Trust Relationship Specialist

Trust Relationship Manager

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.

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.

Primary

Location:

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

1301 A Street 8th Floor Tacoma WA 98402

Our 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,…