- Proactively identify planning needs
- Supports high touch relationships through monitoring project timelines and communicating with team members
- Monitors and follows up on execution of transactions and completion of projects
- Coordinates financial information with grantors, beneficiaries, attorneys, CPAs, etc.
- Assists in maintaining client communications with trust officers in Sioux Falls
- Compiles financial information and prepares presentations for meetings
- Monitors trust accounts to cover cash flow needs of trust and partners with advisors to cover cash needs
- Understands Meristem's investment philosophy to partner with Meristem Family Wealth team on mutual clients' needs
- Partners with the client service team to coordinate the onboarding of trusts
- Maintains a high level of compliance standards at all times
- Conducts research and analysis
- Maintains organization of action items and financial information using Salesforce
- Other duties may be assigned
- BA in Finance, Accounting or related degree
- 7+ years of experience in financial services, trust administration, or related industry
- Advanced certification, or actively working toward one, preferred (ex: 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 reporting software 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
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Associate Director, Trust Services - Minnetonka, United States - Cresset
Description
About Cresset
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to 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, which has surpassed $40 billion in assets under management. Cresset Partners, our private investing group, offers clients direct access to real estate, private equity, and other investment opportunities. Since Cresset's inception in 2017, the firm has grown to over 450 team members in more than 20 offices throughout the United States.
About Cresset Trust Company
Cresset Trust Company creates 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 an Associate Director, Trust Services for the Cresset Trust Company with 7+ years of experience with trust administration or similar financial services experience. The Associate Director facilitates and manages information and operational aspects regarding trust relationships, working closely with internal team members, grantors, beneficiaries, and their individual advisors within the Cresset Trust Company platform.
Primary Responsibilities:
Trust Relationships
Financial and Reporting
Operations
Qualifications and Characteristics:
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.
