Trust Compliance Administrator
Core
First Line of Defense risk and compliance partner supporting consistent risk, control, and compliance practices across Columbia Private Trust (CPT) by identifying operational risks, control gaps, and process inefficiencies.
Role type
Trust Compliance Administrator
Builds
Operational risk controls, standardized procedures, and audit-ready documentation for private trust business units.
Domain
Financial Services / Trust Administration / Regulatory Compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
risk management concepts, regulatory knowledge (ERISA, IRS, FDIC, FINRA, SEC), data analysis, root cause analysis, procedure writing, complaint management, cross-functional collaboration
Preferred skills
alternative investment experience, retirement account knowledge, Salesforce proficiency, Wealth Management Software experience
Technologies
Salesforce, Wealth Management Software, Microsoft Office, Windows environment
Responsibilities
Support consistent application of First Line of Defense risk and control practices; identify and resolve operational issues and control deficiencies; standardize procedures and maintain control inventories; analyze data trends related to complaints and risks; support audit and regulatory exam preparation; manage complaint and escalation queues; conduct first line testing for adherence to procedures.
Seniority
Mid-level, hands-on IC