Trust Securities Operations Leader

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

Benefits offered by this job

Healthcare coverage

401(k) plan with employer match

Paid time off

Tuition assistance

Job summary

Columbia Bank in Denver is seeking a Trust Operations Supervisor — Asset Valuations to lead daily team processing, ensure accuracy, timeliness, and compliance across asset types, and mentor staff. You will review client submissions, approve transactions in the trust accounting system, and drive operational excellence while collaborating with Sales and Relationship Management on HNW accounts.

This role emphasizes risk control, training, and policy adherence within a fast-paced environment, with a

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 including leading a team of employees in a financial services environment.
• 5+ years alternative investment experience preferred.
• Certified IRA Services Professional (CISP) preferred.
• Self Directed IRA Industry Professional (SDIP) preferred.
• Comprehensive knowledge of best practices related to operations and client service, and prior experience coaching employees.
• Comprehensive knowledge of financial services industry products and compliance requirements.
• Demonstrated quality control review skills and experience training team members.

Responsibilities

• Review team processing activities and approve securities transactions in the trust accounting system.
• Ensure all activities and transactions are processed timely and accurately according to documentation and control standards.
• Provide mentoring, coaching, and training to support and develop team members.
• Oversee daily team processes to meet deadlines and quality expectations.
• Cooperate with Sales and Relationship Management on High Net Worth accounts for transactional growth initiatives.

Skills

Leadership

Communication

Organization

Problem-solving

Client service

Team mentoring

Regulatory compliance

Education

Bachelor’s degree in related field or equivalent financial services

Certified IRA Services Professional (CISP)

Self Directed IRA Industry Professional (SDIP)

Tools

Salesforce

Microsoft Office

Windows OS

Job description

Columbia Bank in Denver is seeking a Trust Operations Supervisor — Asset Valuations to lead daily team processing, ensure accuracy, timeliness, and compliance across asset types, and mentor staff. You will review client submissions, approve transactions in the trust accounting system, and drive operational excellence while collaborating with Sales and Relationship Management on HNW accounts.

This role emphasizes risk control, training, and policy adherence within a fast-paced environment, with a