Cozen O'Connor
Trust Operations Coordinator (Finance)
The Trust Operations Coordinator is responsible for coordinating the accurate processing of all trust system recordkeeping transactions through the firm's omnibus bank custody account (Custody) and omnibus bank demand deposit account (DDA), and for maintaining the daily blotter and original-source documentation needed to reconcile both the trust system's activity and trust system-to-omnibus accounts activity.
This role has high end-client visibility because the Coordinator exclusively processes cash and securities owned by firm administered, client trust accounts. As such, the Coordinator is expected to professionally, respectfully and effectively communicate within the Department and with the firm's Attorneys and Paraprofessionals.
Job Duties and Responsibilities
Security Movement & Control (SMAC) Desk Coordinator performs the following functions: