Job Description

At our organization, we are dedicated to creating lasting value for those we serve. We prioritize our employees, members, and communities, empowering our team to create opportunities that positively impact lives and enhance community vitality.

Salary Range: Competitive salary range with a comprehensive benefits package.

Job Summary:

The Trust Services Coordinator plays a crucial role in administering investment management accounts, trusts, conservatorships, estates, financial plans, and other services in compliance with legal requirements and organizational policies. This position involves:

Key Responsibilities:

Upholding the organization's core values and service standards in every aspect of the role.
Ensuring a positive member service experience, both internally and externally.
Collaborating effectively with colleagues and completing assigned duties with a teamwork mindset.
Maintaining strict confidentiality of member information.
Supporting a diverse and inclusive work environment.
Representing a professional image that reflects positively on the organization.
Managing a portfolio of Trust Services within assigned markets, including account openings, sales, documentation processing, and other client service needs.
Initiating business development activities by establishing and nurturing relationships with existing and potential members.
Conducting comprehensive financial analyses to help clients identify and achieve their financial goals.
Building long-term advisory relationships with clients and promoting cross-selling opportunities for relevant products and services.
Participating in special projects and other duties as assigned.
Meeting attendance standards and providing oversight and coordination within the team.
Job Requirements:

Bachelor's degree required; JD, CPA, or CFA designation preferred.
Minimum seven years of relevant experience or equivalent combination of education and experience.
Ability to travel as needed.
Strong analytical skills with the ability to interpret financial and legal documents.
Effective communication skills for presenting information to various stakeholders.
Proficiency in Microsoft Office, particularly Excel, and other relevant software applications.
Reporting Structure:

Reports directly to the Senior Vice President/Wealth Management.

Equal Opportunity Employer:

We are an Equal Opportunity Employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability.
Employment Type: Full-Time
Salary: $ 108,000.00 145,000.00 Per Year

Job Tags

Full time,

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