Senior Trust Operations Specialist

Choosecolumbusga; Columbus (GA); On-site; USD 90,000 - 140,000; Full time

Job summary

Pinnacle in Columbus, GA is seeking a Trust Specialist who will deliver distinctive service and support Trust Advisors and clients with account setup and daily processing. You will build client relationships, coordinate account activity, prepare investment policy statements, and collaborate with CPAs, attorneys, and others to manage risk and compliance.

This role requires a Bachelor's degree and at least 10 years in trust operations or banking, with strong analytics, communication, and

Qualifications

• Bachelor's degree required in business, finance, or related field.
• Minimum 10 years of experience in trust operations or banking.
• Strong knowledge of trust documents, regulations, and compliance.

Responsibilities

• Build strong client relationships and respond to inquiries with solutions.
• Coordinate daily trust account activities including openings, closings, and transfers.
• Prepare investment policy statements and related documentation.
• Collaborate with CPAs, attorneys, and insurance agents on client issues.
• Develop reports and ensure data accuracy and confidentiality.
• Serve as subject matter expert and mentor junior staff.

Skills

Trust operations

Regulatory compliance

Analytical thinking

Client service

Education

Bachelor's degree

Job description

Pinnacle in Columbus, GA is seeking a Trust Specialist who will deliver distinctive service and support Trust Advisors and clients with account setup and daily processing. You will build client relationships, coordinate account activity, prepare investment policy statements, and collaborate with CPAs, attorneys, and others to manage risk and compliance.

This role requires a Bachelor's degree and at least 10 years in trust operations or banking, with strong analytics, communication, and