Trust Operations Coordinator

Northwest-Bank; Federal Hill (PA); On-site; USD 42,000 - 64,000; Full time

Job summary

Northwest Bank Erie location is seeking a Trust Coordinator to provide administrative support to Account Managers/Trust Officers, manage account files for compliance, and coordinate documentation across the trust accounting system. You will assist with customer inquiries, prepare documents, and support audits and special projects.

The role emphasizes accuracy, data integrity, teamwork, and effective use of Microsoft Office tools for day-to-day operations in a fast-paced banking environment.

Qualifications

• High school diploma or equivalent required.
• 3–5 years of customer service experience preferred.
• Able to establish effective working relationships and communicate clearly in oral and written form.
• Proficient in using PC software and office tools to manage documents and communications.

Responsibilities

• Provide administrative support to Account Managers/Trust Officers.
• Coordinate account documentation and data entry on the trust accounting system.
• Prepare and file correspondence and documentation for audits and compliance.
• Answer phones and assist customers with inquiries and requests.
• Monitor and process everyday account actions and transfers as directed.
• Support committees and special projects as needed.

Skills

Customer service

Communication

Teamwork

PCs

Word processing

Spreadsheets

Telephone etiquette

Clerical aptitude

Education

High School Diploma or equivalent

Tools

Microsoft Office

Excel

Job description

Northwest Bank Erie location is seeking a Trust Coordinator to provide administrative support to Account Managers/Trust Officers, manage account files for compliance, and coordinate documentation across the trust accounting system. You will assist with customer inquiries, prepare documents, and support audits and special projects.

The role emphasizes accuracy, data integrity, teamwork, and effective use of Microsoft Office tools for day-to-day operations in a fast-paced banking environment.