6 дней назад
Trust Operations Supervisor (Financial Services)
68 000 - 100 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Trust Operations Supervisor (Financial Services): Managing securities transactions, trust accounting activities, and client service operations for multiple asset and client types with an accent on compliance, quality control, and operational accuracy. Focus on supervising a financial services team, resolving complex and high-risk transactions, and maintaining timely processing under regulatory requirements.
Location: Fully onsite at 1801 California Street, Denver, Colorado
Salary: $68,000–$100,000 per year, with potential performance-based incentive compensation.
Company
provides banking and trust services, including Columbia Private Trust operations for high-net-worth accounts.
What you will do
- Supervise daily transactional and account activity processing across multiple asset and client types.
- Review and approve securities and cash transactions in the trust accounting system.
- Monitor quality control, deadlines, documentation, client contact, and escalation handling.
- Coach, mentor, train, schedule, and evaluate team members, including supporting hiring and performance management.
- Resolve complex transactions and client issues involving regulatory sensitivity and elevated operational risk.
- Partner with managers, Sales, Relationship Management, and internal leaders on procedures, process improvements, and growth initiatives.
Requirements
- Bachelor’s degree in a related field or equivalent financial services experience.
- 5+ years of experience in financial services, securities processing, or asset servicing.
- 1–2 years of leadership experience managing a team in a financial services environment.
- Knowledge of financial services products, compliance requirements, quality control, and complex client interactions.
- Strong organizational, communication, judgment, problem-solving, and multitasking skills.
- Working knowledge of Windows, Microsoft Office, and applicable banking regulations, including the Bank Secrecy Act, Regulation CC, and Regulation E.
Nice to have
- 5+ years of alternative investment experience.
- Certified IRA Services Professional (CISP) certification.
- Self Directed IRA Industry Professional (SDIP) certification.
Culture & Benefits
- Full-time employment in a fast-paced, deadline-driven onsite environment.
- Medical, dental, and vision coverage for eligible associates.
- 401(k) retirement plan with employer match, life and disability insurance, and employee assistance resources.
- Tuition assistance, mental health resources, legal support, and identity theft protection.
- Paid vacation, sick, volunteer, and holiday days; benefits begin the first day of the month following hire for associates working at least 30 hours weekly.
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