About this opportunity
Greenleaf Trust lists this Team Service Coordinator - Midland, MI opportunity in midland, Michigan. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Greenleaf Trust N.A. Receptionist PositionAt Greenleaf Trust N.A., our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration, and retirement plan services. We adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service to our clients.Full-time, in-office position seated at the Midland reception desk, responsible for professionally greeting and assisting clients and teammates, ensuring a welcoming and well-supported office environment. Additionally, responsible for coordinating the efforts and workflow of the Client Centric Teams while providing comprehensive, proactive service to external clients and teammates. Duties are carried out under general supervision and individuals are responsible for daily independent decisions related to servicing clients.Your role in serving our clients and assisting divisions includes:Ensure smooth office operations by providing general support and professional, timely reception area and phone coverage, using independent judgment to handle phone inquiries from clients, research and respond as appropriate within company guidelinesWelcome visitors warmly, assess their needs and create a positive first impressionPlan and prepare accommodations for guests and meetings, maintaining organized, well-equipped conference roomsAssemble and distribute documents, presentations and meeting materials as neededFacilitate ordering, setup and cleanup for team and client lunchesRoutinely manage and organize office and kitchen supplies to maintain readiness and efficiencyCoordinate with Managing Director, HR and Marketing on initiatives such as parking, advertising, Salesforce campaigns, event planning and community affairsMaintain the Midland Office Calendar, coordinating events and meetingsCoordinate with Managing Director and Facilities Manager for Midland building needs and usagePerform effectively under high volume and traffic, maintaining a positive and professional demeanorClient Care:Create positive relationships with external clients, third-party vendors and teammatesCoordinate and lead TRO/TSC weekly team meetingCoordinate and lead TRO/TSC/WMA quarterly team meetingsDecision making ability to problem solve and manage workflow efficientlyPreparation of business letters and various other forms of written communications to clientsManage the prospect-to-client lifecycle process to ensure all steps are completedMaintain 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 partiesPrepare and ensure completion of client documentation necessary to meet policy requirements including prepping for monthly Trust Committee MeetingsInitiate transactions in client accounts, including deposits, transfers and disbursementsActively support marketing events and mailingsManage client contact through utilization of SalesforceMaintain and update compliance-related documentationIdentify opportunities for process improvement and innovation and participate as an impactful member of workgroups and projects as assignedProvide general support for any appropriate position or function within Personal Trust or other areas within Greenleaf TrustPerform administrative duties in support of the Client Centric TeamAll other duties as assignedDei 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 minimum of three years of professional office experience or equivalent education and experience.Prior financial services and customer service experience preferred, but not required.Talents, Knowledge, Skills, and Abilities:Strong work ethic and team orientationStrong organizational skillsEffective interpersonal skills ("people skills"); relatableExcellent verbal and written communication skillsProficient with MS Office SuiteAbility to work, and problem-solve independentlyProactive, conscientious and reliableAssertive yet flexibleAnalytical skillsMotivated, outgoing self-starterCommitted to excellent client service standardsCommunity mindedOrganized with keen attention to detailAbility to multi-task, prioritize and manage workflow efficiently and independentlyAbility to learn in a fast-paced environment, both audibly and visuallyOpen-minded, attentive listener, empatheticPatient, honest and positiveEquipment Used:ComputerVarious copiers, printers, and scannersMulti-line phoneAudio Visual EquipmentSmart PhoneSystem Applications Used:Office 365Keeper Password ManagerContacts:ClientsProspective ClientsAll Greenleaf Trust Team MembersPhysical Requirements:This position requires a significant amount of time sitting and working on a computer, sitting in meetings and/or talking on a telephone.Work Environment:Normal office environment, subject to constant interruptions, that is well lit, properly ventilated and handicap accessible.Other:Regular and predictable attendance in the Midland, Michigan office is required.Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.Marketing event support will require periodic work beyond normal operating hoursEqual Opportunity Employer Greenleaf Trust N.A. is an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants without regard to any protected status under applicable law. E-Verify Participation Greenleaf Trust N.A. participates in E-Verify and will provide information from Form I-9 to the federal government to confirm authorization to work in the United States. E-Verify is used only after an employee accepts an offer of employment and completes Form I-9. E-Verify Participation Notice | Right to Work
Worksite address
midland, MI, 48641, US
Who can apply
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