Trust Operations Lead: Settlement, Transfers & Compliance

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

Job summary

Columbia Bank is seeking a specialist to design and complete a variety of tasks within the Trust Department. You will implement projects, coordinate asset transfers, and prepare wires for settlement while maintaining strict regulatory compliance.

Ideal candidates have a high school diploma, 5+ years of related experience, and strong communication and analytical skills. Proficiency in Word/Excel is expected, with teamwork and self-motivation valued.

Qualifications

• High school diploma or equivalent required.
• Bachelor’s degree preferred.
• 5+ years related experience preferred.
• Strong communication and teamwork skills.
• Proficient in MS Word and Excel.

Responsibilities

• Designs and completes tasks and projects for the Trust Department.
• Implements projects per departmental goals, objectives, and policies.
• Prepares outgoing wires for trade settlement.
• Coordinates asset transfers and is expert in tax lot and cost basis.
• Ensures compliance with bank regulations and completes required training.
• Acts as liaison between Trust Management Services and CTC on trading and asset transfers.

Skills

Communication skills

Time management

Project management

Analytical thinking

Teamwork

MS Word

MS Excel

Education

High School Diploma

Bachelor’s degree preferred

Job description

Columbia Bank is seeking a specialist to design and complete a variety of tasks within the Trust Department. You will implement projects, coordinate asset transfers, and prepare wires for settlement while maintaining strict regulatory compliance.

Ideal candidates have a high school diploma, 5+ years of related experience, and strong communication and analytical skills. Proficiency in Word/Excel is expected, with teamwork and self-motivation valued.