Trust Operations Lead - Asset Valuations & Compliance

Columbia Banking System; Denver (CO); On-site; USD 60,000 - 83,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) with employer match

Life insurance

Disability insurance

Tuition assistance

Mental health resources

Identity theft protection

Discount marketplace

Paid vacation and holidays

Job summary

Columbia Bank is seeking a Trust Operations Supervisor – Asset Valuations to lead a skilled team handling securities processing and asset servicing. You will review client submissions, approve transactions, and monitor daily activities to meet deadlines with quality control standards.

Your role includes mentoring staff, coaching for performance, and partnering with Sales for growth on High Net Worth accounts while ensuring documentation is properly archived in Salesforce.

Qualifications

• Bachelor’s degree in related field or equivalent financial services experience.
• 5+ years financial services experience in securities processing or asset servicing.
• 1–2 years leadership experience leading a team in financial services.
• 5+ years of alternative investment experience preferred.
• CISP/SDIP preferred; strong compliance and quality-control skills.

Responsibilities

• Oversee daily team operations and ensure timely, accurate processing.
• Review client submissions and approve security transactions in the trust system.
• Mentor, coach, and train staff; conduct performance evaluations.
• Ensure documentation is archived in Salesforce and maintain client contact quality.
• Collaborate with Sales and Relationship Management for growth on High Net Worth accounts.

Skills

Leadership

Securities processing

Asset servicing

Quality control

Compliance knowledge

Client service

Communication skills

Mentoring

COO/MS Office familiarity

Education

Bachelor’s degree or equivalent financial services experience

CISP or SDIP preferred

Tools

Salesforce

Microsoft Office

Job description

Columbia Bank is seeking a Trust Operations Supervisor – Asset Valuations to lead a skilled team handling securities processing and asset servicing. You will review client submissions, approve transactions, and monitor daily activities to meet deadlines with quality control standards.

Your role includes mentoring staff, coaching for performance, and partnering with Sales for growth on High Net Worth accounts while ensuring documentation is properly archived in Salesforce.