Lead Trust Operations Specailist - Client Services

Job Title

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 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.

High School Diploma or equivalent certificate required.

Bachelor's Degree in related field, preferred.

5+ years, related experience, preferred.

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