Greenleaf Trust · 1 month ago
Team Service Coordinator - Traverse City, MI
Traverse City, MI, US
Full-time
Onsite
Entry Level
1+ years expGreenleaf Trust is dedicated to providing comprehensive wealth management services, trust administration, and retirement plan services. The Team Service Coordinator is responsible for coordinating the efforts and workflow of the Client Centric Teams while providing comprehensive, proactive service to external clients and teammates.
FinanceFinancial ServicesWealth Management
Responsibilities
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 guidelines
Welcome visitors warmly, assess their needs and create a positive first impression
Plan and prepare accommodations for guests and meetings, maintaining organized, well-equipped conference rooms
Assemble and distribute documents, presentations and meeting materials as needed
Facilitate ordering, setup and cleanup for team and client lunches
Routinely manage and organize office and kitchen supplies to maintain readiness and efficiency
Coordinate with Traverse City Market Team Lead, HR and Marketing on initiatives such as parking, advertising, Salesforce campaigns, event planning and community affairs
Maintain the Traverse City Office Calendar, coordinating events and meetings
Coordinate with TC Market Team Lead and Building Manager for TC building needs and usage
Perform effectively under high volume and traffic, maintaining a positive and professional demeanor
Create positive relationships with external clients, third-party vendors and teammates
Coordinate & lead TRO/TSC weekly team meeting
Coordinate & lead TRO/TSC/WMA quarterly team meetings
Decision making ability to problem solve and manage workflow efficiently
Preparation of business letters and various other forms of written communications to clients
Manage the prospect-to-client lifecycle process to ensure all steps are completed
Maintain 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 parties
Prepare and ensure completion of client documentation necessary to meet policy requirements including prepping for monthly Trust Committee Meetings
Initiate transactions in client accounts, including deposits, transfers and disbursements
Actively support marketing events and mailings
Manage client contact through utilization of Salesforce
Maintain and update compliance-related documentation
Identify opportunities for process improvement and innovation and participate as an impactful member of workgroups and projects as assigned
Provide general support for any appropriate position or function within Personal Trust or other areas within Greenleaf Trust
Perform administrative duties in support of the Client Centric Team
All other duties as assigned
Qualification
Required
Bachelor's Degree and minimum 1-year professional office experience or equivalent education and experience
Regular and predictable attendance in the Traverse City, Michigan office is required
Preferred
Prior financial services and customer service experience preferred, but not required
Company
Greenleaf Trust
Greenleaf Trust provides holistic perspectives and solutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2011-12-10Equity Crowdfunding
Leadership Team
M
Michael F. Odar
CEO and President
Recent News
GlobeNewswire
2026-01-16
DBusiness Magazine
2024-04-06
2024-04-06
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