Estate Settlement Coordinator - Greenleaf Trust

What's This Job All About?

The Estate Settlement and Office Coordinator is responsible for coordinating the efforts and workflow of the Estate Settlement Team while providing comprehensive, pro-active service to beneficiaries, teammates and other professional advisors. An individual in this role will be responsible for daily independent decisions related to servicing accounts and supporting the team. This person's physical workspace will be our Birmingham Office reception area. This role is a hybrid and includes general office coordination and light reception responsibilities.

What You'll Be Doing

Principal Accountabilities:

• Perform administrative duties in support of the Estate Settlement Team
• Create positive relationships
• Coordinate and organize internal and external meetings
• Prepare comprehensive information packets for our beneficiaries to ensure a positive meeting experience
• Update account records and file keeping to ensure compliance
• Proactively plan and communicate internally for upcoming meetings, tasks, and key performance indicators
• Decision making ability to problem solve and manage workflow efficiently
• Preparation of business letters and various other forms of written communications to clients
• Develop and manage the estate settlement lifecycle, proactively communicate requirements
• Initiate transactions in client accounts including deposits and disbursements
• Client contact management involving keeping electronic files and the CRM system updated by filing documents in client files and making entries when client contact is made
• Identify opportunities for process improvement and innovation
• Participate as an impactful member of assigned workgroups and projects as assigned
• Assist with coordination of reception coverage
• Use independent judgment to handle phone inquiries from internal and external clients, research, and respond as appropriate Support Marketing Department with on-location needs as required
• All other duties as assigned

MINIMUM EDUCATION/EXPERIENCE REQUIRED:

• Associate's Degree and minimum 1 year professional office experience or equivalent education and experience. Prior financial services and customer service experience preferred, but not required.