Asset Onboarding Specialist
Pacific Premier Bank
Denver, CO
See who Pacific Premier Bank has hired for this role
Responsibilities
- Process cash and securities transactions in the trust accounting system related to private equity and real estate position onboarding.
- 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.
- Review relevant documentation for private equity, real estate, and private debt investments.
- Complete risk analysis to determine if the assets are acceptable for PP Trust to custody (inclusive of IRS guidelines, regulations, and internal polices/procedures).
- Proactively communicate with clients via phone to advise them of the status of their request.
- Quickly remediate any issues or concerns arising from the client contact.
- Ensure all procedures related to client contact are adhered to.
- Under the guidance of senior team members, assist in processing activities related to institutional client conversions and deconversions.
- Under the guidance of senior team members, develop an understanding of processing activities across multiple security types (private equity and real estate).
- Other duties as assigned.
- Demonstrated data entry skills required.
- 0-1 year Financial Services experience required.
-
Seniority level
Entry level -
Employment type
Full-time -
Job function
Human Resources -
Industries
Banking
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