Reference #: d20d3a0f-0d62-4260-9774-5fe048fc4663Description

　　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 telephone* Identify and resolve customer/operational issues* Assist customers, as needed* Partner with Trust personnel and operational staff* Generate customer documents and agreements, as directed* Input new account system information* Monitor overdrafts and excess cash balances in Trust Accounts* Monitor the timely processing of transfers when opening/closing accounts* Process distributions requests and bill payments for clients, as directed* Check previous days operational transactions* Monitor receipt of new account assets and money* Monitor receipt of closing account assets and money* Update current client system information to operations* Deposit/post all transactions* Provide assistance/training to other personnel* Contribute to various committees (as requested)* Perform Committee Secretary duties (as assigned)* Monitor and reconcile daily balance sheets, including those that come from outside record keepers* Coordinate and monitor all incoming rollovers into designated plan* Provide administrative support for all Account Managers/Trust Officers* Assist with audits and special projects as needed* Recommend improvements to procedures* Provide appropriate customer service levels* Minimizing departmental non-payroll costs* Maximize technology tools available* Ensure accuracy of financial data* Communicate problems or areas requiring attention to manager* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency* Work as part of a team* Work with on-site equipment

　　*Qualifications *To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

　　Education

　　High School Diploma or equivalent preferred

　　Work Experience

　　3 - 5 years customer service experience preferred

　　General Employee Knowledge, Skills, and Abilities

　　Ability to establish effective working relationships among team members and participate in solving problems and making decisionsAbility to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or writtenAbility to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and informationAbility to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and informationAbility to make right decision based on perceptive and analytical processes, practicing good judgment in gray areasAdditional Knowledge, Skills and Abilities

　　-Ability to work with PC's, word processing and spreadsheets-Skill in telephone etiquette-Clerical aptitude#LI-JB1

　　The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

　　Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

　　Qualified candidates may apply by clicking, "Apply Now". Next, submit your resume. You may complete a cover letter on the following screen. *You must contact the employer via one of the methods listed on the screen after clicking "Apply for this job". * Please be sure to identify PA CareerLink as your referral source.