Trust Operations Administrator
Core
Supports trust operations teams and leadership in executing strategic initiatives, metrics reporting, client escalations, and process improvements for high net worth clients and alternative assets.
Role type
Senior Trust Operations Administrator
Builds
Operational workflows, management reports, and compliance procedures for Columbia Private Trust
Domain
Banking / Trust Services / Alternative Assets
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Trust operations management, Salesforce reporting and workflow optimization, regulatory compliance (BSA, GLBA, IRS codes), data analysis and trend identification, client escalation resolution, process efficiency improvement, stakeholder management
Preferred skills
Certified IRA Services Professional (CISP), Self Directed IRA Industry Professional (SDIP), knowledge of alternative investment assets
Technologies
Salesforce
Responsibilities
Monitor and manage Salesforce queues for timely completion aligned with risk management; improve Salesforce reporting and workflows; provide management reporting to directors; conduct data analysis and make recommendations for process changes; assess client escalations and identify solutions; review and update team procedures; coach and train team members on compliance and best practices
Seniority
Senior, hands-on IC with leadership responsibilities