Trust Operations Specialist

Orange, California

Full time

JR103760

A 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.

• A 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.

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

• NA

The pay range for this role is $25.00 - $34.00.

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.

Ability to work fully onsite at posted location(s).

1045 W Katella Avenue Suite 100 Orange CA 92867

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,…