Trust Coordinator

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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401(k) match

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Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

State eligibility is not yet verified.

About this role

Trust Coordinator Erie, PA 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 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) •

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