Trust Securities Operations Specialist
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About The Position
The Trust Securities Opns 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.
