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1st Source Bank · 5 days ago

Coordinator, Wealth Advisory Services, Trust Executive Division, South Bend, IN

South Bend, Indiana, United States

Full-time

Onsite

Mid, Senior Level

5+ years exp

1st Source Bank is a financial institution seeking a Coordinator for their Wealth Advisory Services. The role involves providing high-level administrative support, managing workflow, and assisting with legal and compliance matters within the department.

BankingFinanceFinancial Services

Responsibilities

Provides high-level administrative support to the WAS Senior Trust Counsel and WAS Group Head, other WAS Estate Settlement staff, and WAS Compliance areas

Completes a broad variety of critical tasks for members of the WAS Senior Trust Counsel, WAS Estate Settlement, WAS Compliance, and WAS Group Head Executive teams, respectively, including reviews trust agreements, powers of attorney, court filings, estate matters, guardianships, and other legal documents under the direction of the WAS Senior Trust Counsel, managing active appointment calendars, composing and preparing correspondence that is often confidential, assisting in revising and tracking versions of standard legal documents and policies, tracking legal invoices, and compiling documents for meetings

Performs on-line research on legal, compliance or other issues as requested by WAS Senior Trust Counsel

Plans, coordinates and ensures department member schedules are followed and respected

Provides "gatekeeper" role for access to members of the designated areas of WAS, creating win-win situations for direct access to department members

Organizes and expedites workflow through the office, fields incoming telephone calls, relays messages, answers questions and inquiries and provides information when department members are not available

Provides leadership to build relationships crucial to the success of the organization and manages a variety of special projects for members of the respective designated areas of WAS, some of which will have material organizational impact

Prepares board meeting materials for specific Board of Director and WAS Committee meeting (Trust and Investment Committee and WAS Officer Trust Committee) and also prepares minutes and related reports; responsible for retention of all such minutes and board-related documents

Assists with regulatory examinations of the Bank, internal audits and other compliance related duties that WAS Senior Trust Counsel and WAS Compliance complete

Reviews all incoming legal invoices and determines charge center, distributes for initial approvals, then follows up with WAS Senior Trust Counsel, WAS Group Head, Deputy General Counsel or General Counsel's approval before routing to Accounts Payable

Responsible for the completion of all legal and compliance training related to the position

Must understand all applicable laws and regulations that apply to the position and comply with the requirements

Qualification

Legal document reviewMicrosoft Office proficiencyParalegal CertificateCompliance knowledgeDiplomacyCommunication skillsOrganizational skillsAttention to detailSelf-starter

Required

Five (5) years' experience as an executive or administrative assistant, in an in-house legal department or a compliance department, or equivalent experience in a related field

Professional demeanor and the ability to exercise diplomacy

Good PC skills--proficiency in Microsoft Word, PowerPoint and Excel

Ability and desire to master various legal and business software applications as needed

Self-starter, good organization

Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records

Ability to handle multiple tasks in a fast-paced environment

Ability to meet specific deadlines

Good written and verbal communication skills

High degree of attention to detail

Must understand all applicable laws and regulations that apply to the position and comply with the requirements