Trust Marketing & Operations Coordinator

EducationAn Associate’s degree, preferably with an emphasis in business or marketing; a Bachelor’s degree is preferred.ExperienceA minimum of (2) years' experience in related positions is normally required. Preferred Skills 

Proficient reading, writing, grammar, and mathematics skills, proficient PC skills, including Microsoft Word and Excel; Knowledge of marketing, social media, and event planning.

 Role and Responsibilities

Responsible for coordinating marketing initiatives, managing digital content, assisting with client onboarding, organizing events, and providing support for Trust administration customers.

 

 Essential Duties

Collaborate with the bank’s marketing team to champion Wealth Management campaigns.

Create and distribute newsletters to clients and prospects.

Manage social media campaigns for Wealth Management.

Update internal and external Wealth Management webpages with current content.

Maintain inventory of promotional materials.

Assist in planning and coordinating Wealth Management events (client appreciation, seminars, etc.).

Manage logistics such as scheduling, venue arrangements, and vendor communication.

Prepare onboarding and review packets and documentation for new and existing clients.

Ensure accurate data entry and compliance with internal policies.

Serve as a back-up for some/all of the duties performed by the Trust Administrative Assistant and Trust Administrator roles.

Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace.

Cooperates with, participates in, and supports the adherence to all internal policies procedures and practices in support of risk management and overall safety and soundness of the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA, Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.;

Coordinates departmental tasks with coworkers inside and outside the department in order to ensure an efficient process and the completion of essential task needing proper segregation of duties.

Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; Compiles information as necessary or as directed and provides data to appropriate company personnel.

Responds to inquiries related to his/her particular area, or to requests from other company personnel, etc., within given time frames and within established policy.

Maintains appropriate records and provides assigned reports as directed.

 

Ancillary Duties

Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.

 

Physical Requirements

• Occasionally, ascends/descends stairs moves through the different floors of the location. Must be able to position itself to accomplish task in various environments including tight and confined spaces.


• Must be able to remain in a stationary position more than two-thirds of the time.


• The person in this position needs to be able to move about inside the office to accomplish tasks.


• Occasionally adjusts or moves objects in all directions.


• Frequently communicates with others to exchange information.


• consistently moves wrists, hands, and/or fingers.


• Must be able to assess the accuracy, neatness, and thoroughness of the work assigned.


• No adverse environmental conditions expected.