Trust Operations Specialist — Precision in Processing & Client Care

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

Benefits offered by this job

Healthcare coverage

401(k) retirement plan

Life insurance

Disability insurance

Tuition assistance

Mental health resources

Identity theft protection

Discount marketplace

Paid vacation

Sick days

Volunteer days

Holidays

Job summary

Columbia Bank in Denver, CO is seeking a Trust Operations Specialist to manage trust accounting transactions for trusts, estates, and IRAs, ensuring accuracy and adherence to client instructions.

You will proactively contact clients by phone, archive documentation, and assist with institutional conversions under supervision. The role requires strong organizational and communication skills in a fast-paced environment.

Qualifications

• Must have high school diploma or equivalent.
• 1 year of related experience preferred.
• Prior financial services experience in transaction processing preferred.
• Strong organizational, time management, problem prevention and problem-solving skills.
• Excellent communication skills and ability to work in a team.

Responsibilities

• Post all transactions on the trust accounting system accurately.
• Ensure transactions are processed according to client instructions.
• Archive cash transaction documentation.
• Proactively communicate with clients by phone on status of requests.
• Remediate issues arising from client contact.
• Assist in cashiering for institutional conversions and deconversions under supervision.
• Develop understanding of complex distributions (ROTH conversions, re-registrations, plan distributions).
• Follow bank policies, compliance regulations and training.
• Coach or train others as subject matter expert.

Skills

Organizational skills

Time management

Communication skills

Teamwork

Problem-solving

Education

High School Diploma or equivalent

Tools

Windows PC

Job description

Columbia Bank in Denver, CO is seeking a Trust Operations Specialist to manage trust accounting transactions for trusts, estates, and IRAs, ensuring accuracy and adherence to client instructions.

You will proactively contact clients by phone, archive documentation, and assist with institutional conversions under supervision. The role requires strong organizational and communication skills in a fast-paced environment.