Trust Securities Operations Specialist II at Columbia Bank — Denver, CO

About the Role

• Process cash and securities transactions in the trust accounting system related to private equity and real estate position onboarding
• Ensure all transactions are processed accurately and according to the relevant documentation
• Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce (SF)
• Review relevant documentation for private equity, real estate, and private debt investments
• Complete risk analysis to determine if the assets are acceptable for Columbia Private Trust to custody (inclusive of IRS guidelines, regulations, and internal policies and procedures
• Proactively communicate with clients via phone or email on the status of their request(s)
• Quickly remediate any issues or concerns arising from processed or in process transactions
• Ensure all procedures related to client contact are adhered to
• Assist in training and development of new staff members
• Assist in creating action plans to ensure timely execution of related processing activities
• Communicate with Sales/Service teams on status of transactions
• Other duties as assigned

About You:

• H.S. Diploma/GED required.
• Bachelor's Degree preferred.
• 2+ years' experience in a customer success role involving highly detailed transactions required.
• 1-2 years' experience in a fast-paced call center environment preferred.
• Working knowledge of trust accounting systems, IRAs, and Alternative Assets is preferred.
• Certified IRA Services Professional (CISP) designation with the American Bankers Association (ABA) preferred.
• Self-Directed IRA Professional (SDIP) designation from the Retirement Industry Trust Association (RITA) preferred.
• Proficient in IRC 4975, prohibited transactions and all other ERISA guidelines.
• Proficient in IRS publication 590 and regulatory requirements.
• Excellent verbal and written communication skills
• Knowledge of operational procedures, practices and policies.
• Demonstrates the ability to sell Bank products and services.
• Able to mentor new associates through job training.
• Requires the ability to multi-task and work with over 25 software applications.
• Requires intermediate computer skills, including MS Office and banking software.
• Skill in basic troubleshooting: mobile devices, browsers, and other technology as it relates to online banking.
• Thorough understanding of products and services offered by bank. Advanced knowledge in specialty areas.

The pay range for this role is $25.23 - $29.00.

1801 California Street Suite 800 Denver CO 80202 Our Benefits:

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