Trust Coordinator

LE001 Northwest Bank; Erie (Erie County); On-site; USD 40,000 - 50,000; Full time

Job summary

LE001 Northwest Bank in Erie, New York is seeking a Trust Coordinator to provide crucial administrative support for Account Managers and Trust Officers. This role includes maintaining account compliance, processing transactions, and assisting with audits while ensuring exceptional customer service.

The ideal candidate will have a High School Diploma and extensive customer service experience, alongside proficiency in Microsoft Office. Join a supportive team that values proactive communication and efficiency in financial operations.

Qualifications

• 3-5 years of customer service experience required.
• Ability to work with PCs, word processing, and spreadsheets.
• Experience in establishing effective working relationships.

Responsibilities

• Provide administrative support for Account Managers/Trust Officers.
• Coordinate account documentation including maintaining records.
• Ensure compliance with policies and regulations.

Skills

Effective communication

Customer service

Clerical aptitude

Microsoft Office proficiency

Teamwork

Education

High School Diploma or equivalent

Tools

Microsoft Office software

Job description

Job Description

The Trust Coordinator is responsible for administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit and providing 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
• Minimize 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; maintain 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

Education: High School Diploma or equivalent.

Work Experience: 3‑5 years of customer service experience.

General Employee Knowledge, Skills, and Abilities:

• Establish effective working relationships among team members and participate in solving problems and making decisions.
• Present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written.
• Actively listen to what others are saying to achieve understanding, share information with others, and facilitate the open exchange of ideas and information.
• Establish courses of action to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information.
• Make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas.

Additional Knowledge, Skills and Abilities:

• Ability to work with PCs, word processing, and spreadsheets.
• Skill in telephone etiquette.
• Clerical aptitude.

Northwest is an equal opportunity employer.