Job Information
Pacific Premier Bank Trust Operations Specialist - PP Trust in Denver, Colorado
Description
The Trust Operations Specialist - PP Trust has a primary responsibility to analyze and process client initiated outgoing distributions, transfers, and rollover requests. Communicates effectively with clients, authorized third parties, and other entities 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 work of routine nature. RESPONSIBILITIES Process outgoing cash transactions in the trust accounting system (ACH, checks, and wires). Ensure all transactions are processed accurately and according to client instructions. Ensure all documentation related to the cash transaction is appropriately archived and noted in Salesforce. Process outgoing ACAT transactions. Ensure all vendor rejects are addressed, communicated, and resolved in a timely manner. Follow-up with contra-firms as needed. Ensure all documentation related to the ACAT transaction is appropriately archived and noted in Salesforce. 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 cashiering activities related to institutional client conversions and deconversions. Under the guidance of senior team members, develop an understanding of complex distribution activities (roth conversions, alternative asset re-registrations, plan distributions, and other complex processing activities). Other duties as assigned.
QUALIFICATIONS Demonstrated data entry skills required. 0-1-year Financial Services experience required.
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
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)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities