Trust New Business Associate Job at Creative Planning, Las Vegas, NV

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  • Creative Planning
  • Las Vegas, NV

Job Description

The New Business Associate provides administrative and operational support to Creative Planning Trust Company’s (CPTC) New Business Group.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES:

  • Assists with the review and onboarding of prospective and new client relationships.This includes, but is not limited to, the review of trust agreements, Wills, financial statements, and asset related documentation.
  • Collect information and documentation needed for completing new account reviews.
  • Build and maintain client files for new account reviews.
  • Discusses Creative Planning Trust Company’s services with prospective clients and other lines of business at Creative Planning.
  • Communicates directly with clients and other lines of business at Creative Planning regarding the onboarding of approved new business opportunities.
  • Coordinates necessary document drafting and execution with appropriate legal counsel for the transition of a trust to Creative Planning Trust Company.
  • Schedules and attend meetings as needed.
  • Performs other duties as assigned.

REQUIRED EXPERIENCE/QUALIFICATIONS:

  • Bachelor’s Degree preferred.
  • At least 2 years personal trust experience is preferred.
  • Ability to foster positive client relationships.
  • Ability to review trust documents and financial statements.
  • 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.

TECHNICAL SKILLS

  • 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.

Job Tags

Work at office,

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