Trust Operations Specialist: Estate & IRA Processing

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

Benefits offered by this job

Healthcare coverage

401(k) with employer match

Life insurance

Disability insurance

Tuition assistance

Mental health resources

Identity theft protection

Discount marketplace access

Paid vacation

Sick days

Volunteer days

Holidays

Job summary

Columbia Bank in Orange, CA is seeking a Trust Operations Specialist to support accounting in trusts, estates, and IRAs. You will post transactions accurately, maintain documentation, and proactively inform clients by phone about status.

Under supervision, you will assist with cashiering for institutional conversions and learn complex distributions, while adhering to bank policies and regulatory requirements in a fast-paced environment.

Qualifications

• High School Diploma or equivalent.
• 1 year of related experience preferred.
• Strong organizational and communication skills.
• Ability to thrive in a team-oriented environment.

Responsibilities

• Post all transactions on the trust accounting system accurately.
• Ensure documentation related to cash transactions is archived.
• Proactively communicate with clients by phone about status.
• Remediate client issues promptly based on contact.
• Assist with cashiering and learn complex distributions under guidance.

Skills

Organizational skills

Excellent communication

Teamwork

Time management

Problem solving

Education

High School Diploma or equivalent

Tools

Windows

Job description

Columbia Bank in Orange, CA is seeking a Trust Operations Specialist to support accounting in trusts, estates, and IRAs. You will post transactions accurately, maintain documentation, and proactively inform clients by phone about status.

Under supervision, you will assist with cashiering for institutional conversions and learn complex distributions, while adhering to bank policies and regulatory requirements in a fast-paced environment.