Trust Officer Resume Samples

As a Trust Officer, the professional works in the banking sector and advises on trust and estate issues. The job description and duties that are listed on the Trust Officer Resume include – communicating with clients, advisors, and other bank personnel on laws and options relating to trusts and estate matters; reviewing and approving initial account reviews; developing and approving annual account estate; managing banking regulations knowledge, finishing mandatory compliance training; handling knowledge of trust department and FCB policies; acting as trust department management team member; handling non-legal reviews on trust department, and developing annual accounting for court-appointed trusts.

The nature of the job demands the following skills – advanced knowledge in various areas of trust administration, estate planning strategies and income; solid understanding of financial markets and investment theory; strong communication skills; and demonstrable fiduciary client service success. A degree in the field of accounting along with professional licenses such as CFP or CPA is required.

Trust Officer Resume example

Trust Officer Resume

Headline : Trust Officer with 2 years of experience in providing advice and guidance as an asset manager for trust- and estate-owned real estate, and acting as a technical resource for trusts and estates for real estate issues. Responsible for Managing real estate portfolio consisting of residential, apartments, small commercial properties, etc,.

Skills : MS Office, Customer Service, Trust Assests.

Description :

    1. Able to lead and motive a team while comprehending the circumstances surrounding an issue is remarkable.
    2. Managed both equally well and never faltered in keeping a positive outlook and environment for his team.
    3. Provided in-house legal counsel in reviewing the bank's exposure to liability.
    4. Responsible for relationship management of high priority commercial cash managed accounts.
    5. Responsible for monitoring and maintaining portfolios of commercial cash managed loans while servicing as a liaison between external administrative.
    6. Responsible for all administrative matters pertaining to trust and investment advisory accounts, prepared quarterly letters to clients, maintained.
    7. Performed duties of office manager such as purchased office equipment and trained secretarial staff.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS In Business Administration


Trust Officer Resume

Objective : Trust Officer with 2 years of experience in Performing annual oversight of trust tax reporting. Responsible for Developing and maintaining a thorough understanding of client needs make cross-referrals to appropriate resources.

Skills : Ms Office Suite, Six Sigma, Real Estates, Communication Skills.

Description :

    1. Responsible for interpreting wills and closing out various types of trusts in New Mexico and Texas.
    2. Developed business relationships with clients and assures client satisfaction.
    3. Oversaw client profitability, cross-sell marketing plans, risk management, legal, and compliance issues.
    4. Pursued and developed new relationships with clients.
    5. Required a bachelor's degree in the area of specialty and 4-6 years of experience in the field or in a related area.
    6. Familiared with a variety of the field's concepts, practices, and procedures.
    7. Relied on extensive experience and judgment to plan and accomplish goals.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
GED


Trust Officer Resume

Headline : Results-oriented individual with strong focus on client satisfaction. Hands-on individual who is recognized by both superiors and subordinates as a leader who motivates and organizes teams to meet objectives. Looking for a progressive, forward thinking company that seeks to add value within its respective industry.

Skills : Sales, Retail Management, Property Management, Investment Research.

Description :

    1. Responsible for the administration of an assigned portfolio of 200+ bond trustees and corporate escrow accounts.
    2. Liaised with internal units to promote organizational success and ensure the delivery of exceptional customer service.
    3. Managed debt service transactions for municipal and corporate bond issuers.
    4. Created and maintained Excel-based control books per SEC guidelines.
    5. Utilized MSRB's EMMA and Bloomberg to research and resolve various bond and security-related inquiries.
    6. Responsible for understanding and complying with all executed trust and legal documents.
    7. Monitored weekly reconciliation reports for asset and cash differences.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Trust Officer Resume

Headline : To be a valuable resource in a Trust Officer position with an organization that can take advantage of my past experience and have an opportunity to increase my knowledge so that I am able to provide customers with the best advice possible for their needs and goals.

Skills : Sales, Financial Services, Military Administration, Agriculture, Home Construction, Retail Sales, Military Logistics, Total Quality Management, Real Estate Management, RE Maintenance.

Description :

    1. Managed a portfolio of 12 Commercial Properties that were an asset of one of the Trusts administered.
    2. Provided fiduciary oversight on assigned trust and or custodial accounts building trust with internal and external clients, and acting in the client'.
    3. Responsible for the administration of trust accounts in accordance with the standards established by First Commonwealth Bank's Wealth Management.
    4. Reported directly to Senior Vice President/Regional Manager, while meeting deadlines on required assignments with limited supervision.
    5. Managed portfolio of over 100 bond issues and ensure bond issuers are in compliance with bond covenants.
    6. Fostered account relationships and assisted investment portfolio manager in maintaining account objectives Analyzed and interpreted governing.
    7. Supervised a 35+ person staff that prepared taxes and managed accounts for trust/estate clients.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelors Degree

Trust Officer Resume

Headline : Highly qualified Trust Officer 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 : MS Office, Administrative Skills, Problem Solving Skills.

Description :

    1. Administered trust accounts from a home office for remote Trust offices around the country.
    2. Identified and resolved problems and communicated with multiple departments.
    3. Implemented business and marketing strategies to generate new business, increased portfolio, and deposits.
    4. Provided leadership to community agencies in order to develop brand awareness for the bank.
    5. Performed in-depth market and financial analysis.
    6. Educated clients on risk and financial planning options.
    7. Provided private bank clients with fiduciary/investment management services Analyzed and adhered to fiduciary terms and agreements Answered.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Trust Officer Resume

Headline : Engage in a challenging Trust Officer position utilizing my business acumen, creativity and relationship management skills within a community focused, socially responsible and environmentally conscious company.

Skills : Microsoft Office, Basic Computer Skills, Basic Accounting Skills, Communication Skills, Organizational Skills, Team Building, Relationship Management, Customer Service Skills.

Description :

    1. Developed relationships with Centers of Influences.
    2. Achieved initial $10,000 fee sales goal during the first year as a salesperson, in tandem with providing office support.
    3. Created, wrote, and presented marketing and sales materials.
    4. Assisted the team in developing policies and procedures for the Administrative Trust Services Group during a system conversion.
    5. Provided consistent customer service to our clients during multiple employee turnovers.
    6. Responsible for business development Established new client base Trust asset gains in excess of $25 million.
    7. Ensured regulatory compliance for various investment products: trusts, investment agencies, 142 Trusts, estates, testamentary, and inter Vivos trusts.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Junior
Education
Education
GED

Trust Officer Resume

Summary : Over 20 years experience in various Trust Officer positions Proficient in Microsoft Word, Excellent communication skills; trained incoming employees. Managed a secretarial staff, delegated workloads. Set up board meetings, prepared documents necessary for board meetings.

Skills : Microsoft Office Suite, Salesforce, Construction Project Management Diploma, Fred Pryor Career Track Member.

Description :

    1. Managed millions of dollars in client proceeds from investment property sales.
    2. Initiated wire transfers, and kept accurate records of client transactions in QuickBooks - Daily Balancing, Deposits, and Monthly Reconciliations.
    3. Verified, corrected, and signed off on HUD1/closing statements.
    4. Maintained calendar and tracked all upcoming closings and requests for earnest money.
    5. Contacted title companies and clients to make sure all documents were received and signed in a timely manner.
    6. Generated and sent invoices to clients.
    7. Researched and obtained a Trust software system.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
GED

Trust Officer Resume

Objective : Dedicated and focused Paralegal who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role of increased responsibility and authority. Resourceful and accomplished Paralegal with extensive legal office operations and personnel organization expertise.

Skills : MS Office, Office Management Skills, Organizational Skills.

Description :

    1. Applied for and received a Charter from the State to establish a Trust Company.
    2. Organized and attended meetings with the Board of Directors.
    3. Maintained the minutes of each meeting with the Board of Directors.
    4. Issued stock certificates and maintained the corporate book.
    5. Created and implemented a 200-page Employee Manual for the Trust Company. 
    6. Collected assets for new client accounts.
    7. Handled the administration of estates throughout the entire settlement process; prepared initial and annual.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Trust Officer Resume

Objective : A Trust Officer position where a proven record in the area of management including planning, organization start-up, training, finance, customer relations, operations and administration will be used with innovation and enthusiasm.

Skills : Team Work, Customer Service Skills, Administrative Skills.

Description :

    1. Provided full trust administration and management of 80 family and charitable trusts from multiple business lines.
    2. Processed annual tax returns, annual administrative reviews, evaluated and presented discretionary distributions, and new business cases to the fiduciary oversight committee.
    3. Opened and terminated trust accounts, completed additional special projects as assigned.
    4. Staffed the Delaware Trust office.
    5. Navigated new business development activity, building to over 150 active cases from the three lines of business utilizing Personal Trust Services from the initial call to successful on-boarding.
    6. Participated in client calls for both Advisor Network and Global Institutional at the corporate headquarters and in the field presenting Personal Trust Services solutions.
    7. Assisted in redesign of account application packages for personal trust offering to streamline onboarding for clients, advisors, and relationship managers.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High school Diploma

Trust Officer Resume

Objective : As a Trust Officer, responsible for Developing a detailed activity-based costing system for a nationwide distribution company.

Skills : Individual Tax Preparation, Trust Tax Return Preparation, Microsoft Office, Various Accounting Software Programs.

Description :

    1. Responsible for all aspects of the trust department to include: Administration of personal trusts, estates, and investment management accounts.
    2. Reconciled department to a custodian.
    3. Reviewed balances and prepared reports, ensuring compliance with trust fund agreements and internal procedures Maintained strong customer relations.
    4. Assisted Accounting Division with journal entries, general ledger entries, coding, and year-end financial statements.
    5. Integrated the numerous databases and applications for the investment data and developed and implemented methods and standards to improve the quality.
    6. Worked on estates and foundations; performed daily trust administration and support of client portfolios; supervised transaction processing.
    7. Worked closely with the compliance officer to develop policies, procedures, and forms for the Wealth Management department.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
G.E.D