Trust Administration Associate

Creative Planning is a top tier wealth management firm that provides investment management services and full comprehensive financial planning in‐ house. Creative addresses all aspects of financial planning from estate planning, tax strategy and risk management to retirement, education, and charitable planning – using all in‐house specialists.

The Trust Administration Associate provides administrative and operational support to assigned Trust Officer(s).

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

JOB DUTIES:

• Assist Trust Officers in the administration of accounts
• Classify and file client documents in document management software
• Enter disbursement and receipt transactions on various accounting platforms
• Set‐up and monitor recurring payments to/from client accounts
• Review transaction reports as it relates to daily account administration; Discuss appropriate resolutions with Trust Officer
• Monitor available cash for upcoming disbursements
• Perform maintenance functions on trust accounting platform such as ticklers, and receipt and disbursement transactions
• Answer incoming calls appropriately, notate accurate messages from and be able to assist clients in Trust Officer’s absence
• Prepare correspondence to clients, beneficiaries, etc.
• Produce reports and Excel spreadsheets as needed
• Accurately sort and disburse incoming mail

EXPERIENCE / QUALIFICATIONS

• Bachelor’s Degree preferred and at least 5 years personal trust experience
• Ability to foster positive client relationships
• Ability to represent the organization and the trust team in a professional and positive manner
• Exceptional organizational and time management skills
• Ability to work in a team environment and independently

TECHNICAL SKILLS

• Microsoft Office proficiency
• Keen attention to detail