ASSOCIATE DIRECTOR, TRUST SERVICES

Associate Director, Trust Services Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimizedintegrated, intentional, and aligned with each client's vision of success. We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first. Cresset Trust Company creates plans that deliver a family's trust needs, serving at the highest fiduciary standard. Our South Dakota presence uniquely positions Cresset Trust Company (CTC) to offer the benefits of favorable trust and tax laws, significant asset protection and privacy. Our flexibility and customization make us a preferable alternative to many large institutions. Cresset is seeking an Associate Director, Trust Services for the Cresset Trust Company with 7+ years of experience with trust administration or similar financial services experience. The Associate Director facilitates and manages information and operational aspects regarding trust relationships, working closely with internal team members, grantors, beneficiaries, and their individual advisors within the Cresset Trust Company platform. Primary Responsibilities: Proactively identify planning needs Supports high touch relationships through monitoring project timelines and communicating with team members Monitors and follows up on execution of transactions and completion of projects Coordinates financial information with grantors, beneficiaries, attorneys, CPAs, etc. Assists in maintaining client communications with trust officers in Sioux Falls Financial and Reporting: Compiles financial information and prepares presentations for meetings Monitor trust accounts to anticipate and manage cash flow needs; partner with advisors to ensure timely liquidity for distributions, expenses, and other funding requirements Understands Cresset's investment philosophy to partner with teams on mutual clients' needs Operations: Partners with the client service team to coordinate the onboarding of trusts Maintains a high level of compliance standards at all times Conducts research and analysis Maintains organization of action items and financial information using Salesforce Other duties may be assigned

Created: 2026-03-10