Trust Operations Specialist

Columbia Bank•Orange, CA

1d•$25 - $34•Onsite

About The Position

The Trust Operations Specialist performs accounting functions for the Trust department in administering trusts, agency accounts, estates, conservatorships, and IRAs. The role posts transactions in the trust accounting system, processes them according to client instructions, archives related documentation, and communicates with clients about request status. It also supports cashiering for institutional client conversions and deconversions and develops an understanding of complex distribution activities under senior team guidance. The specialist follows applicable bank policies, procedures, regulations, and training requirements, including those related to the Bank Secrecy Act, Regulation CC, Regulation E, and bank security. The role may also involve coaching or training others, supporting the company’s culture and vision, and performing other duties as assigned. The position is fully onsite at 1045 W Katella Avenue, Suite 100, Orange, California 92867. The stated pay range is $25.00–$34.00; the selected candidate’s rate depends on job-related factors. The role may be eligible for performance-based incentive compensation.

Requirements

High school diploma or equivalent certificate required.
Highly organized and able to handle multiple tasks at once.
Excellent organizational, time-management, problem-prevention, and problem-solving skills.
Excellent communication skills.
Ability to work effectively in a team-oriented environment.
Flexibility and willingness to work in a fast-paced, dynamic environment.
Professional judgment aligned with Pacific Premier Bank culture and success attributes.
Strong understanding of a PC and Windows environment.
Ability to apply company policies and procedures to resolve a variety of issues.
One year of related experience is listed as preferred.

Nice To Haves

Prior financial services experience in a transaction-processing environment.

Responsibilities

Post trust transactions accurately in the trust accounting system without direction.
Process transactions accurately and according to client instructions.
Archive and document cash transactions appropriately.
Contact clients by phone to advise them of request status and promptly address issues or concerns arising from client contact.
Follow procedures related to client contact.
Assist with cashiering activities for institutional client conversions and deconversions under guidance from senior team members.
Develop an understanding of complex distribution activities, including Roth conversions, alternative asset re-registrations, plan distributions, and other complex processing activities under senior team guidance.
Comply with bank regulations applicable to the role and keep current with regulatory changes.
Follow bank policies and procedures, compliance regulations, and required annual or job-specific training.
Maintain working knowledge of applicable written bank policies and procedures, including those concerning the Bank Secrecy Act, Regulation CC, Regulation E, and bank security.
May coach, mentor, or train others and teach coursework as a subject matter expert.
Demonstrate and foster Columbia’s corporate culture, take personal initiative, and serve as a positive example.
Perform other duties as assigned.

Benefits

Medical, dental, and vision plans for eligible associates.
401(k) retirement savings plan with employer match for qualifying associate contributions.
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.
Paid vacation, sick days, volunteer days, and holidays.
Potential eligibility for performance-based incentive compensation.