Senior Trust Operations & Asset Settlement Lead

Columbia Bank

Denver (CO)

On-site

USD 3,582,000 - 4,684,000

Full time

4 days ago
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Benefits offered by this job

Healthcare coverage
401(k) with employer match
Life insurance
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Discount marketplace access
Paid vacation
Sick days
Volunteer days
Holidays

Job summary

Columbia Bank is seeking a dedicated professional to join the Trust Department in Denver. You will design and complete tasks across multiple trust-related projects, including trade orders, settlements, and asset transfers, ensuring compliance with bank policies and regulatory requirements.

The role requires a High School Diploma (Bachelor’s preferred) and 5+ years of related experience, with strong communication, time management, and project skills.

Qualifications

  • High School Diploma or equivalent certificate required.
  • Bachelor’s Degree in related field preferred.
  • 5+ years of related experience preferred.
  • Strong written and verbal communication skills.
  • Proven time and project management abilities.
  • Proficiency with Word and Excel.

Responsibilities

  • Designs and completes tasks and projects for the Trust Department.
  • Manages trade orders, placements, and settlements.
  • Prepares outgoing wires for settlement.
  • Communicates in writing and verbally to ensure project completion.
  • Liaises between Trust Management Services and CTC on trading and asset transfers.
  • Coordinates asset transfers and tax lot/cost basis.

Skills

Communication skills
Time management
Project management
Microsoft Word
Microsoft Excel

Education

High School Diploma or equivalent
Bachelor’s Degree in related field

Tools

Microsoft Word
Microsoft Excel

Job description

Columbia Bank is seeking a dedicated professional to join the Trust Department in Denver. You will design and complete tasks across multiple trust-related projects, including trade orders, settlements, and asset transfers, ensuring compliance with bank policies and regulatory requirements.

The role requires a High School Diploma (Bachelor’s preferred) and 5+ years of related experience, with strong communication, time management, and project skills.

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