Trust Operations Specialist

About the Role

The 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.
• Assist in cashiering activities related to institutional client conversions and deconversions under 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) under guidance of senior team members.
• Other duties as assigned.
• Demonstrate compliance with all bank regulations for assigned job function and apply designated job responsibilities.
• Keep up to date on regulation changes and follow all Bank policies and procedures, compliance regulations, and complete all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank's Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations applicable to this job description.
• May be asked to coach, mentor, or train others as a subject matter expert.
• Actively learn, demonstrate, and foster the Columbia corporate culture in all actions and words, taking personal initiative and being a positive example for others.

• High school diploma or GED required.
• 1 year 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.
• Strong understanding of a PC, Windows environment.
• Developing professional expertise, applying company policies and procedures to resolve a variety of issues.

The pay range for this role is $22.61 - $26.00 per hour. Compensation is dependent upon job-related knowledge, skills, experience, education, and geographic location. The role may be eligible for performance‑based incentive compensation; details will be provided during the recruitment process.

Primary location: 1801 California Street, Suite 800, Denver, CO 80202. Full onsite at posted location(s).

Our benefits include comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k) retirement savings plan with employer match for qualifying 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.

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: