Trust Securities Operations Specialist II
Denveronsitemid$52K – $60K
Posted today · via Workday
About this role
About the Role: Process cash and securities transactions in the trust accounting system related to private equity and real estate position onboarding Ensure all transactions are processed accurately and according to the relevant documentation Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce (SF) Review relevant documentation for private equity, real estate, and private debt investments Complete risk analysis to determine if the assets are acceptable for Columbia Private Trust to custody (inclusive of IRS guidelines, regulations, and internal policies and procedures Proactively communicate with clients via phone or email on the status of their request(s) Quickly remediate any issues or concerns arising from processed or in process transac…
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: teams, 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.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
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