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Trust Associate (Las Vegas)

๐Ÿ“ Las Vegas, Nevada, 89105, United States

Business Creative Planning

Job Description

The

Trust Associate

role will perform a variety of functions within trust operations, using trust systems and other computer applications. The Trust Operations Associate must communicate effectively with a variety of constituents, both internal and external.

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

JOB DUTIES: Schedule incoming or outgoing ACH transactions, wire transactions and checks via the trust accounting system Work with internal service teams and external partners to coordinate check deposits, complex ACH, check and wire transactions Assist in resolving ACH, check and wire transaction questions Research and help clear cash & custodial transaction discrepancies Accurately apply funds for fee receivables and loan payments Assist in the investigation and research of disputes and suspicious or fraudulent activities, as needed Exception research and clearing Accurate input and maintenance of data in trust systems Creation and generation of dashboards, management reports, and other trust reporting needs, on an ad hoc and scheduled basis Ensure appropriate access & maintain accurate inventory of onsite vault Special projects, as needed

REQUIRED EXPERIENCE/QUALIFICATIONS: Associate or bachelorโ€™s Degree Ability to meet inflexible deadlines Strong organizational and time management skills Keen attention to detail and strong problem-solving skills Basic Microsoft Office skills (Word and Excel) 3-5 years of prior experience in Trust services field 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.

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Job Details

Posted Date: March 2, 2026
Job Type: Business
Location: Las Vegas, Nevada, 89105, United States
Company: Creative Planning

Ready to Apply?

Don't miss this opportunity! Apply now and join our team.