Trust Operations Lead - Asset Maintenance & Compliance

Columbia Banking System; Denver (CO); On-site; USD 68,000 - 97,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan with employer  

Life and disability insurance

Tuition assistance

Mental health resources

Paid vacation and holidays

Job summary

Columbia Bank is seeking a Trust Operations Supervisor – Asset Maintenance to lead the asset maintenance team in Denver, ensuring accurate processing, timely client service, and regulatory compliance. You will review transactions, mentor staff, and collaborate across departments to optimize operations.

The role requires a Bachelor’s degree or equivalent financial services experience, 5+ years in securities processing or asset servicing, and 1–2 years of leadership.

Qualifications

• Bachelor’s degree or equivalent financial services experience.
• 5+ years financial services in a securities processing or asset servicing environment.
• 1–2 years leadership experience in a financial services setting.
• Certified IRA Services Professional (CISP) and Self Directed IRA Industry Professional (SDIP) preferred.

Responsibilities

• Supervise daily trust operations and oversee account processing.
• Mentor and coach team members, manage performance and scheduling.
• Review and approve securities transactions; ensure compliance with policies.
• Collaborate with Sales/Relationship Management on high-net-worth accounts.

Skills

Leadership

Organization

Time management

Problem solving

Communication

Education

Bachelor’s degree or equivalent financial services experience

Tools

Microsoft Office

Job description

Columbia Bank is seeking a Trust Operations Supervisor – Asset Maintenance to lead the asset maintenance team in Denver, ensuring accurate processing, timely client service, and regulatory compliance. You will review transactions, mentor staff, and collaborate across departments to optimize operations.

The role requires a Bachelor’s degree or equivalent financial services experience, 5+ years in securities processing or asset servicing, and 1–2 years of leadership.