Denver, CO, 80238, USA
1 day ago
Trust Operations Specialist III
Trust Operations Specialist III Specialty Banking Denver, Colorado **Description** **About Us:** At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of ourassociates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. **About the Role:** Designs and completes a variety of tasks and projects related to the Trust Department. + Implements projects and work assignments according to departmental goals, objectives, and policies. + In addition to having the ability to process all tasks of the Specialist II, the Specialist III is familiar with all aspects of trade order, trade placement and trade settlement. + Prepares outgoing wires for trade settlement. + Performs a variety of written and verbal communications to ensure satisfactory completion or implementation of projects. + Provides in-house expertise relation to various projects. + Acts as liaison between Trust Management Services and CTC on trading and asset transfers. + Coordinates all incoming and outgoing asset transfers (stocks, bonds, mutual funds) and is expert in how assets are booked to the system including tax lot and cost basis. + Assists with tax form preparation and the payment of taxes due and scheduling and payment of estimated tax payments. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. + Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. + May be asked to coach, mentor, or train others and teach coursework as subject matter expert. + Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. + Takes personal initiative and is a positive example for others to emulate. + Embraces our vision to become “BusinessBankof Choice”. + May perform other duties as assigned. **About** **You:** + High school diploma or GEDrequired + Bachelor’s Degree in related field preferred + 5+ years ofrelatedexperiencerequired **Job Location(s):** Ability to work fully onsite at posted location(s). 1801 California St. Suite 800, Denver, CO 80202 **Our** **Benefits:** We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is [$26.00 - $35.00], and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. **Our Commitment to** **Diversity** **:** Columbia Bank isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout regard to race, color,national origin,religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.If you require an accommodation to complete the application or interview(s),please let us know by email: [email protected] . **To Staffing and Recruiting Agencies:** Our posted job opportunities are onlyintendedfor individuals seekingemploymentat Columbia Bank. ColumbiaBank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions.Staffing and recruiting agencies are not authorized to submit profiles, applications,or resumestothis site or toany Columbia Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.
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