What are the responsibilities and job description for the Trust Associate position at Creative Planning?
The Trust Associate role will perform a variety of functions within trust operations, using trust systems and other computer applications. The Trust Operations Associate must communicate effectively with a variety of constituents, both internal and external.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
JOB DUTIES:
- Schedule incoming or outgoing ACH transactions, wire transactions and checks via the trust accounting system
- Work with internal service teams and external partners to coordinate check deposits, complex ACH, check and wire transactions
- Assist in resolving ACH, check and wire transaction questions
- Research and help clear cash & custodial transaction discrepancies
- Accurately apply funds for fee receivables and loan payments
- Assist in the investigation and research of disputes and suspicious or fraudulent activities, as needed
- Exception research and clearing
- Accurate input and maintenance of data in trust systems
- Creation and generation of dashboards, management reports, and other trust reporting needs, on an ad hoc and scheduled basis
- Ensure appropriate access & maintain accurate inventory of onsite vault
- Special projects, as needed
REQUIRED EXPERIENCE/QUALIFICATIONS:
- Associate or bachelor’s Degree
- Ability to meet inflexible deadlines
- Strong organizational and time management skills
- Keen attention to detail and strong problem-solving skills
- Basic Microsoft Office skills (Word and Excel)
- 3-5 years of prior experience in Trust services field
- 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.
