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.
Objective : Dedicated Trust Assistant with two years of experience in trust administration and client relations. Proven ability to manage accounts, facilitate communication, and ensure compliance with trust agreements. Committed to delivering exceptional service to clients while maintaining accurate records and financial documentation. Ready to contribute to a dynamic team focused on client success.
Supported Trust Officers in managing trusts, estates, and investment accounts.
Maintained regular communication with clients, brokerage firms, and banking institutions.
Processed client payments and managed billing in accordance with trust agreements.
Accurately entered and managed financial assets within the system.
Gained valuable insights into client needs and trust management.
Developed skills in letter composition and documentation from established templates.
Actively engaged in continuous learning about financial services for elderly clients.
Experience
0-2 Years
Level
Entry Level
Education
BS Finance
Junior Trust Assistant Resume
Objective : Enthusiastic Trust Assistant with two years of experience in trust administration and client support. Adept at managing client accounts, ensuring compliance, and maintaining precise financial records. Eager to leverage my skills in a collaborative environment that prioritizes client satisfaction and operational excellence.
Skills : Financial Analysis, Client Communication, Data Management, Record Keeping, Cross-functional Collaboration
Description :
Provided comprehensive administrative support to Senior Trust Officers, enhancing team efficiency.
Accurately updated client account information, resolving discrepancies and ensuring data integrity.
Compiled and generated reports to facilitate decision-making and document management.
Coordinated client meetings and company events, improving engagement and communication.
Fostered strong client relationships, leading to increased client retention.
Managed incoming calls and inquiries, ensuring prompt responses and excellent service.
Organized schedules for meetings and events, optimizing time management for the team.
Experience
0-2 Years
Level
Junior
Education
B.S. Finance
Trust Assistant Resume
Headline : Accomplished Trust Assistant with 7 years of expertise in trust account management and client relations. Proficient in ensuring compliance with legal standards while delivering exceptional service. Skilled in maintaining accurate financial records and fostering strong client relationships. Committed to enhancing operational efficiency and supporting a results-driven team.
Provided tax information for trust accounts to CPAs, facilitating accurate tax reporting.
Coordinated with attorneys and financial institutions to ensure smooth operations and client satisfaction.
Experience
5-7 Years
Level
Senior
Education
BS Finance
Trust Associate Resume
Objective : Proactive Trust Associate with two years of experience in trust account management and compliance. Skilled in effectively communicating with clients and ensuring adherence to trust agreements. Demonstrated ability to streamline processes while maintaining detailed financial records. Eager to join a team dedicated to delivering exceptional client service and operational efficiency.
Focused on retention and identifying new opportunities for trust services and cross-selling bank offerings.
Acted as a liaison for the trust team during transitions, ensuring continuity of service.
Mitigated risk by monitoring account activities, conducting thorough reviews, and ensuring compliance with governing documents.
Collaborated with internal partners, including capital advisors and client service teams, to provide comprehensive service.
Worked alongside CPAs and attorneys to assess client needs and ensure adherence to legal requirements.
Executed stock and bond transactions for trust accounts in conjunction with the Investment Division.
Followed estate procedures meticulously, including asset inventory and beneficiary communication.
Experience
0-2 Years
Level
Entry Level
Education
BA Finance
Trust Assistant Resume
Summary : Accomplished Trust Assistant with a decade of experience in trust administration and client relations. Expertise in managing complex accounts, ensuring compliance with legal regulations, and delivering outstanding client service. Adept at maintaining precise financial records and fostering strong relationships, I am eager to enhance operational efficiency within a results-driven team.
Supported trust officers by addressing daily customer account inquiries and needs.
Developed and delivered engaging PowerPoint presentations for client meetings.
Maintained effective communication with clients to ensure satisfaction and compliance.
Prepared detailed monthly performance reports for model and 401k accounts.
Processed various financial transactions in accordance with compliance guidelines.
Provided backup support for team members during peak periods.
Handled all Federated investment customer requests promptly and accurately.
Experience
7-10 Years
Level
Management
Education
B.S. Finance
Trust Administrative Assistant Resume
Headline : With seven years of comprehensive experience in trust administration, I excel in managing trust accounts and ensuring compliance with legal standards. Proven track record in enhancing client satisfaction through effective communication and meticulous record-keeping. I am eager to contribute my expertise to a dynamic team focused on delivering exceptional trust services.
Skills : Trust Administration, Client Reporting, Trust Accounting, Legal Research
Description :
Executed daily cash transactions, including deposits, wire transfers, and ACH transfers for trust accounts.
Conducted research on trust laws and regulations to ensure compliance.
Monitored investment performance of trust assets and reported findings.
Administered American Medical Claims for the Kansas City office, ensuring compliance with regulations.
Offered Notary Public services to clients and associates, enhancing operational efficiency.
Managed expense reports and coordinated travel arrangements for team members.
Led Trust Vault transactions, ensuring accuracy through annual audits and compliance checks.
Experience
5-7 Years
Level
Senior
Education
BBA
Trust Assistant Resume
Summary : Accomplished Trust Assistant with 10 years of extensive experience in trust account administration and compliance management. Proven expertise in facilitating seamless communication with clients, ensuring adherence to trust agreements, and maintaining meticulous financial records. Passionate about driving operational excellence and enhancing client satisfaction within a collaborative team environment.
Completed new account setups within service level agreements, identifying and addressing out-of-standard accounts.
Conducted thorough due diligence, verifying fund sources to ensure compliance.
Ensured account types adhered to trust documents and applicable regulations.
Reviewed accuracy in accordance with state laws and industry standards.
Assisted in the onboarding process for new trust clients and accounts.
Conducted internal audits of new accounts, ensuring data integrity in the IRS database.
Mentored and trained new associates, fostering a culture of compliance and accuracy.
Experience
10+ Years
Level
Executive
Education
B.S. Finance
Trust Associate Resume
Objective : Results-oriented Trust Associate with 5 years of experience in trust administration and compliance management. Proven expertise in managing diverse trust accounts, ensuring regulatory adherence, and providing exceptional client service. Eager to leverage my skills in a collaborative environment that prioritizes accuracy and operational excellence.
Skills : Advanced Microsoft Office Suite, Analytical Thinking, Organizational Skills, Project Management, Asset Management, Trust Fund Management
Description :
Provided comprehensive administrative support to the Trust VP, ensuring efficient communication and training for team members.
Managed trust accounts for various Employee Benefit Retirement Plans, processing 300-500 distribution documents annually.
Oversaw the close management of a large medical plan, calculating yearly adjustments for over 600 participants.
Processed and deposited all incoming payments daily, adhering to stringent time constraints.
Maintained meticulous files in compliance with retention guidelines, coordinating off-site storage as needed.
Reviewed and reconciled quarterly allocation reports for multiple plans, ensuring accuracy and compliance.
Prepared documentation for compliance reviews and audits, consistently meeting deadlines.
Experience
2-5 Years
Level
Consultant
Education
B.A. in Finance
Trust Assistant Resume
Objective : Resourceful Trust Assistant with two years of experience in trust administration and financial management. Skilled in maintaining compliance with trust agreements, managing client communications, and ensuring accurate record-keeping. Passionate about supporting client needs and enhancing operational efficiency within a collaborative team.
Facilitated the auditing process by imaging and organizing all relevant documents.
Assisted in the evaluation of investment strategies for trust assets.
Performed monthly account reconciliations for the Trust Department to ensure accuracy.
Generated financial reports and documentation for client accounts.
Responded to inquiries and provided information to clients regarding their trust accounts.
Developed and documented departmental processes to enhance operational efficiency.
Collaborated with team members to ensure seamless service delivery across client accounts.
Experience
0-2 Years
Level
Fresher
Education
B.S. Finance
Trust Assistant I
Resume
Objective : Skilled Trust Assistant with two years of experience in trust account management and client servicing. Expertise in maintaining compliance with trust agreements and delivering high-quality support to clients. Proficient in financial documentation and record-keeping, with a commitment to enhancing client satisfaction through effective communication. Excited to contribute to a results-oriented team focused on trust administration.
Skills : Proficient In Ms Office Suite, Accounts Receivable And Payable Management, Estate Planning And Trust Administration, Team Collaboration
Description :
Assisted in the development of client education materials on trusts.
Collected fees from bond issuers and managed accounts receivable.
Recorded journal entries for accounts payable and maintained accurate financial records.
Updated bondholder accounting records to ensure compliance.
Opened and managed deposit accounts while cross-selling bank products.
Supported the VP Senior Trust Officer in client interactions for trust administration.
Assisted in preparing financial reports and compliance documentation.
Experience
0-2 Years
Level
Junior
Education
AABA
Trust Assistant Resume
Summary : With a decade of experience in trust administration, I excel in managing complex trust accounts and ensuring regulatory compliance. My expertise in client relations and meticulous record-keeping enhances operational efficiency and client satisfaction. I am committed to fostering strong relationships while delivering exceptional service in a collaborative team environment.
Facilitated effective communication with clients regarding trust account statuses and inquiries.
Managed trust accounting systems, ensuring accurate and timely reporting.
Maintained compliance with fiduciary laws and internal policies.
Fostered positive relationships with clients through exceptional service and support.
Developed comprehensive marketing proposals to attract new clients.
Coordinated seamless transitions for clients moving between service models.
Provided backup support for client communication and problem resolution.
Experience
7-10 Years
Level
Management
Education
BBA
Trust Specialist Resume
Headline : Experienced Trust Specialist with 7 years in trust account management, adept at ensuring compliance and optimizing client relations. Proven ability to streamline processes and enhance operational efficiency while maintaining meticulous records. Committed to delivering exceptional service and fostering strong relationships with beneficiaries. Eager to contribute to a forward-thinking team focused on trust excellence.
Administered trust agreements, ensuring compliance with legal standards.
Accurately set up fee structures in line with trust administration policies.
Produced detailed reports and documentation for internal and client review.
Delivered client presentations to communicate trust performance and updates.
Identified account discrepancies and provided effective solutions.
Monitored accounts for overdrafts and un-invested cash, alerting the Trust Administrator.
Provided support and backup for team members as needed.
Experience
5-7 Years
Level
Senior
Education
B.S. Finance
Trust Assistant Resume
Summary : Accomplished Trust Assistant with 10 years of extensive experience in trust administration and client relations. Expertise in managing trust accounts, ensuring compliance with regulatory standards, and delivering exceptional client service. Proven ability to maintain precise financial records and build strong client relationships, committed to enhancing operational efficiency and client satisfaction.
Creating an account is free and takes five seconds.
You'll get access to the PDF version of this resume template.
Choose an option.
Sign up with Google
Sign up with Facebook
Sign up with Linkedin
This helps us make sure you're human and prevents spammers from abusing our services.
By continuing, you agree to our Privacy Policy and Terms.
Unlock the Power of Over 10,000 Resume Samples.
Take your job search to the next level with our extensive collection of 10,000+ resume samples. Find inspiration for your own resume and gain a competitive edge in your job search.
Get Hired Faster with Resume Assistant.
Make your resume shine with our Resume Assistant. You'll receive a real-time score as you edit, helping you to optimize your skills, experience, and achievements for the role you want.
Get Noticed with Resume Templates that Beat the ATS.
Get past the resume screeners with ease using our optimized templates. Our professional designs are tailored to beat the ATS and help you land your dream job.
