Trust Coordinator (Finance)

Location: Fishers, Indiana, United States; on-site

Company

hirify.global provides trust and banking services supported by account management and trust operations teams.

What you will do

• Provide administrative and clerical support to Account Managers and Trust Officers.
• Establish, maintain, update, and close accounts in the trust accounting system.
• Verify and process transactions, transfers, distributions, bill payments, deposits, and postings as directed.
• Monitor overdrafts, excess cash balances, incoming and closing account assets, rollovers, and daily operational transactions.
• Maintain accurate account files, correspondence, agreements, client data, balance sheets, and reconciliation records.
• Support customers, audits, special projects, seminars, committees, and training for other personnel.

Requirements

• High school diploma or equivalent.
• 3–5 years of customer service experience.
• Ability to work with PCs, word-processing software, spreadsheets, Microsoft Office, and department-specific applications.
• Strong clerical aptitude and telephone etiquette.
• Sound judgment, analytical and problem-solving skills, clear communication, active listening, and effective workload management.
• Ability to work on-site in Fishers, Indiana.

Culture & Benefits

• Full-time employment within a team-oriented environment.
• Work in compliance with company policies and federal and state regulations.
• Use technology tools and tracking systems to improve efficiency and accuracy.
• Inclusive workplace and equal employment opportunity environment.
• Follow established safety, health, and loss-prevention procedures.