Trust Operations Specialist: Client-Focused Banking

Columbia Bank; Orange (CA); On-site; USD 34,000 - 47,000; Full time

Job summary

Columbia Bank in Orange, CA, is seeking a Trust Operations Specialist to support trusts, estates, IRAs, and agency accounts. You will post transactions, ensure accuracy, and maintain documentation in the trust accounting system.

You will communicate with clients by phone to update them on requests, remediate issues, and assist with cashiering and complex distributions under supervision. The role emphasizes compliance with bank regulations and internal policies.

Qualifications

• 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

Responsibilities

• 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.

Skills

Communication skills

Organizational skills

Teamwork

Problem-solving

Multitasking

Education

High School Diploma or equivalent certificate

Tools

PC Windows environment

Job description

Columbia Bank in Orange, CA, is seeking a Trust Operations Specialist to support trusts, estates, IRAs, and agency accounts. You will post transactions, ensure accuracy, and maintain documentation in the trust accounting system.

You will communicate with clients by phone to update them on requests, remediate issues, and assist with cashiering and complex distributions under supervision. The role emphasizes compliance with bank regulations and internal policies.