2 дня назад
Lead Trust Securities Operations Specialist
25 - 34$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Lead Trust Securities Operations Specialist (Trust and Securities Operations): Managing trust department projects and securities processing, including trade settlement, asset transfers, tax payments, and real estate-related transactions with an accent on regulatory compliance, tax-lot accuracy, and operational coordination. Focus on researching distressed assets, coordinating transfers between trust management and trading teams, and mentoring junior specialists.
Location: Fully onsite at 1801 California Street, Suite 800, Denver, Colorado 80202
Salary: $25.23–$33.64 per hour, with possible performance-based incentive compensation.
Company
provides banking and trust services with a focus on regulatory compliance and customer financial operations.
What you will do
- Design and complete trust department projects and work assignments aligned with departmental goals and policies.
- Prepare outgoing wires for trade settlement and process transaction checks.
- Research assets involved in litigation, receivership, or bankruptcy.
- Coordinate incoming and outgoing asset transfers, including accurate system booking, tax lots, and cost basis.
- Handle real estate-related documents and expenses, including deeds, notes, payoffs, modifications, taxes, and HOA fees.
- Assist with tax form preparation, tax payments, estimated tax scheduling, regulatory compliance, and training or mentoring of other team members.
Requirements
- Bachelor's degree in a related field or equivalent financial services experience.
- At least five years of financial services experience.
- Experience processing transactions in a securities processing environment.
- Previous experience training junior team members.
- Effective written, verbal, communication, presentation, time management, and project management skills.
- Working knowledge of Microsoft Word and Excel, with the ability to work under minimal supervision and tight deadlines.
Culture & Benefits
- Medical, dental, and vision coverage for eligible associates.
- 401(k) retirement savings plan with employer match for qualifying contributions.
- Paid vacation, sick days, volunteer days, and holidays.
- Life and disability insurance, employee assistance, mental health resources, and legal support.
- Tuition assistance, identity theft protection, insurance discounts, and access to an online discount marketplace.
- Benefit eligibility begins on the first day of the month following hire for associates scheduled to work at least 30 hours per week.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
3 дня назад
Specialist, Bank Lending Operations
32 - 38$
5 дней назад
Specialist Operational Control
22 - 36$
5 дней назад
Lead RL
28 - 47$
6 дней назад
Securities Operations Analyst (Finance)
1 день назад
Trust Relationship Specialist (Banking)
50 500 - 63 650$
3 дня назад
Universal Banker - Float - Clarksville
20 - 55$