Trust Coordinator

About This Role

The Trust Coordinator provides direct administrative support to assigned Trust Advisors and a small subset of Wealth Management Clients, assisting with account administration, transaction handling, and client inquiries.

Responsibilities

• Administer assigned accounts in accordance with document terms and assist Trustees with administrative decisions.
• Assist Trust Advisors, Trustees, Lawyers, and Clients with routine and non-routine transactions including bill-paying, account maintenance, and scheduling.
• Respond to various internal and external client requests and inquiries.
• Screen and direct telephone calls and client inquiries to appropriate parties and coordinate email and voicemail messages.
• Create, draft, edit, and revise letters, memorandums, charts, family trees, and documents utilizing templates.
• Process incoming and outgoing mail, responding to time-sensitive mail immediately.
• Coordinate and schedule internal and external client meetings.
• Maintain electronic filing system to department standards.
• Assist with vacation and overflow coverage for the Trust Advisor and Trust Coordinator team.
• Assist with special projects, including grant administration and research projects.

Requirements

• Bachelor’s Degree
• 3-5 years’ experience in a financial services setting
• Experience in managing projects and tasks with multiple stakeholders under inflexible deadlines
• Demonstrated ability to work well with multiple supervisors
• Ability to organize work and set priorities to meet deadlines independently
• Superior verbal and written communication skills
• Professional demeanor
• Strong Excel skills
• Proficient with MS Office Suite products
• Legally authorized to work in the United States without sponsorship

Qualifications

• Bachelor’s Degree required.
• 3-5 years’ experience in a financial services setting.

Nice to Have

• Estate and trust experience

Skills

* Required skills

Benefits