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Trust Administration Officer

2 months ago

Las Vegas, United States Creative Planning Full time

Creative Planning Trust Company is seeking a Trust Administration Officer to independently administer daily activities of moderately complex irrevocable trust relationships, in addition to supporting the relationship management services provided by Creative Planning.


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


Responsibilities

  • 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.
  • Assess and resolve issues and concerns associated with trust administration, such as requests for special distributions or planning and approving necessary expenditures under HEMS standards.
  • Monitor daily transactions required in the administration of trust accounts.
  • Communicate with wealth managers, financial planners, tax professionals, estate planning attorneys, trust operations, and others as required in the administration of accounts.
  • Facilitate account maintenance on trust accounting system, including account onboarding and termination processes.
  • Actively participate in trust committee meetings for decisions regarding acceptance, special assets, discretionary requests, and other administrative matters
  • Perform other duties as required.


Qualifications

  • Bachelor's degree in business, finance, accounting, or related field
  • At least 3+ years of related experience in trust administration and/or banking services
  • An 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.
  • Excellent organizational skills with outstanding attention to detail and strong time management
  • 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
  • Ability to work under pressure and meet deadlines.
  • Strong analytical and problem-solving skills