Trust Distributions & Transfers Manager

Columbia Bank; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

The Distributions Manager – Columbia Private Trust is a leadership role tasked with directing all aspects of the firm’s outgoing distributions, transfers, and rollover activity. The position emphasizes compliant, accurate, and timely processing of client requests across multiple asset and client types.

The role focuses on maintaining efficient operations and high-quality service while upholding regulatory standards within the fiduciary framework of the private trust division.

Qualifications

• Experience in distributions, transfers, and rollover processing preferred.
• Knowledge of regulatory compliance in fiduciary or trust operations.
• Strong attention to detail and process improvement.

Responsibilities

• Oversee outgoing distributions, transfers, and rollover activity.
• Process cash and asset transfers, rollovers, recharacterizations, and beneficiaries.
• Ensure compliant, accurate, and timely processing of client requests.

Job description

The Distributions Manager – Columbia Private Trust is a leadership role tasked with directing all aspects of the firm’s outgoing distributions, transfers, and rollover activity. The position emphasizes compliant, accurate, and timely processing of client requests across multiple asset and client types.

The role focuses on maintaining efficient operations and high-quality service while upholding regulatory standards within the fiduciary framework of the private trust division.