Associate Trust Officer

Columbia Banking System; Spring Valley (NV); On-site; USD 60,000 - 105,000; Full time

Job summary

Columbia Bank seeks an Associate Trust Officer to administer simple trusts and assist with complex trusts, while growing client relationships. You will support account setup, annual accountings, and compliance, and participate in business development activities alongside senior officers.

The role requires 2–4 years in trust or related services, strong communication, and ability to work in a team as well as independently. Onsite in Las Vegas with competitive benefits.

Qualifications

• Bachelor’s degree preferred if practical trust experience exists.
• 2-4 years experience in trust or related financial services.
• 2-4 years knowledge of the trust data processing system and trust accounting basics.
• 1 year exposure to fiduciary duties and client-facing responsibilities.
• Developing interpersonal and communication skills.

Responsibilities

• Assist in trust administration and client service tasks.
• Support setup and closure of accounts with accuracy and compliance.
• Develop and retain client relationships; participate in business development activities.
• Prepare annual accountings for court on Conservatorship and Estate accounts.
• Contribute to internal and client reports and presentations.
• Assist senior trust officers with administration of complex trusts.
• Ensure compliance with bank regulations and stay updated on regulatory changes.
• Coach, mentor, or train others as needed.

Skills

Verbal communication

Written communication

Analytical skills

Interpersonal skills

Time management

Teamwork

Tax knowledge

Education

Bachelor’s degree preferred

CFTA Education Enrolled

Tools

Windows

Related software applications

Job description

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 projectsSupport the setup and closure of accounts, ensuring compliance and accuracyDevelop and retain client relationshipsEngage 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 servicesAdminister accounts in a satisfactory manner, including maintaining account filesAssist clients in achieving planned goals established at the opening of their account within an acceptable level of riskParticipate 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:Bachelor’s degree, if one has practical trust experience, a bachelor’s degree is preferred2-4 years e xperience in trust or related financial services, required.2-4 years k nowledge and understanding of the trust data processing system, as well as general principles of trust accounting and tax law, required.1 year experience e xposure to fiduciary duties and client facing responsibilitiesDeveloping interpersonal skills in order to effectively communicate with customers and staffExceptional verbal and written communication skillsGood analytical abilities to recognize and solve clients’ estate planning and investment issuesEffective organizational and time management skillsAbility to work in a team environment as well as independentlyBasic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax returnsAbility to use personal computers, Windows, and related software applicationsBasic knowledge of the commercial banking environment to facilitate trust clients’ financial needs and the trust company’s interface with commercial affiliatesCFTA Education Enrolled , Required.Occasional travel.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 89135Our Benefits:We are proud to offer a competitive total rewards package including base wages and comprehensive 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.