Trust Officer

Title: Trust Officer

Location: Las Vegas, NV

Job Description: JOB SUMMARY Creative Planning is a top tier wealth management firm that provides investment management services and full comprehe nsive financial planning in-house. The Trust Officer provides trust administration services on be half of Creative Planning Trust Company, a licensed Nevada trust company. We do not accept resume submissions from third- party recruiters or staffing agencies. Please contact our recruiting team directly.

Job Duties: • Provide information on the trust comp any's services to potential trust administration relationships • Evaluate potential trust administration relationships for suitability with the trust company's services and the trust company's ability to be appointed and serve under the governing agreement • Assist with the onboarding of new trust administration relationships • Service existing trust administration relationships, including evaluation of distribution requests and coordination of legal and tax matters • All other duties as assigned

Required Experience/Qualifications: • Bachelor's degree • Efficient, detail-oriented, and accurate

Preferred Experience/Qualifications: • Juris Doctorate • Certified Trust and Fiduciary Advisor (CTFA) designation • 8+ years of trust administration experience

Salary Range: $120,000 to $175,000