Shire Jobs

Description

The Asset Maintenance Lead has a primary responsibility to review and approve all aspects of the firm's Private Security valuation activities. Process transactions during times of high volumes. 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. Acts in a lead capacity to other department staff. Handles work of complex nature.

RESPONSIBILITIES Review team processing activities and approve cash and securities transactions in the trust accounting system related to expense payments, litigation, and valuations. 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. Transactions may be complex in nature. Process complex activities related to bulk vendor valuations, bulk client valuation notices, and litigation activities. Ensure all documentation related to the 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. Assist in training and development of junior staff members. Train new hires. Train existing employees on complex activities. Assist Manager in executing day-to-day management responsibilities. Review team queues to ensure timely processing of requests. Assign new work items to team members based on skill level and expertise. Assist Manager in executing on team projects and initiatives. Other duties as assigned. QUALIFICATIONS 4+ years financial services experience required. Previous experience reviewing and approving high risk transactions required. Previous experience training junior team members required. Previous experience in alternative investments preferred. Previous experience processing in a securities processing environment preferred. KNOWLEDGE, SKILLS, ABILITIES REQUIRED Must be highly organized with the ability to handle multiple tasks at one time. Excellent organizational, time management, problem prevention and problem-solving skills. Excellent communication skills with the ability to convey detailed information and instructions clearly, write reports, correspondence and procedures. Ability to thrive in a team-oriented environment. Must be flexible and willing to work in a fast-paced dynamic environment. Must exhibit appropriate and professional judgement which is in line with Pacific Premier Bank culture and success attributes. A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $24.53/hr to $36.79/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 visithttps://www.ppbi.com/careers.html CA (Los Angeles applicants): Applicants are notified that the Company is an insured depository institution subject to the restrictions and requirements of Section 19 of the Federal Deposit Insurance Act (12 CFR 303) ("Section 19"). In accordance with Section 19, the Company will consider an applicant's criminal history after an applicant is made a conditional offer of employment. Qualified applicants with criminal conviction records will be considered for employment in accordance with the os Angeles Fair Chance Ordinance. Section 19 may prohibit the Company from employing an applicant with criminal conviction(s) for fraud, breach of trust, embezzlement, mishandling of money or any crime of violence may have a direct impact on the job duties as set forth in the job description and such convictions may result in withdrawal of a conditional offer of employment in accordance with the Los Angeles Fair Chance Ordinance. Because of the nature of our business, a review of your criminal history is necessary to comply with Section 19 and to avoid substantial risk to our business operations #LI-Onsite #LI-FG1

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