Trust Securities Operations Specialist II

Process cash and securities transactions in the trust accounting system related to private equity and real estate position onboarding. Ensure all transactions are processed accurately and according to the relevant documentation. Review relevant documentation for private equity, real estate, and private debt investments.

What You Will Do

Complete risk analysis to determine if the assets are acceptable for Columbia Private Trust to custody. Proactively communicate with clients via phone or email on the status of their request(s). Quickly remediate any issues or concerns arising from processed or in process transactions.

Why It Might Be a Fit

Excellent verbal and written communication skills. Knowledge of operational procedures, practices and policies. Demonstrates the ability to sell Bank products and services. Able to mentor new associates through job training.

Requirements

• H.S. Diploma/GED required
• Bachelor's Degree preferred
• 2+ years' experience in a customer success role involving highly detailed transactions required
• 1-2 years' experience in a fast-paced call center environment preferred
• Working knowledge of trust accounting systems, IRAs, and Alternative Assets is preferred
• Certified IRA Services Professional (CISP) designation with the American Bankers Association (ABA) preferred
• Self-Directed IRA Professional (SDIP) designation from the Retirement Industry Trust Association (RITA) preferred
• Proficient in IRC 4975, prohibited transactions and all other ERISA guidelines
• Proficient in IRS publication 590 and regulatory requirements
• Excellent verbal and written communication skills
• Knowledge of operational procedures, practices and policies
• Demonstrates the ability to sell Bank products and services
• Able to mentor new associates through job training
• Requires the ability to multi-task and work with over 25 software applications
• Requires intermediate computer skills, including MS Office and banking software
• Skill in basic troubleshooting: mobile devices, browsers, and other technology as it relates to online banking

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
• Holidays