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The Trust Securities Operations Specialist- Pacific Premier Trust (PPT) has a primary responsibility to review, authenticate, and process alternative asset transactions (specifically purchases). Initially focused on a single security type with a goal of developing expertise across private equity, private debt, and real estate to support the team. The team is tasked with reviewing if assets are administratively feasible for PPT to custody (inclusive of IRS guidelines, regulations, and internal polices/procedures). The primary goal of the team is to ensure compliant, accurate, and timely investment transactions for our clients. Day to day activities revolve around communicating effectively primarily via phone and secondarily via email with clients, third parties, and asset sponsors to resolve discrepancies and drive requests to completion. All activity must 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.
RESPONSIBILITIES
QUALIFICATIONS
A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $19.28 to $28.92. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A discretionary bonus and/or business line incentive may be provided, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit
#LI-Onsite
Full Time
Banking
$58k-87k (estimate)
10/12/2023
05/29/2024
ppbi.com
SAN LUIS OBISPO, CA
1,000 - 3,000
1983
REBECCA BERKLUND
$10M - $50M
Banking
Work with a company focused on your success supported by a financially strong foundation: Ranked one of Americas Best Banks by Forbes (2021)* 5-Star Rating from BauerFinancial Recommended for 61 consecutive quarters (2021) Fortune's 100 Fastest Growing Companies (2018) S&P Global Market Intelligence A Top-Performing Regional Bank (2018) *2021 Forbes Media LLC. Used with permission. Founded in 1983, Pacific Premier Bank is a business and consumer bank with over $20 billion in total assets**, headquartered in Irvine, California, serving businesses and consumers throughout the United States.... We offer a robust array of deposit and loan products and services for commercial businesses. We specialize in doing business with small and middle-market businesses that need a broad range of loan, deposit, and treasury management products. In addition, we have specific market sector expertise in: HOA and Property Management Banking Franchise Lending SBA & USDA B&I Lending Commercial Real Estate Lending Specialty Deposits Give us a call at 888.388.5433 and Let's Talk, or visit www.ppbi.com. Member FDIC | Equal Opportunity Employer **Pacific Premier Bancorp, Inc. as of 06/30/2021. Pacific Premier Bank is a wholly owned subsidiary of Pacific Premier Bancorp, Inc.
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