Trust Operations Expert - Client-Focused Cash & Distributions

Columbia Banking System

Denver (CO)

On-site

USD 32,000 - 41,000

Full time

6 days ago
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Benefits offered by this job

Healthcare benefits
401(k) retirement plan
Paid time off

Job summary

Columbia Bank, located in Denver, CO, seeks a Distributions Specialist in its Trust department to manage accounting functions for trusts, estates, and IRAs. You will post and verify transactions in the trust accounting system, ensure documentation is properly archived, and communicate with clients to provide timely status updates.

The role requires attention to detail, strong organizational skills, and the ability to work in a fast-paced environment.

Qualifications

  • High school diploma or GED required.
  • Strong organizational and time management skills.
  • Excellent communication and problem-solving abilities.

Responsibilities

  • Post all transactions on the trust accounting system accurately and per client instructions.
  • Archive and note all documentation related to cash transactions.
  • Proactively communicate with clients to advise status and address questions.
  • Remediate issues from client contacts and maintain responsiveness.

Skills

Attention to detail
Organizational skills
Communication skills
Teamwork
Multitasking
Windows proficiency

Education

High school diploma or GED

Tools

Windows OS

Job description

Columbia Bank, located in Denver, CO, seeks a Distributions Specialist in its Trust department to manage accounting functions for trusts, estates, and IRAs. You will post and verify transactions in the trust accounting system, ensure documentation is properly archived, and communicate with clients to provide timely status updates.

The role requires attention to detail, strong organizational skills, and the ability to work in a fast-paced environment.

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