A Trust Associate is responsible for providing support and assistance to various Trust Administration. The job duties are listed on the Trust Associate Resume as – developing reports, technical documentation, and special projects; preparing client presentation; reviewing account problems and suggesting solutions; offering backup support, reviewing account problem and suggesting solutions; conferring with trust areas and the bank; creating marketing proposals and materials, overseeing accounts for overdrafts and un-invested cash, and providing assistance to the Trust Administrator as needed.
Even while the exact duties vary based on the size and scope of the Trust, the needed skills are almost common all over and include these – strong interpersonal skills; excellent relationship management and networking skills; excellent time management, and multitasking skills; MS Office skills; and navigation skills. A degree in accounting is commonplace among job applicants.
Objective : Trust Associate professional and a proven ability in relationship management, risk mitigation, and complex problem-solving. Strong background in collaborating among multiple internal and external business partners to develop strategies and achieve client satisfaction.
Managed day-to-day activities on a large volume of high net worth fiduciary accounts.
Utilized relationship management skills for maximizing client retention.
Executed large monetary transactions and processed all required documents; ensuring that compliance with all federal regulations and office policies were followed.
Collaborated with internal departments and external vendors to ensure the accurate and timely preparation of tax returns and court accountings.
Handled the set-up of new employees on trust accounts.
Performed daily analysis and account reconciliation for client accounts managed in the office.
Served as the primary point of contact for client inquiries and requests.
Experience
2-5 Years
Level
Executive
Education
GED
Trust Associate Resume
Objective : As a Trust Associate, responsible for Supporting the Trust Administration team in implementing clients' immediate and long-term trust and estate strategies, and also Assisting the Trust Administration team with organizing and understanding estate documents and structures as wills.
Skills : Communication And Negotiating, Presentation, Outgoing, Microsoft Access, Formulas, Word, SAP/APO.
Description :
Reconciled the daily cash flow for loan transactions.
Traded between different clients and agents.
Sold bonds and trades between agents.
Processed and monitored the daily movement of funds.
Assisted with the processing and production of monthly reports. Assisted with deal closings.
Assisted with the processing of periodic payments.
Processed and monitored the daily movement of funds for various collateralized bond and loan obligations.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Trust Associate Resume
Objective : Trust Associate with 6 years of experience in Ensuring accurate and timely processing for all trades and income collection activities for domestic and global accounts, and liability payments, and all fee-related activities.
Skills : Microsoft Excel, Customer Service Excellence, Accounts Receivable/Accounts Payable.
Description :
Daily reviewed transaction journals and cash reports.
Conducted research work in order to answer clients' inquiries.
Prepared trade tickets for trades executed by the trust officers with FRSC.
Coordinated and produced all DTC-related activities, reports, packages, and meetings.
Prepared same-day or future disbursement entries are pursuant to requests and approvals.
Served as liaison between Administration and Operations including securities-related activities.
Processed security transactions daily for collateral managers.
Experience
2-5 Years
Level
Executive
Education
BS
Trust Associate Resume
Objective : Motivated and highly productive Trust Associate professional with a research background. Detail-oriented with strong skills in multi-tasking and efficient management of day-to-day office operations. Adept at building and maintaining effective working relationships with co-workers clients through outstanding interpersonal skills.
Skills : Microsoft Office, , Flexibility, And Independent Judgment, Telephone Etiquette, Client-Focused.
Description :
Worked with Relationship Managers to provide administrative and client service support for Institutional Retirement and Trust Services employer-provided benefit plans.
Managed opening new employer-provided retirement plans.
Managed transition to different service platforms within Wells Fargo as well as transitions to new successor trustees.
Designed custom reports and presentations using Microsoft PowerPoint and Excel.
Established and maintained the required documentation to ensure compliance with the Risk Management department.
Received three Service Excellence awards for exceptional service and performance.
Received five Best Shot awards for exceptional service and taking extra steps to assist co-workers.
Experience
2-5 Years
Level
Executive
Education
G.E.D
Trust Associate Resume
Headline : Seeking a Trust Associate position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.
Skills : Personal Trust And Administration, Interpersonal Skills, Management.
Description :
Supported relationship managers in complex administrative aspects of assigned accounts.
Interacted with partner areas to communicate information on all aspects of a client relationship and to initiate and implement an activity that fulfills client needs.
Identified opportunities and problems within account relationships and recommend appropriate action to the relationship manager.
Prepared complex and long-range account analyses which may include interpreting legal documents as directed by a relationship manager, in response to partner and client inquiries.
Made recommendations to the relationship manager for future actions.
Initiated disbursement of funds. Worked with relationship managers in the completion of formal account reviews.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Trust Associate Resume
Headline : As a Trust Associate, responsible for Performing day-to-day functions on assigned accounts accurately and by necessary deadlines as open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.).
Assured that dividends and interest payments are credited to the customer's accounts.
Monthly reported custody assets reconciliation to management.
Successfully completed AIB courses and received certification for Trust Operations at an outside venue including accounting, securities, and financial banking.
Recognized as a dependable decision-maker responsible for valuable account relationships that required confidentiality and extensive documentation.
Continuously initiated, arranged, and coordinated team activities for trust staff to assure a confident team-oriented department environment.
Completed account reviews.
Processed security transactions daily for relationship managers as well as collateral managers.
Experience
5-7 Years
Level
Executive
Education
BS
Trust Associate Resume
Objective : Seeking a Trust Associate, responsible for Performing trust and estate account maintenance, enter transactions, process remittances, and distributions and support STOs and TOs requests for account service for beneficiaries and client account advisors.
Skills : Microsoft Office, Administrative Skills.
Description :
Assisted account administrators with transactions requested by the client.
Opened and closed accounts on the trust systems.
Reviewed reports, databases, transactions, and made changes when necessary.
Initiated proper disbursement of funds as directed.
Monitored records to ensure that they were accurate and complete.
Prepared forms to place or delete assets on record as directed.
Responded to client requests for account information or initiate transactions requested by client or administrator.
Experience
2-5 Years
Level
Executive
Education
BS
Trust Associate Resume
Objective : Highly skilled Trust Associate position, responsible for Working independently to perform complex transactions on the trust accounting system, and proactively contribute to long-term solutions and process enhancements.
Skills : Microsoft word, Spanish Speaking, Organizational.
Created daily cash flow analyses, monthly reviews, weekly cash reconciliations, and payment reports for collateralized debt obligations.
Maintained debt obligation portfolio models.
Worked with clients to ensure the accuracy of transaction and security data.
Organized, managed, and tracked multiple detailed tasks and assignments with frequently changing priorities and deadlines.
Assisted trust planners and department associates with guiding clients by responding to changes in their lives and the individualization of client plan(s) for those changes.
Coordinated the review of analyses, and made recommendations on the scope of services to be performed in collaboration with firm associates.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Trust Associate Resume
Objective : Trust Associate with 6+ years of experience in interfacing with centralized support areas such as but not limited to Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration, and Trust Real Estate to ensure completion, etc.
Skills : Microsoft Office, Team Work, Planning.
Description :
Developed Trust and Will Summaries from individual client data.
Analyzed and developed Estate Flow-Charts and Cost Basis Calculations.
Created Investment Review Reports & Fee Analysis Reports for clients.
Managed maintenance requests for over 600 accounts.
Provided excellent time management and organizational skills to meet deadlines.
Acted as a flexible team member to meet expectations across various lines of business.
Provided support for local trust and fiduciary specialist and investment manager in developing and retaining new business in a high volume and time-critical environment.
Experience
2-5 Years
Level
Executive
Education
G.E.D
Trust Associate Resume
Headline : Over 2 years of strong experience as a Trust Associate. Effective communication skills, and comfortable interacting with all groups in an organization. Good at multi-tasking and prioritizing. Adept in analyzing problems, then formulating solutions. Expert in making quick and sudden decisions.
Skills : Microsoft Excel, Multitasking, Customer Service.
Description :
Administered several high-profile guardianships and trusts for the Private Bank a division of Investment Advisors/Wealth Management.
Routinely appeared in court representing the bank on various issues; fee petitions, court orders, and annual accountings.
Prepared estate taxes, calculated dividends, and interest on agency and trust account as requested by customers.
Pinpointed account overdrafts, introduced an additional step to the processing that all but eliminated the overdraft problem.
Standardized the annual compliance reports, resulting in an increase in production.
Facilitated the transfer of all accounts under the small account entity within the bank.
Maintained complex files, documents, and communication with high-value clients, coordinating with varied departments (internal and external) and vendors.
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