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 Travel Requirements N\A The pay range for this role is $25.00 - $34.00. 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). 1045 W Katella Avenue Suite 100 Orange CA 92867 Our Benefits: We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an 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, and paid vacation, sick days, volunteer days, and 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. If you require an accommodation to complete the application or interview(s), please let us know by email: careers columbiabank.com . 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.

Requirements

Must-haves

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
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.
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.

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)