Job Description

Job Description

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 Officer provides trust administration services that consist of independently administering daily activities of, moderately complex, to complex high-net worth clients, and multi-generational relationships. The Trust Officer partners with relationship management services provided through Creative Planning to provide a superior client experience.

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

JOB DUTIES

• Administer trust accounts in accordance with the terms of the governing documents consistent with the needs of account owners, beneficiaries, and/or remaindermen.
• Manage relationships with various interested parties, including trust grantors, beneficiaries, remainders, and wealth managers.
• Partner with CP Wealth Management to assess and resolve issues and concerns associated with trust administration.
• Review distribution requests.
• 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
• Review transaction reports as it relates to daily account administration.
• Account maintenance.
• Communicate with wealth managers, financial planners, tax professionals, estate planning attorneys, trust operations, and others as required in the administration of accounts.
• Ability to delegate appropriate responsibilities under support model and maintain accountability for timely completion.
• Schedule and attend meetings as needed.
• Other duties as assigned by the team leaders.

EXPERIENCE / QUALIFICATIONS

• Bachelor’s degree in business, finance, accounting or related field preferred.
• At least 5 years personal trust experience preferred.
• Equivalent combination of formal education and/or related trust industry experience will be considered.
• Highly motivated with the ability to work autonomously while keeping management apprised of potential issues.
• Ability to assess, prioritize, and process numerous daily requests in a timely and competent manner.
• 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.
• Effectively work under intensive deadlines with frequent interruptions.
• Ability to ask for and receive feedback on work and apply changes, as necessary.
• Basic understanding of trust laws and general administrative procedures.
• Good presentation and written communication skills.
• Professional, confident, and positive demeanor.
• Strong analytical and problem-solving skills.
• Open to development, and desire to expand responsibilities.

TECHNICAL SKILLS

• Proficiency in Microsoft Office, especially Microsoft Excel.
• Keen attention to detail.
• Ability to manage multiple priorities.
• Ability to adapt to the needs of a growing business.
• Flexibility in adhering to company policies and procedures.

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