Trust Coordinator - The Panther Group

Our client is seeking a Trust Coordinator to join their busy team supporting the clients of the firm.

Responsibilities include:

• Administration of assigned accounts.
• Assisting Trust Advisors, Trustees, Lawyers, and Clients with transactions.
• Respond to client requests and inquiries.
• Direct client inquiries to appropriate parties as needed.
• Create, draft, edit, memorandums, correspondence, charts, and other templates.
• Process incoming and outgoing mail and email.
• Assist with document production.
• Maintain electronic filing system.
• Assist with special projects.

Requirements:

• Bachelor’s Degree required.
• 3+ years’ experience in a financial services setting required.
• Estate and trust experience is a plus.
• Strong Excel skills and a proficient user of all other MS Office Suite products. 
• Ability to prioritize.
• Excellent communication skills