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

Creative Planning jobs

Trust Administration Associate