Team Service Coordinator - Traverse City, MI in Traverse City, Michigan at Greenleaf Trust

• Create positive relationships with external clients, third-party vendors and teammates
• Coordinate & lead TRO/TSC weekly team meeting
• Coordinate & lead TRO/TSC/WMA quarterly team meetings
• Decision making ability to problem solve and manage workflow efficiently
• Preparation of business letters and various other forms of written communications to clients
• Manage the prospect-to-client lifecycle process to ensure all steps are completed
• Maintain schedule of client meeting preferences, schedule client meetings, assist in the preparation of meeting materials and host post-meeting-meetings to understand the necessary follow-up tasks, assigning due dates and responsible parties
• Prepare and ensure completion of client documentation necessary to meet policy requirements including prepping for monthly Trust Committee Meetings
• Initiate transactions in client accounts, including deposits, transfers and disbursements
• Actively support marketing events and mailings
• Manage client contact through utilization of Salesforce
• Maintain and update compliance-related documentation
• Identify opportunities for process improvement and innovation and participate as an impactful member of workgroups and projects as assigned
• Provide general support for any appropriate position or function within Personal Trust or other areas within Greenleaf Trust
• Perform administrative duties in support of the Client Centric Team
• All other duties as assigned

DEI Commitment

Greenleaf Trust is committed to diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations.

Security Responsibilities

Employees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.

Minimum Education / Experience Required

• Bachelor’s Degree and a minimum of one year of professional office experience or equivalent education and experience.
• Prior financial services and customer service experience preferred, but not required.

Other

• Regular and predictable attendance in the Traverse City, Michigan office is required.
• Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.