Trust Operations Specialist

About the role

• 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

Requirements

• High School Diploma or equivalent certificate required
• One year of related experience (preferred)
• Prior financial services experience in a transaction processing environment (preferred)
• 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