Trust Operations Specialist
Denveronsitemid$50K – $67K
Posted today · via Workday
About this role
About the Role: The Sr Trust Operations Specialist – Columbia Private Trust (CPT) has a primary responsibility to review, execute and independently manage complex alternative asset and cash transactions, applying regulatory interpretation, risk mitigation strategies, and analytical judgment. The primary goal of the role is to ensure compliant, accurate, and timely investment transactions and account processing for our clients. The role requires proactive problem-solving, strategic communication, and ability to work autonomously on high-impact tasks. Day to day activities revolve around communicating effectively, primarily via phone and secondarily via email, with clients, third parties, and asset sponsors to resolve discrepancies and drive requests to completion.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: salesforce
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Denver. We weight your proximity and willingness to relocate.
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Skills in this role
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