Trust Operations Coordinator

LE001 Northwest Bank; Fishers (IN); On-site; USD 42,000 - 64,000; Full time

Job summary

Northwest seeks a Trust Coordinator to provide administrative support for Account Managers/Trust Officers, manage all trust account files for compliance and audit, and perform a variety of clerical duties. The role includes coordinating documentation, processing transactions, and communicating with Trust Operations to ensure accuracy and efficiency.

Responsibilities include maintaining data integrity, assisting with audits, and supporting committees or special projects as needed.

Qualifications

• Education: High School Diploma or equivalent.
• 3–5 years customer service experience.
• Ability to establish effective working relationships within a team.

Responsibilities

• 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

Skills

Team collaboration

Communication

Active listening

Time management

Decision making

Education

High School Diploma or equivalent

Tools

Microsoft Office

Word processing

Spreadsheets

Job description

Northwest seeks a Trust Coordinator to provide administrative support for Account Managers/Trust Officers, manage all trust account files for compliance and audit, and perform a variety of clerical duties. The role includes coordinating documentation, processing transactions, and communicating with Trust Operations to ensure accuracy and efficiency.

Responsibilities include maintaining data integrity, assisting with audits, and supporting committees or special projects as needed.