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Trust Coordinator
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- Assists Trust Advisors, Trustees, Lawyers, and Clients in handling routine and non-routine transactions, including client bill-paying, account maintenance, scheduling, and payment of domestic household help, insurance matters, gifting programs, and other tasks, as directed.
- Screen and direct telephone calls and client inquiries to appropriate parties.
- Coordinate e-mail and voicemail messages to Trust Advisor specifications.
- Create, draft, edit, and revise letters, memorandums, charts, family trees, and documents utilizing sample templates.
- Process incoming and outgoing mail throughout the day and respond immediately to urgent mail.
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