Trust Operations Specialist: Precise Client Accounting

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

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.