A Trust Operations Specialist is responsible for processing and reconciling complex transactions for assigned system applications and performing necessary administrative functions that support the trust. Essential duties and responsibilities listed on the Trust Operations Specialist Resume are – completing data entry tasks, printing, and mailing of trust checks; reconciliation of transactions entered into various Trust processing applications; settling cash management transactions and securities; reconciling of cash management and securities, income, and positions; sorting and distributing incoming mail and sending outgoing mail, and processing asset income received on trust assets.
The nature of the job demands the following skills and abilities – strong knowledge of banking principles, the ability to reconcile and balance transaction activities of a complex nature, good knowledge of accounting principles, knowledge of trust and securities processing activity, knowledge of trust and securities processing activity, and strong written and interpersonal communication skills. A degree in finance or accounting is preferred. An equivalent amount of work experience is as well needed.
Objective : With two years of specialized experience in trust operations, I excel in optimizing processes, ensuring compliance, and enhancing client satisfaction. My background includes detailed account analysis, transaction processing, and risk management, enabling me to effectively support operations and drive efficiency. I am dedicated to delivering accurate results in a fast-paced environment, contributing to team success and client trust.
Executed daily processing of trust account transactions, ensuring compliance with regulations and internal policies.
Conducted thorough analysis of account profiles, identifying discrepancies and implementing corrective measures.
Collaborated with cross-functional teams to enhance operational workflows and improve data integrity.
Maintained meticulous records of transactions and account activities, ensuring transparency and accountability.
Provided timely support to clients and investment managers, facilitating accurate trade settlements.
Assisted in the development of training materials for new hires, streamlining onboarding processes.
Analyzed market trends to inform investment strategies, contributing to improved portfolio performance.
Experience
0-2 Years
Level
Entry Level
Education
B.S. Finance
Junior Trust Operations Specialist Resume
Objective : Dedicated professional with two years of trust operations experience, skilled in transaction processing, compliance management, and client relations. Adept at analyzing accounts and streamlining processes to enhance operational efficiency. Committed to delivering precise results in a dynamic environment while fostering strong client relationships and supporting team objectives.
Processed interest, dividends, and mortgage-backed securities for trust clients efficiently.
Managed the realization of gains and losses for trust accounts with accuracy.
Handled checks and rental payments, ensuring timely processing for clients.
Conducted monthly stop payment account reconciliations to maintain accuracy.
Executed daily investment movements of trust accounts to optimize performance.
Processed manual buy and sell orders for trust investments to align with client strategies.
Facilitated wire transfers and international payments, adhering to compliance standards.
Experience
0-2 Years
Level
Junior
Education
B.S. Finance
Trust Operations Specialist Resume
Headline : Accomplished Trust Operations Specialist with 7 years of expertise in managing trust accounts, ensuring regulatory compliance, and optimizing operational workflows. Proficient in transaction processing and client relationship management, I drive efficiency and accuracy in a fast-paced environment. My commitment to excellence fosters client trust and enhances team performance.
Skills : Account Management, Market Research, Trust Fund Management, Due Diligence, Fraud Prevention, Policy Development
Description :
Managed daily operations for trust accounts, ensuring accurate processing of deposits, withdrawals, and transactions.
Coordinated with support teams to maintain accurate trust account records and compliance with policies and regulations.
Responded promptly to client inquiries, enhancing client satisfaction and trust.
Oversaw operational requirements, ensuring adherence to internal and external guidelines.
Produced reports and correspondence to facilitate communication and transparency with stakeholders.
Monitored account delinquencies and collaborated with Trust Officers for timely resolution.
Reviewed documentation for compliance and regulatory requirements, ensuring all accounts met industry standards.
Experience
5-7 Years
Level
Senior
Education
B.S. Finance
Senior Trust Operations Specialist Resume
Summary : Accomplished professional with over a decade of experience in trust operations, specializing in regulatory compliance, risk management, and operational efficiency. Proven ability to enhance client satisfaction through meticulous account oversight and process optimization. Committed to leveraging analytical skills to drive successful outcomes and foster strong client relationships in a dynamic environment.
Facilitated the preparation and organization of loan packets for retirement plan participants.
Collaborated with record keepers during participant audits by providing necessary documentation and researching required materials.
Managed updates for distributions, withdrawals, and hardship requests efficiently.
Processed departmental invoices and maintained accurate financial records.
Created and distributed informational literature to participants from various companies.
Maintained and updated spreadsheets tracking participant loans and payments.
Processed retirement account payments accurately and timely.
Experience
7-10 Years
Level
Consultant
Education
B.S. Finance
Trust Operations Specialist Resume
Summary : Dynamic Trust Operations Specialist with over a decade of experience in managing trust accounts and ensuring compliance in highly regulated environments. Proven track record in optimizing operational processes, enhancing client satisfaction, and driving efficiency. Skilled in transaction processing, account analysis, and risk management, I am committed to delivering exceptional results that foster client trust and support organizational objectives.
Skills : Process Optimization, Team Collaboration, Time Management, Conflict Resolution, Process Improvement, Record Keeping
Description :
Facilitated the accurate and timely settlement of lending activity, ensuring compliance with regulatory standards.
Managed securities movements and transactions through vendor systems, including DTC and Loanet, ensuring operational integrity.
Collaborated with brokers and third parties to address daily processing needs, resolving issues efficiently.
Identified and implemented multiple process improvements, significantly enhancing operational workflows.
Worked with cross-functional teams to develop activity reports, enabling proactive communication and timely payments.
Executed incoming and outgoing cash payments, maintaining meticulous records for auditing purposes.
Manage daily trust operations, ensuring compliance with regulatory requirements and internal policies.
Experience
7-10 Years
Level
Management
Education
B.S. Finance
Senior Trust Operations Specialist Resume
Headline : Accomplished Senior Trust Operations Specialist with over 7 years of experience in managing trust accounts, ensuring compliance, and enhancing operational efficiencies. Expert in transaction processing, risk assessment, and client relationship management, I am dedicated to delivering precise and timely results that bolster client trust and streamline processes in dynamic environments.
Skills : Tax Compliance, Risk Management, Data Analysis, Strategic Planning
Description :
Reconciled investment and third-party accounts to ensure accuracy and compliance.
Played a pivotal role in automating Fed factor uploads into Global One, enhancing timely processing of pay downs.
Managed distributions of over $3 billion in stocks and mutual funds, demonstrating high-level financial acumen.
Facilitated communication with auditors, financial institutions, and vendors, ensuring thorough and timely responses.
Assisted in establishing and maintaining departmental policies and procedures to enhance operational efficiency.
Reviewed sensitive content as part of compliance checks, ensuring adherence to regulatory standards.
Trained team members on process improvements and compliance measures to foster a culture of excellence.
Experience
5-7 Years
Level
Senior
Education
B.S. Finance
Trust Operations Specialist Resume
Summary : Seasoned Trust Operations Specialist with a decade of experience in managing trust portfolios, ensuring compliance, and enhancing operational efficiencies. Expertise in transaction processing, risk assessment, and client relationship management, I drive accuracy and foster trust through meticulous oversight. My commitment to continuous improvement elevates team performance and client satisfaction in fast-paced environments.
Balanced daily transactions with financial institutions, ensuring accuracy and compliance.
Processed wire transfers and managed client transactions efficiently.
Executed daily trade inputs and exports, maintaining precise records.
Administered assets worth $175 million, ensuring adherence to banking standards.
Conducted reconciliation of General Ledger and Money Market accounts for accuracy.
Collaborated with compliance teams to verify documentation and mitigate risks.
Utilized advanced software tools including Microsoft Excel and Access for data analysis.
Experience
10+ Years
Level
Executive
Education
B.S. Finance
Assistant Trust Operations Specialist Resume
Objective : Bringing two years of dedicated experience in trust operations, I specialize in transaction processing, compliance, and client support. My expertise in account analysis and operational efficiency enables me to enhance service delivery and mitigate risks effectively. I thrive in fast-paced environments, committed to fostering client trust and improving team performance through meticulous attention to detail.
Coordinated the daily settlement of stock, bond, and mutual fund trades, ensuring accuracy and timeliness.
Maintained detailed records of tax dates and cost basis for all transactions.
Assisted in the management of customer trust accounts, enhancing operational efficiency.
Acted as a liaison for administrative tasks between trading managers and settlement institutions.
Tracked and posted dividends and interest payments to customer accounts, ensuring precision.
Cross-trained on multiple desks in the Trust Operations Department to enhance team capabilities.
Oversaw the posting of mutual fund dividends and processed cash management transactions for daily disbursements.
Experience
0-2 Years
Level
Entry Level
Education
B.S. Finance
Trust Operations Specialist Resume
Objective : As a Trust Operations Specialist with two years of focused experience, I possess a strong ability to manage trust accounts, ensure compliance, and enhance operational efficiency. My expertise includes precise transaction processing and detailed account management, enabling me to support organizational objectives effectively. I thrive in dynamic environments, dedicated to fostering client trust and driving team success.
Skills : Data Analysis Software, Trust Law Knowledge, Financial Reporting, Client Onboarding, Audit Coordination, Negotiation Skills
Description :
Prepare and review trust account statements for clients, ensuring clarity and transparency.
Managed cash sweeps and transfers, ensuring timely execution.
Respond to client inquiries regarding trust account status and transactions promptly.
Coordinate with legal teams to ensure proper documentation for trust agreements and amendments.
Performed proxy maintenance and posted income from the Federal Reserve.
Monitor and report on trust account performance, identifying areas for improvement.
Prepared expense checks and invoices, administering charge fees per account administrator requests.
Experience
0-2 Years
Level
Fresher
Education
B.S. Finance
Trust Operations Specialist Resume
Summary : With a decade of extensive experience in trust operations, I specialize in managing complex trust accounts, ensuring compliance, and optimizing workflows. My expertise includes transaction processing and risk assessment, contributing to enhanced client satisfaction and operational efficiency. I am committed to delivering precise results and fostering strong client relationships in a dynamic financial environment.
Skills : Analytical Problem Solving, Advanced Ms Office Proficiency, Investment Compliance, Portfolio Management, Financial Planning
Description :
Analyzed and interpreted various transactions, ensuring minimal risk to clients and the company.
Processed securities and cash transactions independently, enhancing operational efficiency.
Identified and resolved discrepancies within Trust Support Services Systems and Accounts.
Communicated effectively with clients to address inquiries and concerns.
Reviewed and verified data inputs and outputs for accuracy.
Conducted research on special items, completing projects as required.
Utilized trust systems and data sources to retrieve and analyze information.
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