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 bachelorโs 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.
Ready to Apply?
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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.