A Trust Assistant supports trust estate officers in servicing accounts and responding to customers’ requests. The job description and duties are listed on the Trust Assistant Resume as – processing sales and purchases of securities and other investment-related transactions; tracking confirmations auditing transactions, researching and solving any issues; directing accounts with departmental policy and procedures and state laws, managing trust accounting systems, implementing client documents terms, administering assigned trust accounts to comply with state and federal regulations; offering superior customer service for accounts, and maintaining account files for filling.
The nature of the job demands the following skills and abilities – a deep knowledge of banking, investments, and financial planning, operational knowledge of teller and facsimile machine, strong oral communication skills, the ability to demonstrate comfort level in talking to and calling on current and potential customers, and strong computer skills. A relevant degree is often listed on sample resumes.
Headline : Trust Assistant is Managing calendar, appointments, client's lists, mass mailings, power point presentations and sponsored events, Thoroughly enjoying all aspects of my job in the trust department and learned so much to carry on through my future jobs in my life.
Assisted Trust Officers in administration of trusts, guardianship's, estates and investment agency accounts.
Daily contacted with clients, brokerage firms, banking institutions and nursing homes.
Responsible for mailing checks to clients as well as paying their bills according to their trust agreements.
Entered stocks, bonds and cash into the system and forwarded to the vault after applying information accordingly in customers accounts.
Excited to a 19 year old learning the financial institution business field.
Learned at a young age how much elderly people depended on and needed, trusted and depended on those like me that helped them with their financial needs.
Used I learned how to compose and create letters on my own from looking back at files with similar circumstances.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Trust Assistant Resume
Objective : To obtain the knowledge, experience, and skills leading to potential opportunity for growth. Self-motivated independent worker, cooperative and contributing team player. Efficient time management and organizational practices. Excellent telephone skills and experience in a customer/client-service capacity.
Skills : Microsoft Excel, Google+, Powerpoint, Spss, Data Entry, Teamwork, Customer Service.
Description :
Provided administrative support to three Senior Trust Officers.
Obtained detailed client account information, correct problems and update records.
Compiled periodic reports; generate important documents.
Scheduled important client meetings and company related events.
Enhanced client relations.
Receptionist Answered extensive company telephone system.
Maintained schedule for company meetings and events.
Experience
2-5 Years
Level
Junior
Education
AS
Trust Assistant Resume
Summary : Have 9 years of customer service and admin experience and 4 years of accounting experience. I am familiar with MS Word, Excel, Internet Applications; able to learn new programs quickly. I am skilled at form building, data compiling, research, and auditing.
Skills : Loan Processor, Administrative Assistant, Office Associate, Office Manager, Office Clerk, Data Entry, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, ACT, Encompass.
Description :
Managed fees and records for Southeast Bank Trust Division, State of Florida.
Performed daily and monthly ledger calculations for the 26 branch locations.
Supported Trust Officer in daily operations and maintenance of trust accounts.
Ensured department complied with all provisions of federal and state law.
Maintained extensive contact with clients, opened accounts, collected assets, paid bills, answered questions, and researched documents.
Provided Trust account Tax information to CPA's.
Coordinated activities with attorneys, CPA's, insurance companies, banks, stockbrokers, and personnel at the nursing/retirement homes.
Experience
7-10 Years
Level
Management
Education
Master's
Trust Assistant Resume
Objective : To pursue an upper-level Trust Assistant career in a leading-edge company or small business utilizing my exceptional skills and expertise as a contractor or permanent role.
Skills : Microsoft Office, Accounting, Review Assistant.
Description :
Focused on retention as well as identifying new opportunities for Trust or cross selling other Bank services.
Acted in a Trust Officer capacity to represent trust team after Trust Officer turnover.
Mitigated risk to the firm by monitoring overdrafts, ongoing exception reporting and performing comprehensive account reviews, ensuring trust accounts are administered in accordance with the governing document and laws.
Leveraged relationships with internal partners, such as investors, capital advisors, bankers and client service teams for full service and to make appropriate referrals.
Collaborated with team of knowledgeable professionals such as CPA's and family attorneys, to holistically assess needs while ensuring accounts are administered pursuant to the terms of the governing instrument and state statue.
Worked closely with the Investment Division in execution of stock/bond purchase and sell orders for trust accounts.
Ensured Estate procedures were followed, including inventory of assets, contacting Beneficiaries and preparation of appropriate documents.
Experience
2-5 Years
Level
Executive
Education
Masters In Business Administration
Trust Assistant Resume
Objective : Experience dealing with all personality types successfully Extensive knowledge of financial and accounting procedures Detail oriented and has the ability to handle multiple tasks and work under pressure Familiar with financial management and budget practices Highly competent with MS Office, Excel, PowerPoint, Word, and Quicken Good supervision, managerial, problem solving and analytical skills.
Assisted trust officers with daily customer account needs.
Created PowerPoint presentations.
Communicated with customers.
Prepared monthly model & 401k performances.
Processed various transactions.
Provided back up services for other employees.
Processed all Federated (investment) customer requests.
Experience
2-5 Years
Level
Junior
Education
Diploma
Trust Assistant Resume
Summary : Energetic Trust Assistant Seeking employment where I can maximize my skills and guests service experience. Equipped with a broad knowledge of concepts ranging from maintenance work to office work and customer service. Equally proficient with communication, problemsolving, multitasking, and risktaking.
Skills : Banking/office Admin, Accounting, Public Service.
Description :
Responsible for numerous daily cash transactions, including deposits of funds, intra-account transfers, wire transfers, ACH transfers, and deposits to Bank of America Demand Deposit accounts.
Prepared Discretionary Requests for Trust Committee review, and serve as Co-Secretary for the UPIA Committee.
Provided back-up for all Trust Assistants and Private Banking Receptionist when needed.
Acted as administrator of American Medical Claims for the Kansas City office.
Offered Notary Public services for Private Bank associates and clients.
Prepared expense reports and make travel arrangements.
Served as the lead on Trust Vault transactions including the distribution and completion of manual checks and verification of its contents by an annual audit.
Experience
10+ Years
Level
Senior
Education
High School Diploma
Trust Assistant Resume
Summary : Trust Assistant with 20 years of experience in facilitating termination of Trust accounts, opening New accounts, Capital Changes Analyst, processing Maturities, and reconciling settlements. I've performed a variety of operational tasks for highly complex securities, cash related transactions and processes that require expert knowledge of unit functions and systems.
Skills : Microsoft Office, Photography, Medical Records, Payment Processing.
Description :
Completed New Account build within service level agreement time-frame and noted any accounts out of standard.
Performed due diligence and verified fund source.
Verified account type was in compliance with the Trust document.
Verified accuracy regarding state laws and regulations.
Assigned Tax-ID numbers through IRS database.
Handled internal audits of New accounts and IRS database.
Trained all new associates and provided guidance.
Experience
10+ Years
Level
Senior
Education
Bachelor's
Trust Assistant Resume
Headline : A highly driven, personable, and creative professional with valuable experience in providing support in high-profile financial institutions, as well as the real estate and insurance industries. I hope to bring my strong professional background, education, and skills to a rewarding role in an exciting influential organization.
Skills : Microsoft Office, Sales, Marketing.
Description :
Provided administrative support to local Trust VP and assisted with communication and periodic training of his direct reports Assisted in managing Trusts for various types of Employee Benefit (Retirement) Plans to multiple business throughout Louisiana Worked in an environment with minimal supervision Determined eligibility for distributions by reviewing Plan Document Processed and reviewed distribution documents once received, approximately 300-500 processed per year.
Included loan disbursements, hardships, 401k's, pensions and ESOPs Responsible for close management of large medical plan, which included my calculating and inputting data into spreadsheet form for yearly cost-of-living adjustments for over 600 participants.
Responsible for processing and depositing all incoming payments and contributions on daily basis, while meeting time constraints Maintained files while following retention guidelines, plus preparing and shipping files off-site for storage, when necessary.
Logged, reviewed and reconciled quarterly, semi-annual, and annual allocation reports for multiple plans.
Responsible for all department purchasing Prepared and sorted incoming and outgoing mail.
Answered calls for 800 line and directed calls to correct individuals.
Prepared and pulled all necessary paperwork for compliance reviews and company audits, always meeting deadline.
Experience
5-7 Years
Level
Executive
Education
MS
Trust Assistant Resume
Summary : Highly qualified Trust Assistant with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.
Skills : Accounting, Marketing, Management.
Description :
Member-ed ABA, Notary and attended banking school classes.
Imaged all pertinent documents for auditing purposes.
Scheduled and coordinated meetings, appointments, events and travel arrangements.
Balanced Trust Department accounts on a monthly basis.
Generated reports and important documents.
Handled generalized company inquiries.
Developed and documented department processes.
Experience
10+ Years
Level
Senior
Education
MS
Trust Assistant Resume
Objective : Trust Assistant is Coordinating daily calendars of the CPSO and COO, plans appointments and meetings, ensures focus on urgent items and upcoming deadlines, Coordinating travel and collaborates with other staff regarding various meeting space, lodging, and meal requests, and also Promptly resolving and responding to administrative inquiries and questions.
Skills : MS Office Applications, Customer Service, AR/AP, Trust, Wills, Estates, Associates Degree In Office Management.
Description :
Executed paying agent and registrar duties for municipal bond accounts.
Collected fees from bond issuers.
Recorded journal entries of accounts receivable and accounts payable.
Updated bondholder accounting records.
Opened deposit accounts.
Cross sold bank products and services.
Supported to VP Senior Trust Officer and SVP Trust & Investment Sales Officer- interacted with current and future clients for trust administration and investment management.
Experience
2-5 Years
Level
Executive
Education
Bachelor's
Trust Assistant Resume
Headline : Trust Assistant includes all costs and expenses of the trust. They keep a transparent accounting of critical factors, including funds, taxes, paid, and all correspondence, which they make available to all beneficiaries in an on-demand basis.
Skills : <div>Well-developed organizational skills, Attention to detail.</div>
Description :
Engaged in client sales and service calls.
Conferred with Trust areas and the Bank.
Extended backup support on client communication and problem solving.
Ensured knowledge of fiduciary law and estate planning.
Encouraged positive professional and customer relationships.
Created marketing proposals and materials.
Ensured smooth transition as client moves among service models.
Managed and interface for trust accounting system.
Experience
5-7 Years
Level
Executive
Education
MS
Trust Assistant Resume
Summary : Trust Assistant is communication with beneficiaries, provide them with detailed information about the state of the trust, and ensure they strive to follow the trust specific duties and safeguard it for the beneficiaries.
Skills : <div>Ability to multitask and prioritize tasks, Excellent time management skills.</div>
Description :
Understood standard Trust Agreements for administration.
Set up fees correctly as per Trust Administrator.
Developed reports, correspondence, technical documents and special projects.
Prepared client presentations.
Reviewed account problems and suggest solutions.
Oversaw accounts daily for overdrafts and un-invested cash and inform Trust Administrator.
Offered backup for associates.
Experience
10+ Years
Level
Senior
Education
MS
Trust Assistant Resume
Objective : Trust Assistant is responsible for assisting the Trust Officer/Administrator in servicing accounts and the handling of the day to day administrative operations.
Maintained client contact and communication to ensure client needs are met and exceeded.
Performed account administrative functions and customer service requirements (such as new/closed account administration, asset collection, estate settlement, real estate, and personal property) under law, regulation, policies and governing agreements.
Developed and maintained new and existing client relationships both internally and externally; and promotes the Bank within the community.
Performed and oversaw the continuance of the trust scanning project.
Assisted other team members to ensure needs of customers are being met.
Attended educational training events and actively participates in community events.
Performed other operational duties as assigned by management.
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