Associate Trust Officer: Client Service & Growth

Columbia Bank

Las Vegas (NV)

On-site

USD 60,000 - 105,000

Full time

4 days ago
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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

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.

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