Lead Trust Operations Specailist - Client Services

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.

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…