Administrative Support Technician – Operations
Greenleaf Trust is looking for someone that strives for 100% accuracy in the work they do and that thrives in a fast-paced environment. The administrative support technician is responsible for contributing to the comprehensive trust administration services by establishing clients’ accounts and facilitating clients’ asset transfers. If you receive enjoyment out of working as an effective member of a highly productive team, then this is the position for you to consider.
Requirements: Bachelor’s degree and 1–3 years of operations experience in a financial services environment with some trust operations experience preferred, or equivalent education and experience.
If you are interested in this position, please submit your resume to: Human Resources at email@example.com. Please put your last name and AST-K0914 in the subject line of the email.
Participant Services Coordinator
The participant services coordinator will provide education and communication services to participants of the various retirement plans serviced by Greenleaf Trust. Responsibilities include, but are not limited to, conducting retirement plan educational meetings, meeting with plan participants, developing and presenting educational and informational materials, managing participant call center, and coordination and scheduling of other resources relating to participant services.
Requirements: Bachelor’s degree and minimum 3 years experience in retirement plan administration or recordkeeping, or equivalent education and experience. Working knowledge of investment and/or retirement plans desirable. Experience with Sungard Relius or equivalent participant recordkeeping system desired. Long periods of time sitting in car while traveling. Ability to lift and move up to 40 pounds is required for transporting materials. The position often requires full day or overnight travel, approximately 40% of time, to meet with clients outside of the general area
If you are interested in this position, please submit your resume to: Human Resources at firstname.lastname@example.org. Please put your last name and PSC315 in the subject line of the email.
Trust Relationship Officer
Kalamazoo or Birmingham location
Responsible for managing client relationships to perform activities relative to our role as trustee, agent and/or custodian. The best candidate will enjoy acting in a fiduciary capacity, providing excellent client service, developing new business and supporting other team members.
Requirements: Bachelor’s Degree and minimum 3 years experience in estate planning, trust administration, and customer service, or equivalent education and experience. Experience with client support/wealth management/trust administration is required. Sales experience in a service-related field is extremely beneficial.
If you are interested in this position, please submit your resume to: Human Resources at email@example.com. Please put your last name and TRO15 in the subject line of the email.