Trust Assistant

JOB SUMMARY
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 Assistant provides administrative, operational, and bill pay support to Creative Planning
Trust Company.

JOB DUTIES:
• Enter and process bills for payment approval
• Process incoming mail to the Trust Company
• Perform data entry tasks accurately
• Maintain organized filing systems
• Collaborate with team members on various projects to enhance office efficiency
• General office management
• Perform other duties as assigned
• Schedule and attend meetings as needed.

REQUIRED EXPERIENCE/QUALIFICATIONS:
• Bachelor’s Degree preferred
• High-level multi-tasker
• Excellent communication skills

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.