Senior Trust Operations & Asset Transfers Lead

Columbia Banking System; Denver (CO); On-site; USD 36,000 - 47,000; Full time

Benefits offered by this job

Healthcare: medical, dental, vision

401(k) with employer match

Life insurance

Disability insurance

Tuition assistance

Paid vacation, sick days, holidays

Job summary

Columbia Bank, headquartered in Denver, seeks a Specialist III to join the Trust Department and manage trade orders, settlements, and asset transfers. This role supports tax-related tasks and ensures regulatory compliance while coordinating with Trust Management Services on transfers.

Ideal candidates have at least 5 years of related experience, strong communication and project management skills, and a proactive approach to learning and teaching others. Onsite work in Denver is required.

Qualifications

• High School Diploma or equivalent required.
• Bachelor’s Degree in related field preferred.
• 5+ years of related experience preferred.
• Strong written and verbal communication and presentation skills.
• Effective time and project management skills.
• Well-developed analytical and critical reasoning skills.
• Proficiency with Word and Excel.

Responsibilities

• Process trade orders, trade placement and trade settlement.
• Prepare outgoing wires for trade settlement.
• Coordinate asset transfers (stocks, bonds, mutual funds).
• Assist with tax form preparation and tax payments.
• Ensure compliance with bank regulations and required training.
• Provide coaching or training as subject matter expert.

Skills

Written communication

Verbal communication

Project management

Regulatory compliance

Teamwork

Attention to detail

Microsoft Word

Microsoft Excel

Education

High School Diploma or equivalent

Bachelor’s degree (preferred)

Tools

Microsoft Word

Microsoft Excel

Job description

Columbia Bank, headquartered in Denver, seeks a Specialist III to join the Trust Department and manage trade orders, settlements, and asset transfers. This role supports tax-related tasks and ensures regulatory compliance while coordinating with Trust Management Services on transfers.

Ideal candidates have at least 5 years of related experience, strong communication and project management skills, and a proactive approach to learning and teaching others. Onsite work in Denver is required.