POSITION SUMMARY
The Correspondence Coordinator is the entry\-level partner in our two\-person mailroom and the dual\-control counterpart to the Senior Correspondence Coordinator. After the Senior scans inbound mail, you take custody of the physical originals — including premium checks — and own deposit preparation, secure storage, and all outbound mail. You will close the day with the Senior on a joint reconciliation that confirms every check is accounted for. This is a role of financial trust and a strong starting point for a career in annuity operations.
CORE RESPONSIBILITIES
- Take custody of scanned originals from the Senior Correspondence Coordinator and store them in the dual\-control bonded cabinet
- Maintain the Custody Chain Log — every transfer of negotiable instruments captured with timestamps, item counts, dollar totals, and dual signatures
- Prepare daily deposits: complete remote deposit capture (RDC) scanning, submit within same\-day cutoff, and post the deposit confirmation back to the Trellis Admin System (TAS)
- Prepare and meter all Trellis outbound mail through the Quadient platform; coordinate carrier pickups (USPS, FedEx, UPS) and maintain manifest records for trackable shipments
- Process returned mail and escalate any discrepancies, custody breaks, or fraud signals to the Senior Correspondence Coordinator the same day they’re identified
- Run end\-of\-day reconciliation jointly with the Senior Correspondence Coordinator, secure all originals in the dual\-key bonded cabinet, and complete required compliance training and audits
- 1\+ year in a financial services mailroom, bank operations, document processing, retail banking, or other regulated cash\-handling environment
- Hands\-on experience handling negotiable instruments under dual control or supervised cash\-handling protocols (e.g., bank teller, vault attendant, deposit clerk, AP/AR processor)
- Familiarity with remote deposit capture (RDC) systems, or willingness to be trained within the first 30 days
- Comfort preparing outbound mail and coordinating with carriers (USPS, FedEx, UPS), with strong reconciliation and log\-keeping habits
- High school diploma or GED, proficiency in Microsoft Office
- Ability to learn web\-based platforms
- Must pass a background check including criminal and financial screening
- Prior experience in annuity, life insurance, or retirement plan operations
- Familiarity with Quadient mailing technology, postage meter systems, or comparable mail platforms
- Prior experience with bank deposit workflows, treasury operations, or AP/AR processing in a SOC 1\-audited environment
- Ability to sit, stand, and walk for extended periods during processing shifts
- Ability to lift and carry mail trays and boxes up to 30 pounds
- Manual dexterity required for sorting, scanning, and operating office equipment
- Ability to read fine print on checks, correspondence, and system screens
Requirements QUALIFICATIONS — REQUIRED
QUALIFICATIONS — PREFERRED
PHYSICAL REQUIREMENTS
Benefits
At Trellis Financial, we strongly believe that our greatest asset is our team, and that operational excellence is the foundation of our continued success. To demonstrate our commitment to the well\-being and satisfaction of our employees, we proudly offer a comprehensive and highly competitive benefits package. This exceptional package is designed not only to meet but to exceed industry standards, ensuring that even our part\-time employees, who work at least 30 hours per week, receive valuable support and resources that contribute to their professional growth and personal well\-being. As such, you will receive:
* Fully employer\-paid medical, dental, and vision coverage for the employee — the same coverage offered to full\-time employees for part\-time employees who work at least 30 hours per week, with no monthly premium deduction from your paycheck
* Predictable schedule — Monday through Friday, 10:00 AM – 4:00 PM EST, with two paid 15\-minute breaks and a 30\-minute paid lunch
* Discretionary spot bonuses awarded based on performance and contribution
* Discretionary paid time off — work with your manager to take the time you need
* Company\-observed holidays
Specific benefit details, including coverage levels and eligibility, are described in your offer letter.
ABOUT US
At Trellis Financial, we're on a mission to change how Americans plan for retirement.
We're an annuity company built to deliver simple, competitive products through independent distribution channels. We have the fundamentals every annuity company needs (regulatory footing, capital, and decades of experience) without any of the traditional constraints. Our proprietary technology stack allows us to modernize how an annuity company operates and pursue opportunities beyond traditional retirement products.
We're hiring problem solvers and builders who thrive in a high\-stakes, regulated environment. Every role at Trellis is a skill position, and every employee gets to watch their work impact policyholders, agents, and the industry in real time. If that sounds like a company you'd want to join, we'd like to hear from you.