{"id":2053048,"url":"https://alion.io/job/greenleaf-trust-team-service-coordinator-midland-mi","title":"Team Service Coordinator - Midland, MI","company":{"id":2057966,"name":"Greenleaf Trust","domain":"greenleaftrust.com","url":"https://alion.io/company/greenleaftrust","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"ADP","truth_index":{"grade":"B","score":75,"open_postings":3,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-11-05T05:54:30Z"}},"role":"Administrative","role_family":"Administrative","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Midland, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":39000,"max_usd":73000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2178},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-07T20:20:00Z","employer_posted_date":"2026-10-07","last_verified_at":"2026-11-05T06:53:46Z","board_verified":true,"closed_at":null,"days_open":28,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":28},"description":"WHO WE ARE\nAt Greenleaf Trust N.A., our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement plan services. We adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service to our clients.\nSUMMARY\nFull-time, in-office position seated at the Midland reception desk, responsible for professionally greeting and assisting clients and teammates, ensuring a welcoming and well-supported office environment. Additionally, responsible for coordinating the efforts and workflow of the Client Centric Teams while providing comprehensive, proactive service to external clients and teammates. Duties are carried out under general supervision and individuals are responsible for daily independent decisions related to servicing clients.\nYOUR ROLE IN SERVING OUR CLIENTS AND ASSISTING DIVISIONS INCLUDES:\nReception/Office Coordination/Support:\nEnsure smooth office operations by providing general support and professional, timely reception area and phone coverage, using independent judgment to handle phone inquiries from clients, research and respond as appropriate within company guidelines\nWelcome visitors warmly, assess their needs and create a positive first impression\nPlan and prepare accommodations for guests and meetings, maintaining organized, well-equipped conference rooms\nAssemble and distribute documents, presentations and meeting materials as needed\nFacilitate ordering, setup and cleanup for team and client lunches\nRoutinely manage and organize office and kitchen supplies to maintain readiness and efficiency \nCoordinate with Managing Director, HR and Marketing on initiatives such as parking, advertising, Salesforce campaigns, event planning and community affairs\nMaintain the Midland Office Calendar, coordinating events and meetings\nCoordinate with Managing Directorand Facilities Manager for Midland building needs and usage\nPerform effectively under high volume and traffic, maintaining a positive and professional demeanor\nClient Care:\nCreate positive relationships with external clients, third-party vendors and teammates \nCoordinate and lead TRO/TSC weekly team meeting \nCoordinate and lead TRO/TSC/WMA quarterly team meetings \nDecision making ability to problem solve and manage workflow efficiently\nPreparation of business letters and various other forms of written communications to clients\nManage the prospect-to-client lifecycle process to ensure all steps are completed\nMaintain 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 \nPrepare and ensure completion of client documentation necessary to meet policy requirements including prepping for monthly Trust Committee Meetings \nInitiate transactions in client accounts, including deposits, transfers and disbursements\nActively support marketing events and mailings\nManage client contact through utilization of Salesforce\nMaintain and update compliance-related documentation\nIdentify opportunities for process improvement and innovation and participate as an impactful member of workgroups and projects as assigned\nProvide general support for any appropriate position or function within Personal Trust or other areas within Greenleaf Trust\nPerform administrative duties in support of the Client Centric Team\nAll other duties as assigned\nDEI COMMITMENT\nGreenleaf Trust is committed to diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations.\nSECURITY RESPONSIBILITIES\nEmployees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.\nMINIMUM EDUCATION / EXPERIENCE REQUIRED\nBachelor’s Degree and minimum of three years of professional office experience or equivalent education and experience. \nPrior financial services and customer service experience preferred, but not required.\nTALENTS, KNOWLEDGE, SKILLS, AND ABILITIES\nStrong work ethic and team orientation\nStrong organizational skills\nEffective interpersonal skills (“people skills”); relatable \nExcellent verbal and written communication skills \nProficient with MS Office Suite\nAbility to work, and problem-solve independently \nProactive, conscientious and reliable\nAssertive yet flexible\nAnalytical skills \nMotivated, outgoing self-starter \nCommitted to EXCELLENT client service standards\nCommunity minded \nOrganized with keen attention to detail \nAbility to multi-task, prioritize and manage workflow efficiently and independently\nAbility to learn in a fast-paced environment, both audibly and visually \nOpen-minded, attentive listener, empathetic \nPatient, honest and positive \nEQUIPMENT USED\nComputer\nVarious copiers, printers, and scanners\nMulti-line phone\nAudio Visual Equipment\nSmart Phone\nSYSTEM APPLICATIONS USED\nOffice 365\nKeeper Password Manager\nCONTACTS\nClients\nProspective Clients\nAll Greenleaf Trust Team Members \nPHYSICAL REQUIREMENTS\nThis position requires a significant amount of time sitting and working on a computer, sitting in meetings and/or talking on a telephone.\nWORK ENVIRONMENT\nNormal office environment, subject to constant interruptions, that is well lit, properly ventilated and handicap accessible.\nOTHER\nRegular and predictable attendance in the Midland, Michigan office is required.\nOur normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.\nMarketing event support will require periodic work beyond normal operating hours\nEqual Opportunity Employer\nGreenleaf Trust N.A. is an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants without regard to any protected status under applicable law.\nE-Verify Participation\nGreenleaf Trust N.A. participates in E-Verify and will provide information from Form I-9 to the federal government to confirm authorization to work in the United States. E-Verify is used only after an employee accepts an offer of employment and completes Form I-9.\nE-Verify Participation Notice | Right to Work","description_format":"text","description_chars":6701,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Equity","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management & Financial Advisors","Family Offices"],"lifecycle":[{"event":"open","at":"2026-10-07T22:25:00Z"}],"visa":[],"liveness":{"score":59,"band":"ok","label":"Likely open","p_open":1,"p_active":0.787,"p_room":0.75,"age_days":28,"expected_fill_days":30,"reasons":["conf:4","win:late"],"computed_at":"2026-11-05T05:54:30Z"},"pay":null,"html_url":"https://alion.io/job/greenleaf-trust-team-service-coordinator-midland-mi","json_url":"https://alion.io/job/greenleaf-trust-team-service-coordinator-midland-mi.json","meta":{"generated_at":"2026-11-05T12:22:44Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":16060,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-06T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2057966},"rest":"https://alion.io/mcp/rest/get_company?id=2057966"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fgreenleaf-trust-team-service-coordinator-midland-mi"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fgreenleaf-trust-team-service-coordinator-midland-mi"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fgreenleaf-trust-team-service-coordinator-midland-mi"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/greenleaf-trust-team-service-coordinator-midland-mi\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fgreenleaf-trust-team-service-coordinator-midland-mi"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2053048}},{"tool":"search_jobs","arguments":{"company":"greenleaftrust.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2053048},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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