Trust Operations Coordinator

Northwest Bank; Erie (Erie County); On-site; USD 42,000 - 56,000; Full time

Job summary

Northwest Bank is seeking a Trust Coordinator in Erie, PA to provide administrative support to Account Managers/Trust Officers, maintain account files for compliance and audit, and perform a range of clerical duties. The role emphasizes accuracy, data integrity, and proactive assistance to the Trust team.

Primary tasks include coordinating documentation, processing transactions, supporting audits, and ensuring smooth operations with Trust Operations and onsite staff.

Qualifications

• Experience handling customer inquiries and documentation
• Ability to establish effective working relationships
• Proficiency with office software and data entry

Responsibilities

• Follow established policies and procedures with sound judgment
• Coordinate account documentation on the trust system
• Coordinate documentation with Trust Operations
• Verify and process transactions as directed
• Initiate specific transactions as directed
• Identify and resolve daily account and administrative issues
• Assist with audits and special projects as needed
• Ensure data integrity and accurate filing of correspondence
• Provide administrative support to Account Managers/Trust Officers
• Monitor and reconcile daily balance sheets and transfers

Skills

Customer service

Time management

Communication

Organizational skills

Teamwork

Problem solving

Education

High School Diploma or equivalent

Tools

Microsoft Office

Word processing

Spreadsheets

Job description

Northwest Bank is seeking a Trust Coordinator in Erie, PA to provide administrative support to Account Managers/Trust Officers, maintain account files for compliance and audit, and perform a range of clerical duties. The role emphasizes accuracy, data integrity, and proactive assistance to the Trust team.

Primary tasks include coordinating documentation, processing transactions, supporting audits, and ensuring smooth operations with Trust Operations and onsite staff.