Senior Trust Officer
Creative Planning
Kansas City Metropolitan Area, United States
Full Time
Senior Level
Posted 1 week ago
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Upload Your ResumeAbout This Role
The Trust Officer provides comprehensive trust administration services for Creative Planning Trust Company, focusing on evaluating potential relationships, onboarding new clients, and servicing existing trust administration accounts, including distribution requests and legal/tax coordination.
Responsibilities
- Provide information on trust company's services to potential trust administration relationships
- Evaluate potential trust administration relationships for suitability and ability to serve under governing agreement
- Assist with onboarding of new trust administration relationships
- Service existing trust administration relationships
- Evaluate distribution requests and coordinate legal and tax matters
Requirements
- Bachelor's degree
- Efficient, detail-oriented, and accurate
Qualifications
- Bachelor’s degree
Nice to Have
- Juris Doctorate
- Certified Trust and Fiduciary Advisor (CTFA) designation
- 8+ years of trust administration experience