Job Description

About the Role:

The Trust Securities Operations Supervisor, within the Asset Valuation Team, is responsible for managing all aspects of the firm’s Private Security and Real Estate asset valuation activities. In partnership with the team manager, responsible for maintaining efficient operations, quality of service, and compliance standards across multiple asset and client types.

Oversee the daily operations of valuation-related activity to private equity, real estate, and private debt investments. Processing activities include valuation updates, valuation variance checks and discussing valuation anomalies with issuers and clients. The team must review and interpret investment related documents in order to successfully accomplish their processing activities. The primary goal of the team is to ensure compliant, accurate, and timely asset valuation for our clients.

In partnership with the team manager, responsible for the day to day leadership of the team, including mentoring and coaching in an ever-changing work environment. Ensure all team related goals related to operational excellence and client service are met or exceeded. Work collaboratively with multiple internal and external partners and proactively pursue alternative ways to expand the business. Acts in a lead capacity to other department staff. Handles work of complex nature.

• Review team processing activities and approve price changes in relation to valuation of assets.
• 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.
• Transactions may be complex in nature.
• Oversee and monitor daily asset valuation activity to ensure all deadlines are met and all processing is completed in an accurate manner.
• Oversight activities include quality assurance review of price entries, free receive/deliver movements, workflow review to ensure adequate and timely client contact, and team email review to ensure proper handling of client escalations.
• Provides mentoring, coaching and training to support and develop leaders and staff.
• Responsible for supervisory duties including performance evaluation, coaching, handling grievances, scheduling, approving timesheets, etc.
• Assist in training and development of junior staff members.
• Train new hires.
• Train existing employees on complex activities.
• Assist Manager in executing on team projects and initiatives.
• Other duties as assigned.

About You:

• Bachelor's degree in related field required or equivalent related work experience required.
• Minimum 2 years of experience in a securities operations or securities processing environment required.
• Minimum 2 years of direct leadership experience including leading a team of employees in a financial services environment required.
• Comprehensive knowledge of best practices related to client service, and prior experience coaching employees to those standards required.
• Comprehensive knowledge of financial services industry products and compliance requirements required.
• Experience in Alternative Investments preferred.
• Certified IRA Services Professional (CISP) and/or Retirement Industry Trust Association (RITA) certified Self Directed IRA industry Professional (SDIP) preferred.

The pay range for this role is $60 ,000 - $85,000.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary Location: Ability to work fully onsite at posted location(s).

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email:

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

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