This job has expired, please see additional jobs below
Trust Coordinator
Comerica
Detroit, MI, United States
Job Details - this job has expired, please see similar jobs below
Job Description
Trust Coordinator III
The Trust Coordinator performs a variety of functions within Trust Operations, using trust systems and other computer applications. The Trust coordinator must communicate effectively with management, peer and clients and be a contributing team member.
Position Competencies
Successful incumbents in this position have strong decision quality, strong planning abilities and drive for results.
Position Responsibilities:
• Perform a variety of functions within Trust Operations, using trust systems and other computer applications.
• Execute financial transactions ensuring high quality customer service.
• Interact with various advisors, brokers, clearing agents and administration to receive directions for processing securities-related transactions.
• Verify internal and external statements and documents for accuracy.
• Create, modify, and review entries on accounting, custodian and/or brokerage systems.
• Perform transaction processing including account deposits, transfers, income and trades.
• Process wire transactions and security settlements.
• Reconcile internal security positions with holdings at various custodians, depositories, and /or fund companies.
• Print and distribute statements, checks and/or invoices.
• Balance various DDA, general ledger and other internal accounts.
• Maintain correspondence, filing and providing required historical information related to trust and security accounts.
• Research and resolve discrepancies, escalating to analyst/manager where necessary.
• Respond to customer inquiries.
• Perform other support activities as required.
Relocation
Relocation assistance is not available.
Travel
Travel is not required of this position.
Qualifications
• High School Diploma or the equivalent (GED)
• 1 year of accounting work experience OR 1 year of securities processing/securities industry work experience
• 1 year of experience with customer service &/or answering phones
• 1 year of experience using Excel and on working spreadsheets
• 1 year of experience balancing numbers or analyzing data