Team Service Coordinator

Job overview

The Team Service Coordinator role is a full-time, in-office position in Midland, MI, with compensation not specified. Greenleaf Trust provides wealth management, trust administration, and retirement plan services, with a focus on fiduciary standards and personalized client service. The coordinator supports the Midland office and Client Centric Teams by managing reception and office needs, coordinating workflow, and providing proactive service to clients and teammates. The role also helps keep client processes, meetings, and documentation organized and moving forward.

What you'll do

• Provide reception and phone coverage
• welcome visitors
• prepare meeting accommodations and materials
• coordinate office supplies, calendars, building needs, and event logistics
• coordinate team meetings
• manage client communications and meeting schedules
• prepare client documentation and follow-up assignments
• initiate account transactions including deposits, transfers, and disbursements
• use Salesforce to manage client contacts
• maintain compliance documentation
• provide administrative support to Client Centric Teams.

What we're looking for

Skills & competencies

team service coordinator

midland mi

greenleaf trust

in-office

client service

reception

office coordination

wealth management

trust administration

salesforce

client centric teams

monday–friday 8:15 a.m.–5:00 p.m.

Work arrangement

• Weekend coverage required

Why this role

Regular and predictable attendance in the Midland office is required. Normal operating hours are Monday through Friday, 8:15 a.m. to 5:00 p.m.; marketing event support may require periodic work beyond those hours. Bachelor’s degree and three years of professional office experience or equivalent are required.

About the employer

Greenleaf Trust is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.