Senior Trust Operations Specialist

The Senior Trust Operations Specialist – Columbia Private Trust (CPT) has a primary responsibility to review, execute and independently manage complex alternative asset and cash transactions, applying regulatory interpretation, risk mitigation strategies, and analytical judgment. The primary goal of the role is to ensure compliant, accurate, and timely investment transactions and account processing for our clients. The role requires proactive problem-solving, strategic communication, and ability to work autonomously on high-impact tasks. Day to day activities revolve around communicating effectively, primarily via phone and secondarily via email, with clients, third parties, and asset sponsors to resolve discrepancies and drive requests to completion. Travel requirements: less than 1%.

Responsibilities

Review, execute and independently manage complex alternative asset and cash transactions, applying regulatory interpretation, risk mitigation strategies, and analytical judgment; Independently review and validate complex client submissions, reroute work in Salesforce if necessary; Prioritize and manage high-volume, time-sensitive transactions; Record client contact on outstanding requests; Maintain, organize, and archive documents related to client request processing; Generate cash disbursements (wires, checks, ACH), book real time share movements to client accounts, and/or complete account openings and updates; Perform verification calls with clients, third parties, and asset sponsors; Ensure completion and accuracy of transactions prior to quality control submission; Assist in assigning new work items to team members; Act as a subject matter expert (SME) on team related tasks and processes; Research existing requests to determine next steps for clients; Educate clients on required information to complete transactions; Partner with Relationship Management team on High Net Worth accounts; Set realistic expectations with clients and third parties on timelines; Ensure all procedures and policies related to client contact are adhered to; Make recommendations for procedure and process updates; Maintain working knowledge of Bank policies regarding Bank Secrecy Act, Regulation CC, Regulation E and other applicable regulations; May be asked to coach, mentor, or train others; May perform other duties as assigned

Requirements

High School Diploma or equivalent certificate; 2 – 3 years of Financial services experience in a transaction processing environment; Some demonstrated data entry skills; Must be highly organized with the ability to handle multiple tasks at one time; Strong understanding of a PC Windows environment and Microsoft Office products; Fast paced data entry with attention to detail; Excellent written and verbal communication with a client centric focus; Team player who thrives in a high volume, deadline driven office environment; Excellent organizational, time management, problem prevention, and problem-solving skills; Self-motivated and ownership oriented; Must exercise appropriate and professional judgment in line with Columbia Bank culture

Nice to have

Bachelor's degree in Accounting/Finance or related field; 2 – 3 years of Alternative investment experience; Certified IRA Services Professional (CISP); Self Directed IRA Industry Professional (SDIP)

Benefits

Comprehensive healthcare coverage (medical, dental, and vision plans); 401(k) retirement savings plan with employer match; 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; Paid vacation, sick days, volunteer days, and holidays; Possible performance-based incentive compensation