Trust Securities Operations Specialist at Columbia Bank — Denver, CO

About the Role

A Trust Operations Specialist is responsible for the accounting functions undertaken by the Trust department in its administration of trusts, agency accounts, estates, conservatorships, and IRAs.

• Post all transactions on the trust accounting system accurately and without direction
• Ensure all transactions are processed accurately and according to client instructions.
• Ensure all documentation related to the cash transaction is appropriately archived and noted.
• Proactively communicate with clients via phone to advise them of the status of their request.
• Quickly remediate any issues or concerns arising from the client contact.
• Ensure all procedures related to client contact are adhered to
• Under the guidance of senior team members, assist in cashiering activities related to institutional client conversions and deconversions.
• Under the guidance of senior team members, develop an understanding of complex distribution activities (roth conversions, alternative asset re-registrations, plan distributions, and other complex processing activities).
• Other duties as assigned
• 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.

About You:

• High School Diploma or equivalent certificate required.
• 1 year of related experience preferred.
• Prior financial services experience in a transaction processing environment preferred.
• Must be highly organized with the ability to handle multiple tasks at one time.
• Excellent organizational, time management, problem prevention and problem-solving skills.
• Excellent communication skills.
• Ability to thrive in a team-oriented environment.
• Must be flexible and willing to work in a fast-paced dynamic environment.
• Strong understanding of a PC, Windows environment.
• Developing professional expertise, applies company policies and procedures to resolve a variety of issues.

The pay range for this role is $22.61-$26.00.

1801 California Street Suite 800 Denver CO 80202 Our Benefits:

Our Commitment to Diversity:

To Staffing and Recruiting Agencies: