Trust Operations Pro — Estates & IRAs

Columbia Bank; Denver (CO); On-site; USD 32,000 - 41,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan with employer

Tuition assistance

Paid vacation and holidays

Job summary

Columbia Bank in Denver, CO is seeking a Trust Operations Specialist to manage trust and related processing, posting transactions to the trust accounting system accurately according to client instructions.

You will handle cashiering under supervision, maintain documentation for cash transactions, and communicate with clients by phone to update statuses while ensuring regulatory compliance and bank policies are followed. The role requires attention to detail and strong organizational skills.

Qualifications

• High School Diploma or equivalent required.
• 1 year of related experience preferred.
• Prior financial services transaction processing experience preferred.

Responsibilities

• Post all transactions on the trust accounting system accurately per client instructions.
• Ensure all transactions are processed accurately and according to client instructions.
• Archive and note documentation related to cash transactions.
• Proactively communicate with clients via phone to advise status of requests.
• Assist in cashiering activities under guidance for institutional client conversions.
• Develop understanding of complex distribution activities such as Roth conversions and plan distributions.

Skills

Organizational skills

Communication skills

Education

High School Diploma or equivalent

Job description

Columbia Bank in Denver, CO is seeking a Trust Operations Specialist to manage trust and related processing, posting transactions to the trust accounting system accurately according to client instructions.

You will handle cashiering under supervision, maintain documentation for cash transactions, and communicate with clients by phone to update statuses while ensuring regulatory compliance and bank policies are followed. The role requires attention to detail and strong organizational skills.