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Job description
Team Service Coordinator - Traverse City, MIAt 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 Traverse City 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 Clients and Assisting Divisions Includes:Reception/Office Coordination/Support:Ensure smooth office operations by providing general support and professional, timely 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 Traverse City Market Team Lead, HR and Marketing on initiatives such as parking, advertising, Salesforce campaigns, event planning and community affairsMaintain the Traverse City Office Calendar, coordinating events and meetingsCoordinate with TC Market Team Lead and Building Manager for TC 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 & lead TRO/TSC weekly team meetingCoordinate & 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 CommitmentGreenleaf 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 ResponsibilitiesEmployees 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 RequiredBachelor'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.OtherRegular 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.
Worksite address
traverse city, MI, 49684, US
Who can apply
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