Lead Trust Securities Operations Specialist

About the role

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 processing all tasks of the Specialist II, the Specialist III performs the following duties:

• Prepares outgoing wires for trade settlement.
• Processes checks for transactions.
• Researches assets in litigation, receivership, or bankruptcy.
• Performs written and verbal communications to ensure satisfactory completion or implementation of projects.
• Provides in-house expertise related to various projects.
• Handles real estate tasks including deeds, notes, note payoffs, modifications, expenses, tax payments, and HOA fees.
• Acts as liaison between Trust Management Services and CTC on trading and asset transfers.
• Coordinates all incoming and outgoing asset transfers and is expert in how assets are booked to the system, including tax lot and cost basis.
• Assists with tax form preparation, payment of taxes due, and scheduling and payment of estimated tax payments.
• Demonstrates compliance with all bank regulations for assigned job function and stays updated on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes required training.
• Maintains knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations.
• May coach, mentor, or train others and teach coursework as a subject matter expert.
• May perform other duties as assigned.

Requirements

• Bachelor's degree in a related field or equivalent financial services experience.
• Minimum 5 years of financial services experience.
• Previous experience training junior team members.
• Previous experience processing in a securities processing environment.
• Thorough understanding of departmental professional/business goals and how they contribute to the bank’s business objectives.

Skills

• Effective written and verbal communication and presentation skills.
• Demonstrated time and project management skills.
• Strong working knowledge of Microsoft Word and Excel.
• Ability to work effectively in a team environment and under minimal supervision with tight deadlines.
• Well-developed analytical and critical reasoning skills.

Pay

The pay range for this role is $25.23 - $33.64 per hour. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including job-related knowledge, skills, experience, education, and geographic location. The role may be eligible for performance-based incentive compensation.

Schedule

Ability to work fully onsite at the posted location: 1801 California Street, Suite 800, Denver, CO 80202.

Benefits

Eligible associates receive:

• Comprehensive healthcare coverage (medical, dental, and vision plans).
• 401(k)-retirement savings plan with employer match for qualifying contributions.
• Employee assistance program.
• Life insurance and disability insurance.
• Tuition assistance.
• Mental health resources.
• Identity theft protection and legal support.
• Auto, home, and pet insurance.
• Access to an online discount marketplace.
• Paid vacation, sick days, volunteer days, and holidays.

Benefit eligibility begins the first day of the month following the date of hire for associates regularly scheduled to work at least thirty hours weekly.