Associate Trust Officer

Columbia Bank; Las Vegas (NV); On-site; USD 60,000 - 105,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan

Tuition assistance

Mental health resources

Paid time off

Job summary

Columbia Bank in Las Vegas, NV is seeking an Associate Trust Officer to work with senior officers on trust administration, client service, and business development. You will administer simple trusts and accounts, assist with complex trusts, and grow relationships with guidance.

The role emphasizes compliance, preparing annual trust accountings, and coordinating with internal teams. A Bachelor's degree and 2–4 years of trust experience are preferred, with strong written and verbal communication.

Qualifications

• Bachelor's degree preferred with practical trust experience.
• 2–4 years experience in trust or related financial services.
• 2–4 years knowledge of trust data processing system and tax law.
• Excellent verbal and written communication; strong interpersonal skills.

Responsibilities

• Assist in trust administration, client service, and business development with supervision.
• Support setup and closure of accounts ensuring compliance and accuracy.
• Prepare annual accountings for court on Conservatorship and Estate accounts.
• Create proposals, presentations, and reports for clients and internal use.

Skills

Trust administration

Client service

Communication skills

Interpersonal skills

Teamwork

Education

Bachelor's degree

CFTA Education Enrolled

Tools

Trust data processing system

Windows/PCs

Job description

About the Role

About the Role: The Associate Trust Officer will work closely with senior officers to further their experience in trust administration, client service, and business development. This position administers simple trust and investment accounts, assists senior officers with the administration of complex trusts, and maintains and develops client relationships with moderate supervision. They provide exceptional service to existing trust clients. Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects Support the setup and closure of accounts, ensuring compliance and accuracy Develop and retain client relationships Engage in introductory business development activities, including:

• Shadowing senior trust officers during prospect meetings and networking events
• Assisting in the preparation of proposals and presentations for prospective clients
• Participating in partner education to promote the Company and the service offerings
• Participate in community activities that provide opportunities to form business relationships with candidates for trust services

Administer accounts in a satisfactory manner, including maintaining account files Assist clients in achieving planned goals established at the opening of their account within an acceptable level of risk Participate in client meetings and contribute to communication plans. Prepare annual accountings for court on Conservatorship and Estate accounts. Administer simple trust and investment relationships. Assist senior trust officers with the administration of complex trust relationships. Create presentations, charts, and reports for internal and client use. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "Business Bank of Choice" May perform other duties as assigned.

About You

About You: Bachelor's degree, if one has practical trust experience, a bachelor’s degree is preferred 2-4 years experience in trust or related financial services, required. 2-4 years knowledge and understanding of the trust data processing system, as well as general principles of trust accounting and tax law, required. 1 year experience exposure to fiduciary duties and client facing responsibilities Developing interpersonal skills in order to effectively communicate with customers and staff Exceptional verbal and written communication skills Good analytical abilities to recognize and solve clients’ estate planning and investment issues Effective organizational and time management skills Ability to work in a team environment as well as independently Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax returns Ability to use personal computers, Windows, and related software applications Basic knowledge of the commercial banking environment to facilitate trust clients’ financial needs and the trust company’s interface with commercial affiliates CFTA Education Enrolled , Required. Occasional travel.

Salary

The pay range for this role is $60,000.00 to $105,000.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary Location

Ability to work fully onsite at posted location(s). 10777 West Twain Suite 150 Las Vegas NV 89135

Our Benefits

• We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.

Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [e-mail].

To Staffing and Recruiting Agencies

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Why work for Columbia Bank?

At Columbia Bank, we're redefining what it means to bank and to build a career. As the West's premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship-based service backed by regional expertise and resources that help families and businesses thrive. Our culture is built on Do RIGHT, which means: Relationships: We create authentic connections with customers, colleagues, and communities. Impact: Every role here makes a meaningful difference in people’s lives and local economies. Growth: We invest in your success with career development, mentorship, and learning opportunities. Heart: We care deeply about doing what’s best for our customers and each other. Trust: Integrity and transparency guide everything we do. A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity. A culture of belonging and purpose, where your ideas matter and your work has impact. Competitive benefits and flexibility designed to help you thrive personally and professionally. Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives.

Ready to Do RIGHT for your career, your community, and your future? Explore opportunities and join Columbia Bank today.