Trust Securities Operations Specialist

Columbia Bank•Denver, CO

1d•$25 - $34•Onsite

About The Position

The Trust Securities Operations Specialist designs and completes tasks and projects for the Trust Department in accordance with departmental goals, objectives, and policies. The Specialist III can perform all Specialist II tasks and is familiar with trade orders, trade placement, and trade settlement. The role prepares outgoing wires for trade settlement and communicates in writing and verbally to support satisfactory completion of projects. It provides in-house expertise and acts as a liaison between Trust Management Services and CTC on trading and asset transfers. The position coordinates incoming and outgoing transfers of stocks, bonds, and mutual funds, including booking assets to the system with tax lot and cost basis information. It also assists with tax-form preparation, payment of taxes due, and scheduling and payment of estimated taxes. The role requires compliance with applicable bank regulations, policies, procedures, and training, and maintaining a working knowledge of regulations including the Bank Secrecy Act, Regulation CC, and Regulation E. The Specialist may coach, mentor, or train others and teach coursework as a subject matter expert. The position is fully onsite at the posted Denver location, with seldom travel.

Requirements

Five or more years of related experience.
Thorough understanding of departmental professional and business goals and how they contribute to the bank's business objectives.
Effective written and verbal communication and presentation skills.
Demonstrated effective time and project management skills.
Strong working knowledge of word processing and spreadsheet software, including Microsoft Word and Excel.
Ability to work effectively in a team environment and complete assignments under minimal supervision and tight deadlines.
Well-developed analytical and critical reasoning skills.

Nice To Haves

High school diploma or GED preferred.
Experience or education in a related field preferred.

Responsibilities

Design and complete tasks and projects related to the Trust Department.
Implement projects and work assignments according to departmental goals, objectives, and policies.
Perform Specialist II tasks and handle trade orders, trade placement, and trade settlement.
Prepare outgoing wires for trade settlement.
Communicate in writing and verbally to support satisfactory completion or implementation of projects.
Provide in-house expertise in relation to various projects.
Act as a liaison between Trust Management Services and CTC on trading and asset transfers.
Coordinate incoming and outgoing transfers of stocks, bonds, and mutual funds, including booking assets to the system with tax lot and cost basis information.
Assist with tax-form preparation, payment of taxes due, and scheduling and payment of estimated tax payments.
Comply with bank regulations relevant to assigned responsibilities and keep up to date on regulation changes.
Follow bank policies, procedures, and compliance regulations, and complete required annual or job-specific training.
Maintain working knowledge of applicable written bank policies and procedures, including those regarding the Bank Secrecy Act, Regulation CC, Regulation E, and Bank Security.
May coach, mentor, or train others and teach coursework as a subject matter expert.
Demonstrate and foster Columbia's corporate culture, take personal initiative, and serve as a positive example.
Perform other duties as assigned.

Benefits

Medical, dental, and vision plans
401(k) retirement savings plan with employer match for qualifying associate contributions
Employee assistance program
Life insurance
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Online discount marketplace
Paid vacation
Paid sick days
Paid volunteer days
Paid holidays