Northwest Bank
Trust Coordinator
Fishers, IN
Sponsorship not specifiedDetected 16 days ago
ExpressAccountingCustomer SupportCommunicationMicrosoft Office
About the role
- 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.
- • Follow established and defined policies and procedures requiring sound reasoning, judgment and initiative
Responsibilities
- Ensure total document and data integrity
- Manage personal workload/workflow
- Partner with Trust personnel and operational staff
- Generate customer documents and agreements, as directed
- Perform Committee Secretary duties (as assigned)
Requirements
- 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.
- Ability to establish effective working relationships among team members and participate in solving problems and making decisions
- Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
- Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
- Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
- Ability to work with PC's, word processing and spreadsheets
- Ability 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 information
Skills
- General Employee Knowledge, Skills, and Abilities
- Additional Knowledge, Skills and Abilities
- Skill in telephone etiquette
Company info
- We are committed to creating an inclusive environment for all employees.
- Assist customers, as needed
Equal opportunity
- Northwest is an equal opportunity employer.
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This listing is sourced directly from Northwest Bank's careers page and normalized into a canonical job model.