Trust Relationship Specialist

About The Role

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.
• Absorb responsibility for routine fiduciary duties connected with an account when client dies. Take direction from Senior Account Administrator on complex administrative matters.
• Execute communication plan agreed to by Senior Account Administrator including timely and accurate correspondence with clients as necessary for administration of their account.
• Assist Senior Account Administrator in preparing for sensitive client meetings.
• 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.
• Assume responsibility for routine fiduciary duties connected with an account when client dies. Take direction from Senior Account Administrator on complex administrative matters.
• Take 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.

About You

Business Administration (preferred)Trust training (preferred)2-5 years — Trust Experience (Req)

• 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.
• Educational requirements: Business Administration (preferred)Trust training (preferred)
• Experience: 2-5 years — Trust Experience (Req)
• Skills: Solid spreadsheet and word processing skills, demonstrated ability to create graphs and complex Excel formulas and PowerPoint presentations for trust sales opportunities & seminars
• Knowledge: Solid understanding of departmental or company goals and objectives and how they relate to the rest of the company and its business operations
• Soft Skills: Demonstrated effective time management and organizational skills
• Other: Ability to operate various office equipment including personal computer, printers, fax machine, 10-key adding machine, multi-line telephone, copy machine, etc.

Pay

The base pay range for this role is $25.00 to $39.00. 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.

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.