Asset Onboarding Specialist

Position Overview

The Asset Onboarding Specialist - PP Trust is responsible for analyzing and processing private equity and real estate onboarding activities. Focused initially on either Private Equity or Real Estate, this role requires accurate processing of cash and securities transactions, thorough risk analysis per IRS guidelines and internal policies, and effective communication with clients and stakeholders to resolve discrepancies and follow-up on requests.

Key Responsibilities

• Process cash and securities transactions within the trust accounting system, ensuring accuracy and compliance with documentation requirements.
• Archive and note all transaction-related documentation appropriately in Salesforce.
• Review documentation for private equity, real estate, and private debt investments and complete risk analysis to assess asset custody suitability.
• Proactively communicate with clients via phone to update the status of their requests and quickly remediate any arising issues.
• Assist senior team members with processes related to institutional client conversions and deconversions, and develop expertise across multiple security types.
• Perform other duties as assigned.

Required Qualifications

• Demonstrated data entry skills.
• 0-1 year of Financial Services experience.

Benefits & Perks

• Compensation: Base salary range of $18.98/hr to $26/hr (actual compensation varies based on location, experience, and performance).
• A discretionary bonus and/or business line incentive may be provided.
• Medical and other benefits are available; for more details, please visit our careers page.