OMNI Human Resource Management

Business Development Trust Coordinator

US-MO-Kansas City
Job ID
2017-1757
Client
National Advisors Trust

Overview

NATC Logo

 

National Advisors Trust Company, FSB (NATC) is a federally chartered trust company with $10 billion in assets under administration. Founded in 2001, NATC provides corporate directed trustee and custodian services to the financial services industry and the clients they serve. NATC’s strong and growing asset base make the company one of the nation’s largest independent trust companies. Due to NATC’s continued growth, we currently seek a Business Development Trust Coordinator.  The Business Development Trust Coordinator provides support to NATC’s Business Development Team throughout the end-to-end process for new trust referrals, from initial trust referral to funding, and trust asset acquisition.  The Business Development Trust Coordinator is the single point of submission for new business trust referrals and serves as the communications liaison between the referral source and NATC’s Business Development and Trust personnel. The position ensures the efficient and smooth transition of trust referrals through the end-to-end process from referral to funding, including trust account opening and managing the asset transfer processes.  The position is responsible for all management reporting metrics related to new trust referrals. Additional responsibilities include providing support for activities related to lead generation, events, marketing and communications.

Responsibilities

  • Review new trust referrals and provide information and education needed to referral sources to maximize and achieve “in good order” status of referrals before sending the trust for review.
  • Act as the primary communications conduit between all entities to ensure all trust referral transition processes are implemented in a timely and accurate manner.
  • Gather and distribute referral related information and documentation to all applicable personnel.
  • Manage, track and report on the transition of trust referrals throughout the end-to-end process from referral to funding.
  • Identify any trust referral throughput issues and accelerate issues when necessary to keep all trust referrals on track and moving forward smoothly.
  • Maintain accurate status of trust referrals and develop weekly and monthly reports to keep all departments informed.
  • Trust new account opening, managing the internal and external asset transfer processes, and communications with external custodians and all other stakeholders.
  • Lead weekly calls with Business Development to ensure their timely follow up with advisors.
  • Maintain current information on all trust activities and contacts in the company’s CRM system.
  • Track and report metrics/data regarding new trust referral business.
  • Provide support for activities related to lead generation, events, marketing and communications.
  • Adhere to all internal and external regulatory requirements, standards, policies and procedures.
  • Provide support for other projects as required.

 

Qualifications

  • Minimum one year experience in administrative support or operations role, preferable in a trust department or law firm.
  • Proven ability to problem solve and prioritize workflow in a fast-paced team environment.
  • Strong attention to detail with excellent analytical skills and the ability to exercise independent judgment consistent with procedures.
  • Strong interpersonal and communications skills with the ability to provide excellent service to internal and external clients.
  • Proficient in Microsoft Office applications.
  • Preferred experience with CRM.
  • Bachelor’s Degree in a related field.

 

 

OMNI and our clients are Equal Opportunity Employers and seek diversity in candidates for employment. EEO Employer W/M/Vet/Disabled/Sexual Orientation/Gender Identity.

 

 

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