Trust Associate Resume Sample
Citlalli Howell
544 Jonathan Shore,
Houston,
TX
+1 (555) 966 0193
Work Experience
Trust Associate
05/2017
-
PRESENT
Los Angeles, CA
- Perform day- to- day functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.); interface with centralized support areas such as Trust Operations, Trust Tax, Trust Revenue and Real Estate to ensure completion
- Monitor accounts on a daily basis for overdrafts and un- invested cash and keep Trust Officer informed
- Use cash forecasting to determine approximate amount needed in accounts over a period of time based on the account's needs and trends, working closely with the Investment Officer
- Provide front- line service to clients in a telephone delivery channel environment. Handle inbound client calls on an ACD line
- Discover, analyze and research account problems and recommend solutions as appropriate
- Read and understand Trust Agreements and related documents for administrative purposes
- Manage fee maintenance as directed by Trust Officer
WM Trust Associate
06/2014
-
04/2017
Boston, MA
- Assist in preparing client presentations as needed
- Build and maintain effective working relationships with other team members to ensure high quality and timely administration of assigned fiduciary accounts
- Keep current on the latest developments in trust law, tax law and other issues related to the trust business
- Maintain compliance with all internal policies and procedures as well as with regulatory requirements
- Provide backup for other Associates/Assistants. Build and maintain strong client contact and provide sales support: - Identify client needs and revenue enhancement opportunities
- Resolve client requests and refer complex inquiries to Trust Officer
- Assist Trust Officer with planning client meetings (in person and telephonically), and record activity in CE Desktop; assist in managing business pipeline activity through CE Desktop
- Use cash forecasting to determine approximate amount needed in accounts over a period of time ased on the account's needs and trends, working closely with the Investment Officer
Personal Trust Associate Greenwich
01/2010
-
12/2013
Detroit, MI
- Identify, diarize and monitor accounts for overdrafts and to meet compliance requirements
- Provide after sales support and handle exceptions tactfully, accurately and efficiency in
- Provide backup for other Associates/Assistants
- Build and maintain strong client contact and provide sales support
- Establish and maintain orderly record keeping system ensuring maintenance of confidential account files and special reports
- Ensure fees are set up correctly as directed by Trust Officer
- Opening/Closing Trust Accounts
Education
Lindenwood University - Belleville Campus
2006 - 2010
Bachelor's Degree in Finance
Professional Skills
- Strong interpersonal skills with the ability to work effectively with staff, partners, the public and external agencies
- Excellent relationship management and networking skills
- Excellent organizational, time management and multi-tasking skills in a team environment
- Excellent Microsoft Office suite skills (Outlook, Word, Excel, etc.)
- Excellent communication skills(written and oral) (French and English)
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications such as Word, Excel and PowerPoint
- Recognizes value of change and operates effectively in changing environments
How to write Trust Associate Resume
Trust Associate role is responsible for relationship, analytical, microsoft, basic, securities, training, database, accounting, reporting, research.
To write great resume for trust associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Trust Associate Resume
The section contact information is important in your trust associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Trust Associate Resume
The section work experience is an essential part of your trust associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous trust associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular trust associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Trust Associate resume experience can include:
- Job Experience: 7-10 years’ experience in Trust Associate role
- Systems Experience: SEI experience desirable
- Strong ability to understand departmental procedures and systems to operate with very limited supervision
- Good working knowledge of computer applications
- Trust administration or onboarding experience and knowledge of personal trusts
- Three to five years of administrative support experience in a banking environment
Education on a Trust Associate Resume
Make sure to make education a priority on your trust associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your trust associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Trust Associate Resume
When listing skills on your trust associate resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical trust associate skills:
- Demonstrates a strong work ethic and responds well under pressure
- Adapts to and works effectively with a variety of situations, individuals and/or groups
- Prior experience in a Trust department
- Skill in exercising judgment and discretion in applying, interpreting and coordinating departmental policies and procedures
- Build and maintain effective working relationships with other team members to ensure high quality and timely processing of new account onboarding requests
- Strong understanding and familiarity with trust advisory services and estate planning
List of Typical Experience For a Trust Associate Resume
1
Experience For WM Trust Associate Resume
- Taking care of Clients personal needs
- Conduct required audits and oversees tests and training to meet RISC guidelines
- Opens and terminates accounts on record. Ensures correct client billing
- Assist in completing initial and annual account reviews
- Process Premium payment for Insurance Trusts
- Research – trust owned real estate, miscellaneous assets, etc. to determine how to transfer the asset, actual ownership, insurance questions, etc
- Pay bills (and/or provide direction for bill payment)
2
Experience For Temporary Trust Associate Resume
- Address changes (both for clients and the bills of clients)
- Back up for Trust Officer as needed
- Answer phone for department
- Proactively identifies and champions the resolution of client service issues (internal and external), requiring leadership and interaction with clients (internal and external), all levels of staff and management, product and support partners
- Adhere to corporate compliance and audit standards to meet corporate and LOB guidelines
- Maintain compliance testing on an annual basis i.e., Clean Desk audits and ensure proper office signage. Monitor GLs, overdrafts, loan document exceptions and commercial loan past dues and fiduciary requirements
- Hold meetings to review and increase employees knowledge and adherence to compliance guidelines
- Report significant client developments to market manager to allow for appropriate mediation
3
Experience For Personal Trust Associate Greenwich Resume
- Research and resolve complex errors/issues and follow- up with clients to ensure satisfactory resolution. - Provide support to manager for sales reporting and tracking
- Responsible for maintained of accurate client data and approves client transitions. Serves as the senior manager responsible for client data integrity for the team
- Monitor accounts on a daily basis for overdrafts and un-invested cash and keep Trust Officer informed
- Prepare documentation for the Trust Officer to present to prospective clients for their signature and ensure all required documentation are returned/completed
- Coordinate appointments for Trust Advisor
- Maintains telephone and written contact with clients and third parties, including drafting client correspondence for review and approval by Trust Officer or Portfolio Manager
- Handles client’s personal needs, including bill payments, family related issues, and outside personal accounts, delivers in-kind charitable contributions, and provides client and/or their accountant with tax information
4
Experience For Wealth Management Trust Associate Resume
- Prepares discretionary distribution request forms, checks cash positions for fees and taxes, and updates information on our trust accounting system
- Review overdraft reports and ‘cure’ overdrafts where applicable
- Review fee maps and authorize the release and postings
- Conduct research work in order to answer clients' inquiries
- Sort and review mail for trust officers
- Prepare trade tickets for trades executed by the trust officers with FRSC
5
Experience For Personal Trust Associate Resume
- Coordinate and produce all DTC-related activities, reports, packages and meetings
- Prepare same-day or future disbursement entries pursuant to requests and approvals. Where necessary, send out confirmation letters on disbursement requests via telephone. Conduct disbursement call backs on fedwires. Reprint statements as requested
- Professional experience
- Funding – tracking
- Monitoring wire activity
- Transferring of money
- Where necessary, update name and address records
6
Experience For Personal Trust Associate Management Resume
- Handle customer requests for information, cash management etc
- Solve problems and research issues as they arise
- Open and maintain client files
- Process receipts and enter distributions
- Generate investment reports critical to portfolio management process
7
Experience For Private Trust Associate Resume
- Have knowledge on the ACH Debit File process, Services Message and Rejects
- Receipt and set-up of Unique Assets and IRAs in First Republic Trust Company software systems
- Valuation of Unique Assets
- Maintenance of Unique Assets Group files and spreadsheets
- Assist in asset management and property management for Unique Assets (primarily residential and commercial real estate and oil, mineral and gas interests
- Present reports and findings to Unique Assets Group and members of First Republic Trust Company
- Computer capability: Excel, Windows, PowerPoint
8
Experience For Wealth Management Personal Trust Associate Resume
- Creates, maintains, and keeps current, files for trust accounts
- Assists Trust Advisors with business development and client presentations
- In-depth Functional / Industry Knowledge of personal trust, estate, guardian and advisory services and products, usually acquired through related work experience, is required
- Team player with key interest in learning the trust business
- Knowledge of internal bank trust functions is required
9
Experience For PCG Trust Associate Resume
- Advanced knowledge of products, services and solutions applicable to target market segment
- Thorough knowledge of operations area and responsibilities
- Professional written communication
- Knowledge and background in Trust
- Life insurance policy analysis
- Handle returned checks
List of Typical Skills For a Trust Associate Resume
1
Skills For WM Trust Associate Resume
- Five or more years of trust servicing experience
- SEI or other trust system experience required
- Three or more years experience in a Personal Trust Administration area
- Multi-task and priortize job responsibilities
- Strong Microsoft Excel and Microsoft Word capabilities required
- Experience in the financial industry would be an asset
- Receiving K-1 and updating K-1 tracking log and updating market values based on the K-1s
2
Skills For Temporary Trust Associate Resume
- Receiving, setting up and processing capital calls
- Receiving and posting checks and distributions
- Receiving statements and updating market values based on the statements
- Gathering of documentation related to new Unique Assets and IRAs
- Monitoring and maintenance of the Unique Assets electronic mailbox-
- Setting up payments for expenses and invoices
- Have a passion for getting to know people, understanding their situations and showing empathy
- On-going compliance, reporting and monitoring of Unique Assets and IRAs
- Receptive to learning and implementing sales strategies
3
Skills For Personal Trust Associate Greenwich Resume
- Expresses thoughts clearly and succinctly, both orally and in writing, with clients and associates
- Thorough knowledge and understanding of the principles and practices of trust administration is required
- Knowledge and understanding of the Trust business is beneficial
- Knowledge and understanding of real estate concepts and terms is beneficial
- Timely and accurately process distributions including checks, wires, ACHs and returned checks
4
Skills For Wealth Management Trust Associate Resume
- Process Void/Stops/Reissues according to instructions received
- Monitor trust checking account
- Assist in monitoring tax process for TCTC
- Generate new business by introducing new referral programs to personal bankers
- Timely and accurately process contributions including checks, wires, ACHs and returned checks
5
Skills For Personal Trust Associate Resume
- Open/Process incoming overnight packages
- Scan documents into Optical Imagining System and scan checks to bank
- Familiarity MS-Office software applications, including Excel and Word
- 10-key incoming transactions
- Always acts in a manner consistent with highest professional and legal standards
- Influences events to achieve clients’, Bank of Montreal’s, and personal goals
- Strong knowledge of a variety of computer software applications in word processing, spreadsheets, database and presentations software (MSWord, Outlook, Excel, PowerPoint, Charlotte, and Microsoft CRM)
6
Skills For Personal Trust Associate Management Resume
- Assume responsibility and exercise authority over assigned work functions. Strong oral/presentation and written communication skills
- Working knowledge of investment and trust product lines, financial markets and industry practices
- Ensures compliance with internal policies and procedures and all legal guidelines
- Intermediate to advanced knowledge of PDF/Adobe
- Understand and comprehend Trust Agreements
7
Skills For Private Trust Associate Resume
- Expertise in report preparation; correspondence, and technical documents
- Detailed oriented, strong administrative, analytical and problem solving skills. Strong time management skills, able to multi-task and prioritize effectively , committed to delivering a superior client experience
- Proactive and demonstrate ownership and initiative in your actions
- Three to five years of experience in administrative and client support activities in the financial services industry
- Focused on providing solutions and advice; comfortable in asking questions to tailor solutions for client needs
- Able to make a complex topic easy to understand
- Flexible and prepared to undertake in a variety of functions
8
Skills For Wealth Management Personal Trust Associate Resume
- Manage risk by learning and maintaining full knowledge and understanding of the regulatory environment, market conditions and their impact on the trust business
- Prioritize and work independently of others
- Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships
- Monitoring/servicing Rabbi and Irrevocable Trust
- Opening of new bank a/c – tracking
9
Skills For PCG Trust Associate Resume
- Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems
- Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations
- System Update / informing Accounting of bank a/c closing
- System Update / informing Accounting of new bank a/c
- Bank a/c closing – tracking
- Resolve internal and external client issues by responding professionally to all correspondence within communicated and departmental standard timeframes
- Process fee payments according to instructions received and reconcile daily/monthly
- Proficient at basic PC software (Word, Excel, PowerPoint) and with aptitude to learn trust accounting system and other computer systems
- In-depth level of knowledge of fiduciary services and compliance/regulatory reporting
10
Skills For Trust Associate Cz F Resume
- Supports RDWS/DTS as change agent for needed changes in the Personal Trust/Wealth Services Group and the Private Bank
- Meet expectations of job by attendance, punctuality as indicated in the employee policy handbook
- Achieve service level goals as identified
- Participate in audit activities and cyclical events as required
- Where necessary, update the account synoptic and account records, update name and address records. Where necessary, administer investment manager Excel database
- Technical skills / systems knowledge
- Provide excellent customer service on a timely basis
- Extensive knowledge of and experience in personal trust administration, fiduciary regulations, and trust services
- Passion and ability to deliver outstanding client service
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