Trust Associate - Las Vegas - Creative Planning

    Creative Planning
    Creative Planning Las Vegas

    8 hours ago

    Description

    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.

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