Distributions Specialist

4 weeks ago


Denver, Colorado, United States Pacific Premier Bank Full time
Job Summary

The Distributions Specialist will be responsible for analyzing and processing client-initiated outgoing distributions, transfers, and rollover requests. This role requires effective communication with clients, authorized third parties, and other entities to resolve discrepancies or follow-up on requests. The successful candidate will 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 regulations.

Key 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).
Qualifications
  • Demonstrated data entry skills required.
  • 0-1-year Financial Services experience required.


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