A Trust Administrative Assistant is responsible for assisting the trust officer/administrator in servicing accounts and handling the daily administrative operations. Duties and responsibilities listed on the Trust Administrative Assistant Resume as – establishing and maintaining effective client communication and relationships management; maintaining client contact and communication to ensure client needs, performing account administrative functions and customer service requirements; developing and maintaining new and existing client relationships both internally and externally; performing and overseeing the continuance of the trust scanning project.
A bachelor’s degree in finance, business, or accounting is required, and relevant work experience will be useful. Crucial skills to succeed in this field include – familiarity with standard concepts, practices, and procedures, customer service skills, presentation skills, attention to detail, and problem-solving abilities.
Objective : Over 1 1/2 years in Trust Administrative Assistant experience in banking, 4 1/2 years as Administrative Assistant in trust, 7 years of supervising (Branch Operation). Self-motivated, excellent interpersonal skills, detail oriented. Highly organized, dedicated, with a positive attitude. Thrive on working in a challenging environment.
Skills : MS Office, Banking, Bilingual, Insurance, Work From Home, Banking Job In Loveland, CO.
Description :
Maintained client-customer relations with over 300 trust relation.
Knowledged of trust operations to assist Trust Officers and clients with up to the minute inquiries.
Kept abreast of products, procedures, updates and compliance.
Prepared documents for account openings and closings.
Processed on a daily basis bill payment for trust clients.
Assisted other Trust Officers and Assistants with daily functions in case of illness/vacations.
Kept abreast of account maintenances, disbursement and receipts.
Experience
2-5 Years
Level
Junior
Education
High School Diploma
Trust Administrative Assistant Resume
Headline : To seek a challenging position as an Advancement Services Coordinator at a growth-oriented company which will allow me to utilize my database and organizational skills and to further acquire new abilities.
Skills : Raiser's Edge, Microsoft Office.
Description :
Performed a variety of clerical and administrative support duties for one or more assigned departments and staff.
Prepared updates and consolidated a variety of documents such as budget reports, forecasts, monthly activity reports and other statistical data, and reviews, verifies and processes reports and other documents requiring specific knowledge of department operations.
Assisted one or more trust officers with administration of 200+ assigned accounts.
Reviewed daily trial balances and corrected inaccuracies with a complete understanding of facility with trust information and software systems identifying potential liability problems and referring problems to trust officer.
Initiated contact with clients regarding administrative matters and prioritized workload to maintain efficiency of workflow and processing time.
Oversaw and handled all bill-paying for client accounts and all other matters of a transactional nature (deposits, wire transfers, etc.).
Accepted investment orders from clients and coordinated with Investments and Operations Departments.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Trust Administrative Assistant Resume
Summary : Career and Technical Educator passionate about sharing experience and knowledge in Business, Marketing and Technology. Commitment to connect instruction to how it relates to student's life experience and provide the knowledge and skills needed to enter the world of work as productive citizens. Demonstrated skills in organizing, planning, analyzing, sales, marketing and service.
Skills : Microsoft Office, Excel, Accounting, Bookkeeping, Customer Service, Database Management, Event Planning, F.
Description :
Supported team in all administrative duties for assigned accounts, including investment agencies, foundations, endowments and individual retirement accounts.
Engaged with clients in relation to all requests involving distributions-transfers from accounts, account activity, statements, and special requests.
Performed asset transfers from client accounts.
Monitored cash lists of investment accounts for overdrafts and new contributions to existing accounts.
Organized and tracked contacts with top-tier clients.
Coordinated new account openings.
Facilitated the creation of marketing materials, proposals for new business, and client investment reviews.
Experience
7-10 Years
Level
Management
Education
Associate Of Applied Science
Trust Administrative Assistant Resume
Objective : To obtain and secure a position in a dynamic industry that utilizes my accounting, finance, administrative and computer skills and provides advancement opportunities and professional growth.
Processed principal and income withdrawal of clients.
Prepared bank and trust tickets for daily withdrawal and renewal transactions.
Maintained individual Trust Tickler card and subsidiary ledger of clients.
Acted as custodian of Trust records.
Prepared monthly listing of outstanding Trust accounts.
Performed job-related duties and special projects as assigned Assist with the department's tax reporting process.
Received, screened, and routed incoming telephone calls and messages, and provided information to callers.
Experience
2-5 Years
Level
Junior
Education
Bachelor Of Science In Accounting
Trust Administrative Assistant Resume
Summary : Trust Administrative Assistant professional who thrives in a team-oriented environment, working creatively and effectively to reach company goals.
Skills : Customer Service, Sales, Visual Merchandising, Inventory Management, Loss Prevention, Microsoft, Cash Handling.
Description :
Generated daily reports using the applicable administration system.
Entered data into excel spreadsheets for tracking investment performance and securities analysis.
Organized and maintained files and securities research information.
Performed clerical processes regarding correspondence; researched and assemble information to create special reports of account assets and activities.
Coordinated and arranged meetings, prepare agendas, reserved and prepare facilities, and recorded and transcribe minutes of meetings.
Promoted from Teller to Advance Teller to Senior Teller is less than 2 years.
Transitioned from retail banking to wealth management.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Arts
Trust Administrative Assistant Resume
Summary : Seeking a Trust Administrative Assistant profession with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.
Performed various operational tasks for the department.
Responded to department inquiries, composed correspondence as directed and received, sorted, and distributed mail twice daily.
Assisted Trust Officers with Discretionary Distribution and prepared forms.
Supervised clerical staff of three.
Prioritized conflicting needs; handles matter expeditiously, proactively, and follows-through on projects to successful completion, often with strict deadline pressures.
Acted as liaison for CEO between C-Suite and Senior Management.
Maintained discretion and confidentiality in relationships.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Arts
Trust Administrative Assistant Resume
Summary : As a Trust Administrative Assistant, responsible for Arranging and coordinating meetings (including space and equipment); researching, assembling, and coordinating meeting materials (e.g. charts, graphs, reports); writing minutes of meetings, lectures, conferences, etc. from rough draft; takes notes using shorthand, speedwriting or machine transcription; preparing expense accounts; making travel arrangements.
Anticipated the needs of the CEO and strives to provide services or products before being requested.
Provided a bridge for smooth communication between the CEO's office and internal departments.
Demonstrated leadership to maintain credibility, trust, and support with senior management staff.
Worked closely and effectively with the CEO to keep him well informed of upcoming commitments and responsibilities (both personal and professional), following up appropriately.
Acted as a barometer, having a sense of the issues taking place in the environment and keeping the CEO updated.
Provided leadership to build relationships crucial to the success of the organization and manages a variety of special projects, some of which may have organizational impact.
Successfully completed critical aspects of deliverables with a hands-on approach, including drafting personal correspondence, emails, and other tasks that facilitate the CEO's ability to effectively lead the company.
Experience
10+ Years
Level
Senior
Education
BA
Trust Administrative Assistant Resume
Summary : Trust Administrative Assistant professional seeking a challenging and rewarding position that allows the utilization of acquired portfolio management, sales, and communication skills.
Skills : Culinary Arts, Customer Service.
Description :
Worked for FIB, however, I am not currently interested in going into Banking.
Preferred something with my Culinary Skills, Customer Service, or Party / Trip planning. Great at planning and organizing parties.
Used Computer, Customer Service, Accounting, Investments, Estate work.
Planned, coordinated, and ensured the CEO's schedule is followed and respected. Provides gatekeeper and gateway role, creating win-win situations for direct access to the CEO's time and office.
Communicated directly, and on behalf of the CEO, with staff, C-suite executives, and others, on matters related to CEO's programmatic initiatives.
Researched, prioritized, and followed up on incoming issues and concerns addressed to the CEO, including those of a sensitive or confidential nature.
Determined appropriate course of action, referral, or response.
Experience
7-10 Years
Level
Management
Education
MS
Trust Administrative Assistant Resume
Summary : Results-oriented professional with strong problem-solving, client support, and organizational skills Recognized as a team player who is comfortable taking the lead to support client needs Adept communicator in groups or one-on-one with the commitment to stay motivated and focused on goals Ability to manage multiple priorities, supporting numerous co-workers, in a fast-paced, complex environment.
Skills : Banking, Customer Service, Customer Relations, Investments, Research, Client Management, Problem Resolution, Securities Processing, Microsoft Office Suite, Policy Development.
Description :
Reported to Assistant Vice President/Senior Trust Officer.
Included typing and composing correspondence, forms, charts, and court documents.
Maintained accounts involving wills, probates, trust, conservatorships, and guardianships.
Responsible for overdrafts, payments of expenses, and receipt of incoming income into accounts.
Balanced court accountings and maintained efficient records on accounts.
Set up and processed new accounts and handled merchant deposits on inquiries and problems.
Arranged complex and detailed travel plans, itineraries, and agendas.
Experience
10+ Years
Level
Senior
Education
MS
Trust Administrative Assistant Resume
Summary : As a Trust Administrative Assistant, responsible for Participating as an adjunct member of the Executive Team including assisting in scheduling meetings and attending all meetings, Facilitating cross-divisional coordination of travel and outreach plans Communications, Partnerships, and Outreach.
Skills : Word, Excel, Transcription, Software Of PNC, Dictation, Spanish.
Description :
Logged and tracked production sheet issues and off-standard timesheet issues.
Ran reports and reviewed for accuracy.
Assisted associates and managers in solving problems and developing solutions related to the PEP program.
Ensured that all reports and assignments are completed in a timely and professional manner.
Worked under minimal supervision and meet strict deadlines.
Completed a broad variety of professional and personal operational tasks for the CEO including managing an extremely active calendar of appointments.
Composed and prepared correspondences that are sometimes confidential.
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