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Sr Asset Onboarding Specialist - PP Trust
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- Sr Asset Onboarding Specialist - PP Trust Job Category : Trust Operations
- Description The Sr Asset Onboarding Specialist - PP Trust has a primary responsibility to analyze and process private equity and real estate onboarding activities.
- The team is tasked with providing risk analysis to determine if the assets are acceptable for PP Trust to custody (inclusive of IRS guidelines, regulations, and internal polices/procedures).
- 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.
- Process cash and securities transactions in the trust accounting system related to private equity and real estate position onboarding.
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