Client Coordinator

Reports To:

Director of Wealth and Investments

FLSA Status:
Non-Exempt

• Provides initial contact, within department reception area, with all visitors.
• Demonstrates a professional, friendly, and positive tone for the department.
• Continuously demonstrates a helpful, friendly attitude and is committed to providing excellent client service. Serves as a model of excellent client service to other employees.
• Ability to interact (in person, phone, and electronicevercommunication) with the public well and to deal effectively with their questions or problems.
• Knows the Bank’s products and services thoroughly and seeks out opportunities to explain and promote products/services.
• Ability to establish and maintain effective working relationships with colleagues, employees, and other departments.

• Create and proofread routine correspondence, reports, and manuals for department.
• Follow-up on correspondence requiring a response.
• Reads and distributes incoming mail.
• Files correspondence and other records.
• Prepares distributions and deposits.
• Screens phone calls and returns calls from voicemail messages regarding administrative account maintenance items/scheduling appointments.
• Prepares statements for account reviews and other appointments.
• Assists manager and staff with other administrative duties.
• Greet visitors and ascertain nature of business and escort visitor to the appropriate person.
• Assist with the periodic mailing of all monthly, quarterly, semi-annual and annual trust accounting statements to clients and trust files.
• Responsible for delivery of birthday, holiday, anniversary, sympathy, etc. cards.
• Notifies committee members of Trust & Investment meetings.
• Preparation of Trust & Investment Committee Agenda, & Minutes as well as delivery of packet to Onboarding.
• Preparation of records suchazụ notices, minutes and resolutions.
• Assist clients with GWAccess.
• Watch
  
  DOG verifications (new accounts, new check payees, weekly automatic check).
• Scans and saves documents to client files/will files. Notify team members as needed.
• Daily preparation of trust checking account reconciliation.
• Assist advisors with new account opening forms and onboarding process.

• Maintains neat and orderly work area and ensures that all negotiable and confidential records (physical and digital) are properly secured at all times.
• Understands role in case of disaster or robbery, whether victim or bystander, and knows proper post-robbery procedures.
• Professional appearance that evokes the client’s trust.
• Adheres to all bank policies and procedures and to internal controls and system access restrictions.

• Ability to establish and maintain effective working relationships with colleagues, employees, and other departments.
• Self‑Development: pursue additional education or training to remain current, improve knowledge, and diversify skills. The capacity to cross train in other areas is particularly helpful.
• Client confidentiality: never reveal or divulge client information to anyone outside of the Bank.
• Versatility: ability to multi‑task under pressure and fast‑paced environment

3 Years’ Administrative Experience Preferred

Financial and/or Legal Industry Experience Preferred

High school diploma or general education degree (GED).

• Position demands a person with a pleasant professional personality, high degree of accuracy, attention to detail, good organization skills, and excellent client service skills.
• Ability to work efficiently and accurately in an atmosphere of frequent interruption.
• Abilityνομ to understand and carry out oral or written instructions and to involucr كى clarification as needed.
• Must be proficient with basic office software and the ability to quickly learn new software platforms.
• Ability to…