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Pacific Premier Bank
Denver, CO, United States
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 secu
Job Source: Pacific Premier BankPacific Premier Bank
Denver, CO, United States
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 secu
Job Source: Pacific Premier BankDXC Technology Inc.
, CO, United States
Develop and support SAP functionality in the business, primarily in the area of FI/CO and PP Provide 1st and 2nd level SAP support for the local IT team Participate in systems and integration - design, analysis and testing Work closely with local and Corporate SAP analysts in issue identification and resolution Work closely with local and Corporate
Job Source: DXC Technology Inc.Spelman College
Denver, CO, United States
Cleat Street is a technology company that develops software and algorithms in the sports betting space. Our mission is to be the most innovative sports analytics company in the world. We want to share this expertise with our customers so they can make smarter betting decisions. A career at Cleat Street will provide you with the opportunity to learn
Job Source: Spelman CollegeLiberty Personnel Services, Inc.
Denver, CO, United States
You will be an integral part of the tax department, assisting in review and analyze financial information and prepare income, estate, and tax returns. Responsibilities: Prepare and file estate/gift tax returns Estate and gift tax planning Maintain estate and trust account and records Assists with all aspects of estate and trust administrations Qua
Job Source: Liberty Personnel Services, Inc.Pacific Premier Bank
Denver, CO, United States
The Asset Onboarding Specialist - PP Trust has a primary responsibility to analyze and process private equity and real estate onboarding activities. Primarily focused on a single security type (either Private Equity or Real Estate), with a goal of developing expertise across all security types to further support the team. The team is tasked with pr
Job Source: Pacific Premier BankWoodward
Denver, CO, United States
Woodward's Diversity, Inclusion and Belonging Commitment At Woodward, no matter where you are from, your physical appearance, or how you identify, you deserve the opportunity to reach your greatest potential. We are on a journey to achieve this as an organization and want to work closely with our members to set the right path. We humbly acknowledge
Job Source: WoodwardWoodward
Denver, CO, United States
Woodward's Diversity, Inclusion and Belonging Commitment At Woodward, no matter where you are from, your physical appearance, or how you identify, you deserve the opportunity to reach your greatest potential. We are on a journey to achieve this as an organization and want to work closely with our members to set the right path. We humbly acknowledge
Job Source: WoodwardDenver, CO, United States
The Trading Operations Specialist - PP Trust has a primary responsibility to analyze and process transactions related to market traded securities and alternative investments. Processing activities include executing trades in market traded securities and all middle office activities related to fixed income and precious metals trading. Communicates 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 work of routine nature.
RESPONSIBILITIES
Process cash and securities transactions in the trust accounting system related to market traded securities and select alternative investment types.
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.
Proactively communicate brokers and counterparties via phone to validate requests and to understand the path to completion for each transaction.
Quickly remediate any issues or concerns arising from client or counterparty contact.
Communicate findings to end clients as needed. Ensure all procedures related to client contact are adhered to.
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 (precious metals, fixed income, and complex middle office activities).
Other duties as assigned.
QUALIFICATIONS
0-1-year Financial Services experience required.
Demonstrated data entry skills 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
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)
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Email Alert for Trading Operations Specialist - PP Trust jobs in Denver, CO, United States
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