Trust Associate

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

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.

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.

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