Director, Trust Services

2 months ago

Minneapolis, United States Cresset Full time

About Cresset

Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning, and other services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management.


Since Cresset’s inception in 2017, the firm now has offices across the country and is headquartered in Chicago. The firm is recognized for its excellence and is frequently ranked as a Barron’s and Forbes top advisor.


About Cresset Trust Company

Cresset Trust Company administers plans that deliver a family’s trust needs, serving at the highest fiduciary standard. Our South Dakota presence uniquely positions Cresset Trust Company (CTC) to offer the benefits of favorable trust and tax laws, significant asset protection and privacy. Our flexibility and customization make us a preferable alternative to many large institutions.


Cresset is seeking a Director, Trust Services for the Cresset Trust Company with 10+ years of experience of trust administration or similar financial services experience. The Director leads onboarding and operational aspects of the trust relationships, working closely with trust officers, internal team members, grantors, beneficiaries, attorneys, and their individual advisors within the Cresset Trust Company platform.



Primary Responsibilities:

Trust Relationships

  • Leads and responsible for onboarding of new trust relationships
  • Demonstrate a working knowledge of the interpretation and practical application of trust document provisions as well Fiduciary income tax returns
  • Supports high touch relationships through monitoring timelines and communicating with clients and team members
  • Monitors and follows up on execution of transactions and documents
  • Coordinates financial information with advisors, grantors, beneficiaries, attorneys, and/or CPAs, etc.
  • Assists in maintaining client and advisor communications with trust officers in Sioux Falls


Financial and Reporting

  • Assists with compiling and reviewing financial information needed for trust reporting and accountings
  • Partners with trust officers and advisors to coordinate cash needs
  • Understands Cresset’s investment philosophy to partner with Cresset team on mutual clients’ needs



Operations

  • Partners with the client service team to coordinate the onboarding of trust accounts at custodians
  • Always maintains a high level of compliance standards
  • Conducts research and analysis
  • Maintains organization of action items and financial information using Salesforce®
  • Other duties may be assigned



Qualifications and Characteristics:

  • BA in Finance, Accounting, Law degree or related degree
  • 10+ years of experience in financial services, trust administration, or related industry
  • Advanced certification, or actively working toward one, preferred (ex: JD, CTFA, CFP®, CPA)
  • Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
  • Experience with Salesforce® and/or Tamarac and Addepar is a plus
  • Understands and complies with South Dakota Division of Banking, SEC and other company required rules and regulations
  • Demonstrates effective speaking and presentation skills with ability to lead meetings with clients
  • Strong writing proficiency and excellent communication skills
  • Demonstrates strong numerical aptitude
  • Possesses outstanding organizational skills and the ability to manage and balance multiple projects simultaneously
  • Demonstrates initiative, problem solving ability, and adaptability and flexibility
  • Ability to work independently without direct supervision
  • Excellent interpersonal skills with the ability and desire to work on a team
  • Proficient with MS Excel, Word and MS PowerPoint



What We Offer

Cresset offers a competitive benefits package to full-time regular employees including medical, dental, vision, life insurance, 401(k) retirement plan, flexible spending, dependent care, pre-tax transportation, and unlimited vacation. All employees receive equity in Cresset.



EQUAL EMPLOYMENT OPPORTUNITY

It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

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