Asset Maintenance Specialist

Columbia Bank • Denver, CO • 2h ago

About the Role:

The Asset Maintenance Specialist has a primary responsibility to analyze and process transactions related to Private Security and Real Estate maintenance. Primarily focused on a single security @type (either Private Equity or Real Estate), with a goal of developing expertise across all security @types to further support the team. Processing activities include expense payments, activities related to litigation, and valuations. Communicate effectively with clients, authorized third parties, and asset sponsors to resolve discrepancies or follow-up on requests. Adhere strictly to trust regulations and security standards including our customer identification program, the Gramm-Leach-Bliley Act, Bank Secrecy Act, Internal Revenue Code, and all other applicable banking and trust regulation set forth by the IRS and various other regulatory agencies. Handles work of routine nature.

Processcashandsecuritiestransactionsinthetrustaccountingsystemrelatedtoexpense payments, litigation, and valuations.

Ensurealltransactionsareprocessedaccuratelyandaccordingtotherelevant documentation.

Ensurealldocumentationrelatedtothetransactionisappropriatelyarchivedandnotedin Salesforce.

Proactivelycommunicatewith assetsponsors or governmentagencies via phone to validate requests and to understand the path to completion for each transaction.

Quicklyremediateanyissuesorconcernsarisingfromthesponsororagencycontact.

Communicatefindingstoendclientsasneeded.

Ensure all procedures related to client contact are adhered to.

Proactivelycommunicatewithclientsviaphonetoadvisethemofthestatusoftheir request.

Quicklyremediateanyissuesorconcernsarisingfromtheclientcontact.

Ensureallproceduresrelatedtoclientcontactareadheredto.

Undertheguidanceofseniorteammembers,assistinprocessingactivitiesrelatedto institutional client conversions and deconversions.

Undertheguidanceofseniorteammembers,developanunderstandingofprocessing activities across multiple security @types (private equity and real estate).

Otherdutiesasassigned.

About You:

High School Diploma or equivalent certificate required.

Demonstrated data entry skills required.

0 - 1 year financial services experience required.

Prior financial services experience in a transaction processing environment preferred.

Must be highly organized with the ability to handle multiple tasks at one time.

Excellent organizational, time management, problem prevention and problem-solving skills.

Excellent communication skills.

Ability to thrive in a team-oriented environment.

Must be flexible and willing to work in a fast-paced dynamic environment.

Must exhibit appropriate and professional judgement which is in line with Columbia Bank culture and success attributes.

Strong understanding of a PC, Windows environment.

Developing professional expertise, applies company policies and procedures to resolve a variety of issues

The pay range for this role is $22.61 - $26.00

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).

1801 California Street Suite 800 Denver CO 80202

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: careers@columbiabank.com .

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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