The Senior Asset Onboarding Specialist - Pacific Premier Trust (PPT) has a primary responsibility to analyze and process private equity, private debt and real estate onboarding activities. The team is tasked with providing risk analysis to determine if the assets are acceptable for PPT to custody (inclusive of IRS guidelines, regulations, and internal polices/procedures). The primary goal of the team is to ensure a compliant, accurate, and timely investment transactions for our clients. 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 moderately complex work.
RESPONSIBILITIES
QUALIFICATIONS
A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $21.66/hr. to $32.49/hr. 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
#LI-FG1