Trust Relationship Specialist

Columbia Bank•Tacoma, WA

4d•$25 - $39•Onsite

About The Position

Under general direction, will work with senior lead officers to manage larger trust relationships. Will provide administrative and clerical support to design/complete tasks, projects, and related activities for executives, administrators, or managers in order to meet the goals and objectives of the Trust Company. New Accounts set up – Ensure that all required paperwork is completed for new account set up and forms are in files. New account set up entered into trust accounting system. Closed Accounts – review all required paperwork and confirm all appropriate information deleted from computer system. Attend and take lead in preparing for routine client meetings on team managed accounts. Assist Senior Account Administrator in preparing for sensitive client meetings. Execute communication plan agreed to by Senior Account Administrator including timely and accurate correspondence with clients as necessary for administration of their account. Assume responsibility for routine fiduciary duties connected with an account when client dies. Take direction from Senior Account Administrator on complex administrative matters. Perform annual accountings for court on Conservatorship and Estate accounts. Senior Account Administrator to approve. Obtain written authorizations and directions necessary for distributions; purchases and sales in non-discretionary accounts subject to approval by Senior Account Administrator. Responsible for annual reviews on team assigned accounts and assist the account administrator with other assigned investment and administrative reviews by preparing and copying documents. Responsible for maintaining all trust company customer filings as instructed by the Account Administrator. Maintains and organizes files and coordinate shipment of transfer and closed account files to storage archives. Takes lead on trust company seminars by performing a variety of duties including preparing fliers, building informational packets, and serving as host/hostess. Performs miscellaneous assignments as needed including delivery of documents, typing and data entry. Anticipate needs of Senior Administrative Officer and prepares preliminary work on various future projects. Will accompany Account Administrators on client calls as needed. Create graphs and charts for presentations to existing and prospective clients. 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.

Requirements

2-5 years of Trust Experience.
Ability to operate various office equipment including personal computer, printers, fax machine, 10-key adding machine, multi-line telephone, copy machine, etc.
Solid spreadsheet and word processing skills.
Demonstrated ability to create graphs and complex Excel formulas and PowerPoint presentations for trust sales opportunities & seminars.
Solid understanding of departmental or company goals and objectives and how they relate to the rest of the company and its business operations.
Demonstrated effective time management and organizational skills.
Effective interpersonal skills to relate to a variety of upper-level managers, executives, directors, customers, and employees; public relations skills; tact, diplomacy, and patience.
Ability to manage confidential information.
Ability to work on several projects simultaneously and with a variety of employees, managers, executives, etc.
Ability to work under pressure with constant interruptions.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities.
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.

Nice To Haves

Business Administration (preferred)
Trust training (preferred)

Responsibilities

Manage larger trust relationships with senior lead officers.
Provide administrative and clerical support for tasks, projects, and activities.
Ensure all required paperwork is completed for new account setup and forms are filed.
Enter new account setup information into the trust accounting system.
Review paperwork for closed accounts and ensure appropriate information is deleted from the computer system.
Attend and lead preparations for routine client meetings on team-managed accounts.
Assist Senior Account Administrator in preparing for sensitive client meetings.
Execute communication plans with clients for account administration.
Assume responsibility for routine fiduciary duties when a client dies.
Take direction from Senior Account Administrator on complex administrative matters.
Perform annual accountings for court on Conservatorship and Estate accounts (subject to Senior Account Administrator approval).
Obtain written authorizations and directions for distributions, purchases, and sales in non-discretionary accounts (subject to Senior Account Administrator approval).
Perform annual reviews on team-assigned accounts and assist with other investment and administrative reviews.
Maintain all trust company customer filings as instructed by the Account Administrator.
Organize files and coordinate shipment of transfer and closed account files to storage archives.
Lead trust company seminars, including preparing materials and serving as host/hostess.
Perform miscellaneous assignments such as document delivery, typing, and data entry.
Anticipate needs of Senior Administrative Officer and prepare preliminary work on future projects.
Accompany Account Administrators on client calls as needed.
Create graphs and charts for presentations to existing and prospective clients.
Demonstrate compliance with all bank regulations and apply knowledge to job responsibilities.
Stay up-to-date on regulation changes.
Follow all Bank policies and procedures, compliance regulations, and complete required training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations.
Potentially coach, mentor, train others, and teach coursework as a subject matter expert.
Actively learn, demonstrate, and foster the Columbia corporate culture.
Take personal initiative and be a positive example for others.
Embrace the vision to become “Business Bank of Choice”.
Perform other duties as assigned.