Senior Trust Operations & Client Service Specialist

synovuscareers; Columbus (GA); On-site; USD 90,000 - 120,000; Full time

Job summary

Pinnacle seeks an experienced Trust Specialist in Columbus, GA to support Trust Advisors and clients. The role involves detailed trust administration, document preparation, and servicing client needs with accuracy and confidentiality.

You will coordinate with internal partners, manage risk, and assist with presentations and proposals. The position requires a strong background in trust operations, Bachelor's in a related field, and at least 10 years of experience in banking/trust roles.

Qualifications

• Proven knowledge of trust documents, products and services.
• Strong regulatory compliance understanding and industry best practices.
• Excellent analytical, problem-solving and decision-making abilities.
• Outstanding verbal and written communication and interpersonal skills.

Responsibilities

• Builds strong client relationships and anticipates needs to resolve account issues and provide information.
• Coordinates daily trust administration activities including account opening/closing, cash management, asset transfers, and bill processing.
• Prepares and manages investment policy statements and related documentation.
• Coordinates with CPAs, attorneys and other service providers on client tax and estate matters.
• Provides administrative support to Relationship Managers and assists with proposals, presentations and marketing materials.
• Develops and maintains financial and ad hoc reports and ensures data integrity and confidentiality.

Skills

Trust docs

Regulatory knowledge

Analytical skills

Communication

Organization

Problem solving

Education

Bachelor's degree in Business Administration, Finance, Accounting, or related field

Job description

Pinnacle seeks an experienced Trust Specialist in Columbus, GA to support Trust Advisors and clients. The role involves detailed trust administration, document preparation, and servicing client needs with accuracy and confidentiality.

You will coordinate with internal partners, manage risk, and assist with presentations and proposals. The position requires a strong background in trust operations, Bachelor's in a related field, and at least 10 years of experience in banking/trust roles.