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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 https://www.ppbi.com/careers.html
#LI-Onsite
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
Full Time
$55k-82k (estimate)
09/22/2023
05/30/2024