TRUST OPERATIONS SPECIALIST jobs in United States
cer-icon
Apply on Employer Site
company-logo

Bank of Colorado · 1 day ago

TRUST OPERATIONS SPECIALIST

Bank of Colorado is a family-owned community bank committed to customer service and community involvement. They are seeking a Trust Operations Specialist to support trust personnel, manage trust accounts, and prepare reports for staff and clients.

BankingFinancial ServicesInsuranceVenture Capital

Responsibilities

Works with trust accounting system to ensure maintenance of accurate records, efficient operations, good regulatory compliance and adequate controls
Answers questions from trust personnel
Research of records and follow up documentation
Supports set up and maintenance of client files on trust accounting system
Generates various reports for trust committee, management, and other trust personnel
Assist with file maintenance, reconciliations, balancing, input verification and other related tasks
Some travel required
Regular and reliable attendance
Performs other duties as assigned by manager

Qualification

Trust operations knowledgeTrust accounting systemBookkeeping principlesWord processing softwareSpreadsheet softwareTrust database knowledgeMulti-taskingProblem solvingCommunication skillsAttention to detailConfidentialityTime management

Required

Previous trust experience required
Knowledge of trust, trust operations, laws and regulations
Knowledge of word processing and spreadsheet software
Knowledge of bookkeeping and accounting principles
Skill in problem solving
Skill in communicating with management, customers, and co-workers in a courteous and professional manner
Ability to pay close attention to detail and work with a high degree of accuracy
Ability to maintain a high level of confidentiality
Ability to work within strict time constraints and handle multiple tasks simultaneously
Trust Operations experience required

Preferred

College degree preferred
Previous trust database knowledge preferred
InfoVisa MAUI software experience preferred

Benefits

8 paid holidays
17 PTO days each year for the first five years of employment.
After five years, 22 PTO days each year.
After ten years, 27 PTO days each year.
New employees will receive 16 hours of paid sick time upon their hire date.
Health, dental, prescription drug card, vision, and voluntary life insurance plans
Health Savings Account with employer contributions
Flexible medical and dependent care spending plans
Parental Leave after one year of full-time employment
401K plan after 3 months and start of next quarter with employer contributions and profit sharing
Free checking account and basic printed checks
Free safe deposit box
$50,000 group term life insurance
Long term disability insurance
Employee Assistance Program
Educational Assistance

Company

Bank of Colorado

twittertwittertwitter
company-logo
Bank of Colorado is a bank that offering banking, finance, and investment services.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase