Columbia Trust Company · 22 hours ago
Trust Relationship Specialist
Phoenix, AZ
Full-time
Onsite
Entry, Mid Level
2+ years expColumbia Trust Company is seeking a Trust Relationship Specialist to work with senior lead officers in managing larger trust relationships. The role involves providing administrative support, preparing for client meetings, and executing communication plans to ensure effective account administration.
AccountingAsset ManagementConsultingFinancial Services
Hiring Manager
Katie Provence, CTFA
Responsibilities
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
Qualification
Required
2-5 years — Trust Experience
Preferred
Business Administration
Trust training
Company
Columbia Trust Company
Columbia Trust Company offers real estate, asset management, accounting, tax reporting, and investment management services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Sharry Nadjm
Vice President, Regional Portfolios Oversight
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