2022 Input new account system informationu2022 Monitor overdrafts and excess cash balances in Trust Accountsu2022 Monitor the timely processing of transfers when opening/closing accountsu2022 Process distributions requests and bill payments for clients, as directedu2022 Check previous days operational transactionsu2022 Monitor receipt of new account assets and moneyu2022 Monitor receipt of closing account assets and moneyu2022 Update current client system information to operationsu2022 Deposit/post all transactionsu2022 Provide assistance/training to other personnelu2022 Contribute to various committees (as requested)u2022 Perform Committee Secretary duties (as assigned)u2022 Monitor and reconcile daily balance sheets, including those that come from outside record keepersu2022 Coordinate and monitor all incoming rollovers into designated planu2022 Provide administrative support for all Account Managers/Trust Officersu2022 Assist with audits and special projects as neededu2022 Recommend improvements to proceduresu2022 Provide appropriate customer service levelsu2022 Minimizing departmental non-payroll costsu2022 Maximize technology tools availableu2022 Ensure accuracy of financial datau2022 Communicate problems or areas requiring attention to manager Additional Essential Functions Essential Functionsu2022 Ensure compliance with Northwestu2019s policies and procedures, and Federal/State regulationsu2022 Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiencyu2022 Work as part of a teamu2022 Work with on-site equipment Safety and Health for those without supervisory duties u2022 Abide by the rules of the safety and loss prevention programu2022 Perform work tasks in a safe manneru2022 Report any and all injuries to supervisoru2022 Know what to do in case of an emergency QUALIFICATIONSTo 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. EducationHigh School Diploma or equivalent Work Experience3 - 5 years customer service experience General Employee Knowledge, Skills, and Abilitiesu2022 Ability to establish effective working relationships among team members and participate in solving problems and making decisions u2022 Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or writtenu2022 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 u2022 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 u2022 Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Additional Knowledge, Skills and AbilitiesAbility 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. A t Northwest, weu2019re here for what's next. Whether we're finding opportunities for families, businesses and communities or opening doors for our team, we share a passion for helping the people around us succeed. And we know that in order to provide the highest level of care, we need to understand unique experiences and perspectives. That's why, whether you're interested in a corporate role or something customer-facing, your talent and voice matter. Here, you belong. Working at Northwest, you'll find that we recognize our employees for the important work they do through competitive compensation and benefits, professional development opportunities and by regularly celebrating wins along the way. So, take a look at the opportunities here. And join us as we move into the future making a difference for the people we serve.

Created: 2026-01-29