Trust Operations Specialist

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 4

Paid vacation

Job summary

Columbia Bank is seeking a Trust Operations Specialist to handle accounting functions for trusts, estates, and IRAs. The role requires meticulous transaction posting, proper documentation, and proactive client communication to resolve issues in a fast-paced setting.

You will work under guidance on cashiering activities for institutional conversions, and develop understanding of complex distributions. Commitment to compliance and ongoing training is expected.

Qualifications

• Must have a high school diploma or equivalent.
• 1 year of related experience preferred in financial services or transaction processing.
• Must be highly organized with the ability to multitask in a fast-paced environment.
• Excellent communication and teamwork skills are essential.

Responsibilities

• Post all transactions on the trust accounting system accurately and without direction.
• Ensure documentation related to cash transactions is archived and noted.
• Proactively communicate with clients to advise on request status and resolve issues.

Skills

Organizational skills

Communication skills

Teamwork

Problem solving

Education

High School Diploma or equivalent

Tools

Windows OS

Job description

About the Role

A Trust Operations Specialist is responsible for the accounting functions undertaken by the Trust department in its administration of trusts, agency accounts, estates, conservatorships, and IRAs. Post all transactions on the trust accounting system accurately and without direction. Ensure all transactions are processed accurately and according to client instructions. Ensure all documentation related to the cash transaction is appropriately archived and noted. Proactively communicate with clients via phone to advise them of the status of their request. Quickly remediate any issues or concerns arising from the client contact. Ensure all procedures related to client contact are adhered to. Under the guidance of senior team members, assist in cashiering activities related to institutional client conversions and deconversions. Under the guidance of senior team members, develop an understanding of complex distribution activities (roth conversions, alternative asset re-registrations, plan distributions, and other complex processing activities). Other duties as assigned. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become Business Bank of Choice. May perform other duties as assigned.

About You

High School Diploma or equivalent certificate required. 1 year - One year of related experience (Pref). Prior financial services experience in a transaction processing environment (Pref). Must be highly organized with the ability to handle multiple tasks at one time. Excellent organizational, time management, problem prevention and problem-solving skills. Excellent communication skills. Ability to thrive in a team-oriented environment. Must be flexible and willing to work in a fast-paced dynamic environment. Must exhibit appropriate and professional judgement which is in line with Pacific Premier Bank culture and success attributes. Strong understanding of a PC, Windows environment. Developing professional expertise, applies company policies and procedures to resolve a variety of issues.

Pay

The pay range for this role is $23.00 to $30.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary Location

Ability to work fully onsite at posted location(s). 1801 California Street Suite 800 Denver CO 80202

Benefits

• comprehensive healthcare coverage (medical, dental, and vision plans)
• 401(k)-retirement savings plan with employer match for qualifying associate contributions
• employee assistance program
• life insurance
• disability insurance
• tuition assistance
• mental health resources
• identity theft protection
• legal support
• auto and home insurance
• pet insurance
• access to an online discount marketplace
• paid vacation
• sick days
• volunteer days
• holidays

Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.

To Staffing and Recruiting Agencies

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

At Columbia Bank, we're redefining what it means to bank and to build a career. As the West's premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship-based service backed by regional expertise and resources that help families and businesses thrive.

Why work for Columbia Bank?

A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity. A culture of belonging and purpose, where your ideas matter and your work has impact. Competitive benefits and flexibility designed to help you thrive personally and professionally. Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives.

Ready to Do RIGHT for your career, your community, and your future? At Columbia Bank, we're redefining what it means to bank and to build a career.