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Trust Operations Specialist

Job in Omaha, Douglas County, Nebraska, 68197, USA
Listing for: Pinnacle Bank / Bank of Colorado
Full Time position
Listed on 2026-01-12
Job specializations:
  • Accounting
    Accounting & Finance
  • Finance & Banking
    Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: TRUST OPERATIONS SPECIALIST

TRUST OPERATIONS SPECIALIST

Department: 22T3-Omaha Trust

Employment Type: Full Time

Location: Omaha 132nd & Dodge

Compensation: Depends on Experience

Description General Summary

Supports the trust personnel. Prepares reports for staff and client use. Supports the management of trust accounts which includes extensive use of trust accounting system

Responsibilities and Duties
  • 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.
  • Knowledge, Skill, and Abilities
    • 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.
    Education and Experience
    • College degree preferred. Previous trust experience required. Previous trust database knowledge preferred.
    Physical Requirements

    Seeing:
    75-100%

    Must be able to greet customers read documents, use computer

    Hearing:
    75-100%

    Must be able to communicate with customers and co-workers

    Standing/Walking:
    25-49%

    Must be able to visit customer

    Climbing/Stooping/Kneeling: 0-24%

    Fingering/ Grasping/Feeling:
    50-74%

    Must be able to use computer, write

    Physical Dimensions

    Medium Work:
    Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Job involves sitting most of the time and walking and standing some of the time.

    NOTE:

    The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.

    More Details

    Hours:

    Monday through Friday 8am-5pm, Trust Operations experience required, Info Visa MAUI software experience preferred

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