Trust Operations Specialist Lead

Designs and completes a variety of tasks and projects related to the Trust Department.

Responsibilities

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; 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 Columbia corporate culture in all actions and words; Takes personal initiative and is a positive example for others to emulate; Embraces our vision to become "Business Bank of Choice"; May perform other duties as assigned

Requirements

High School Diploma or equivalent certificate; Thorough understanding of departmental professional and business goals and how they contribute to the Bank's business objectives; Effective written and verbal communication and presentation skills; Demonstrated effective time and project management skills; Strong working knowledge of word processing and spreadsheet software, including Microsoft Word and Excel; Ability to work effectively in a team environment; Ability to accomplish work assignments under minimal supervision and tight deadlines; Well-developed analytical and critical reasoning skills

Nice to have

Bachelor's Degree in related field; 5+ years related experience

Benefits

Comprehensive healthcare coverage (medical, dental, and vision plans); 401(k) retirement savings plan with employer match for qualifying associate contributions; 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