Job Description

The Trust Associate provides administrative and operational support to assigned Trust Officer(s) within Creative Planning Trust Company.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES:

• Assist Trust Officer(s) in the administration of accounts. This includes but is not limited to reviewing of trust agreements, Wills, financial statements, and asset related documentation.
• Classify and file client documents in client files.
• Monitor available cash for upcoming disbursements.
• Coordinate and track disbursement and receipt transactions. Which includes set‐up and monitoring of recurring payments to/from client accounts.
• Prepare discretionary memos for Trust Officer and/or committee review.
• Review transaction reports as it relates to daily account administration; Discuss appropriate resolutions with Trust Officer(s).
• Assist Trust Officer(s) with account maintenance.
• Answer incoming calls appropriately, notate accurate messages from and be able to assist clients in Trust Officer’s absence.
• Communicate directly with clients and other lines of business at Creative Planning.
• Produce reports from the trust accounting system and Excel spreadsheets as needed.
• Accurately sort and disburse incoming mail.
• Prepare correspondence to clients, beneficiaries, wealth managers, etc.
• Schedule and attend meetings as needed.
• Other duties as assigned by the team leaders.

REQUIRED EXPERIENCE/QUALIFICATIONS:

• Bachelor’s Degree preferred.
• At least 2 years of banking or office experience required, personal trust experience preferred.
• Ability to foster positive client relationships.
• Ability to review trust documents and financial statements.
• Ability to represent the organization and the trust company in a professional and positive manner.
• Exceptional organizational and time management skills.
• Ability to work both in a team environment and independently.
• Open to development, and desire to expand responsibilities.

Job Tags

Similar Jobs