Creative Planning
Overview
The
Trust Administration Manager
provides leadership, supervision, training, and coaching for the trust administration team within Creative Planning Trust Company. The CPTC Administration Manager may also serve as a Trust Officer for their assigned accounts. This role reports to the Director of Trust Services. We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly. Responsibilities
Administer accounts as assigned, 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. Partner with CP Wealth Management to assess and resolve issues and concerns associated with trust administration. Work alongside Director of Trust Services, and CPTC department managers to design and implement strategies to improve service to clients. Provide leadership and guidance to Trust Officers, Trust Administrators, and Trust Associates. Oversee the trust administration team for compliance with fiduciary duties on administration of accounts. Ability to delegate appropriate responsibilities under support model and maintain accountability for timely completion. Schedule and attend meetings as needed. Other duties as assigned by the team leaders. Qualifications
Bachelor’s Degree or CTFA designation preferred. At least 5 years personal trust experience. Ability to demonstrate knowledge of Trust and Financial services. Ability to represent the organization and the trust company in a professional and positive manner. Exceptional organizational and time management skills. Ability to work both in a team environment and independently. Seniorities & Employment
Seniority level: Not Applicable Employment type: Full-time Job function & Industries
Job function: Management Industries: Financial Services and Trusts and Estates Referrals increase your chances of interviewing at Creative Planning. Get notified about new Trust Specialist jobs in
Las Vegas, NV . Las Vegas, NV $1,500.00-$3,800.00 3 weeks ago
#J-18808-Ljbffr
The
Trust Administration Manager
provides leadership, supervision, training, and coaching for the trust administration team within Creative Planning Trust Company. The CPTC Administration Manager may also serve as a Trust Officer for their assigned accounts. This role reports to the Director of Trust Services. We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly. Responsibilities
Administer accounts as assigned, 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. Partner with CP Wealth Management to assess and resolve issues and concerns associated with trust administration. Work alongside Director of Trust Services, and CPTC department managers to design and implement strategies to improve service to clients. Provide leadership and guidance to Trust Officers, Trust Administrators, and Trust Associates. Oversee the trust administration team for compliance with fiduciary duties on administration of accounts. Ability to delegate appropriate responsibilities under support model and maintain accountability for timely completion. Schedule and attend meetings as needed. Other duties as assigned by the team leaders. Qualifications
Bachelor’s Degree or CTFA designation preferred. At least 5 years personal trust experience. Ability to demonstrate knowledge of Trust and Financial services. Ability to represent the organization and the trust company in a professional and positive manner. Exceptional organizational and time management skills. Ability to work both in a team environment and independently. Seniorities & Employment
Seniority level: Not Applicable Employment type: Full-time Job function & Industries
Job function: Management Industries: Financial Services and Trusts and Estates Referrals increase your chances of interviewing at Creative Planning. Get notified about new Trust Specialist jobs in
Las Vegas, NV . Las Vegas, NV $1,500.00-$3,800.00 3 weeks ago
#J-18808-Ljbffr