Trust Operations Coordinator

Northwest Bank; Fishers (IN); On-site; USD 42,000 - 68,000; Full time

Job summary

Northwest Bank is seeking a Trust Coordinator to provide administrative support for Account Managers/Trust Officers and maintain account files for compliance and audits. The role involves coordinating documentation, processing transactions, and ensuring data integrity within the trust accounting system.

The position requires 3-5 years of customer service experience and a high school diploma or equivalent. Candidates should be able to work in a team, communicate effectively, and manage workload

Qualifications

• High School Diploma or equivalent.
• 3-5 years of customer service experience.
• Ability to establish effective working relationships and communicate clearly.

Responsibilities

• Coordinate account documentation and maintain accounts on the trust accounting system.
• Provide administrative support for Account Managers/Trust Officers.
• Monitor and reconcile daily balance sheets and trust transactions.
• Assist with audits and special projects as needed.
• Coordinate and monitor all incoming rollovers into designated plan.

Skills

Teamwork

Communication

Active listening

Decision making

Time management

Education

High School Diploma or equivalent

3-5 years customer service experience

Tools

Microsoft Office

Job description

Northwest Bank is seeking a Trust Coordinator to provide administrative support for Account Managers/Trust Officers and maintain account files for compliance and audits. The role involves coordinating documentation, processing transactions, and ensuring data integrity within the trust accounting system.

The position requires 3-5 years of customer service experience and a high school diploma or equivalent. Candidates should be able to work in a team, communicate effectively, and manage workload