Lead Trust Securities Operations Specialist
$52,478–$69,971 year
On-siteDenver, Colorado, United States
Job Summary
Prepare outgoing wires for trade settlement and conduct check processing for transactions. Research assets in litigation, receivership, or bankruptcy and coordinate all incoming and outgoing asset transfers. Manage real estate expenses, tax payments, and HOA fees, including assisting with tax form preparation and scheduling estimated tax payments. Act as a liaison between Trust Management Services and CTC on trading and asset transfers, ensuring assets are correctly booked to the system with accurate tax lot and cost basis. Coach, mentor, or train others while maintaining compliance with Bank Secrecy Act, Regulation CC, and Regulation E.
Required Qualifications
- Bachelor's degree in related field
- Minimum 5 years 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 objective
- Effective written and verbal communication and presentation skills
- Demonstrated effective time/project management skills
- Strong working knowledge of word processing and spreadsheet software to include Microsoft Word and Excel
- Ability to work effectively in a team environment as well as accomplish work assignments under minimal supervision and tight deadlines
- Well-developed analytical and critical reasoning skills
- Knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job function
Desired Qualifications
- Real Estate experience for Deeds, notes, note pay offs, modifications
- Real Estate expenses, tax payments, HOA fees
- Expertise in how assets are booked to the system including tax lot and cost basis
- Experience with tax form preparation and the payment of taxes due and scheduling and payment of estimated tax payments
- Ability to coach, mentor, or train others and teach coursework as subject matter expert
- Ability to work fully onsite at posted location(s)
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