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 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 telep...
The Trust Coordinator is responsible for administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit and 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 telep...
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