Trust Manager Resume Sample
Josefa Balistreri
87073 Johnny Oval,
Phoenix,
AZ
+1 (555) 531 0114
Work Experience
Trust Portfolio Manager
11/2016
-
PRESENT
Houston, TX
- Self Assessments performed on deals administered in the Chicago, Irvine and Boston offices
- Develops master schedule for tax reporting and ensures compliance to tax reporting requirements
- Reviews reports finished by team members for accuracy and completion on a daily basis
- Identifies and coordinates resolution of issues concerning tax matters arising during the course of trust administration
- Creates, reviews and corrects client 1099s, 5498s and submits to IRS
- Creates and distributes CTC custodial quarterly statements
- Manages bond and equity portfolios for moderately complex to complex clients to maximize investment returns commensurate with an acceptable level of risk; analyzes securities, portfolios and asset allocation to ensure adherence to investment objectives and maximize investment returns within client and investment management group guidelines
- Develops new business and makes presentations to prospects and consultants regarding the capabilities of the investment management group; works with sales people from other areas of the trust company to present asset management group abilities
Trust Manager
09/2013
-
08/2016
Philadelphia, PA
- Communicates with new and existing clients and administrators about their accounts, securities markets and economic trends, which include the reporting of investment activity and performance
- Studies research to keep abreast of current trends; makes security selection and stays informed about developments in security markets using fundamental and/or technical analysis
- Consults with clients to develop investment objectives, provides advice, and stays abreast of tax and legal issues concerning the impact upon the investment process; reviews accounts and assets on a regular basis
- Motivate employees in the department and ensure that their efforts are recognised
- Implements investment policies, procedures and actions developed by the Investment Strategy Policy Committee (ISPC)
- Initiates and monitors required action to effect security transactions
- Provides advice and guidance to clients and Regions trust personnel
Private Trust Manager
02/2009
-
05/2013
Phoenix, AZ
- Keeps abreast of trends and developments in the securities market to ensure prudent investment management
- Participates in community, charitable and service organizations
- Keep abreast of trends and developments in the securities market to ensure prudent investment management
- As a key contributor to the business unit, the incumbent has the authority to recommend changes to business processes in order to enhance operational efficiency and effectiveness
- Ensure that the bank’s trustee obligations are fully understood, documented, and met
- Partner with Sales Management, Client Service, Product Development, and Operations to continually refine and improve the products and services offered to JPMorgan’s pension and retirement clients, and strengthen the Custody and Fund Services operating model
- Prepare GSF IR ‘MPR’ and other metric reporting information
- On behalf of IR, manage audit requests related to annual Reg AB audit and OCC or CAS audits
Education
Lawrence University
2004 - 2008
Bachelor's Degree in Business
Professional Skills
- Strong oral and written communication skills, including interpersonal skills
- Strong organizational skills, interpersonal skills & able to multi-task
- Strong leadership skills and demonstrated ability to build talent for the future
- Strong financial acumen with a varied and extensive background in banking or trusts
- Skilled in applicable computer software programs
- This role requires 8-10 years of Trust and leadership experience
- Manage the performance and development of the PT team to ensure a superior employee experience with optimal engagement
How to write Trust Manager Resume
Trust Manager role is responsible for microsoft, software, finance, securities, training, security, reporting, design, research, suite.
To write great resume for trust manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Trust Manager Resume
The section contact information is important in your trust manager 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 Manager Resume
The section work experience is an essential part of your trust manager 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 manager 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 manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Trust Manager resume experience can include:
- Good interpersonal skills and effective in relationship building with peers, management and clients as well as a strong team player
- Customer oriented attitude combined with effective communication skills
- Actively assist and at time engaged in effectively implementing investment decisions in line with the prescribed IPS
- Prepare, review and ensure all documentation for new business is in order prior to the acceptance of the trusts and private investment companies
- Relevant Private Trust Administration experience
- Provides advice and guidance to less experienced Portfolio Managers
Education on a Trust Manager Resume
Make sure to make education a priority on your trust manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your trust manager 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 Manager Resume
When listing skills on your trust manager 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 manager skills:
- Frequent contact with manager regarding prioritization of conversion tasks
- Manage the performance and development of the Private Trust team to ensure a superior employee experience with optimal engagement
- Meeting with clients and conducting of Trust reviews
- Working on different cross divisional projects
- Develops methodologies for investment strategies and / or is involved in the ongoing process of reviewing and modifying existing methodologies
- Familiarity with stock exchange reporting and holding of non-bankable assets
List of Typical Experience For a Trust Manager Resume
1
Experience For Trust Portfolio Manager Resume
- Appropriate years of relevant experience (i.e. 3 to 5 years) in trust management / fiduciary related business (with a particular focus Japanese governing law)
- Experienced in project management with focus on change and transformation projects
- Open minded towards change, committed to on-going learning and transferring new knowledge into practice
- Proficient understanding of trust accounting and management
- Fluent in English and Japanese (written and spoken for both languages) to liase with English and Japanese-speaking clients and counterparts
- Assists clients in the development of investment strategies based on the bank's investment philosophy and client's investment objectives
- Recommends specific investments based upon strategies and objectives developed with clients
2
Experience For Senior Manager, Raymond James Trust Resume
- Keeps abreast of legal and tax consequences of investment decisions
- Initiates actions to execute the purchase and sale of investment securities
- Meets awith current and prospective clients to explain investment services and to obtain background data on perosnal finances
- Specific investments based upon strategies and objectives developed with clients
- A Chartered Financial Analyst certification is required
- Build and manage a portfolio with limited supervision
- Investment performance analysis
List of Typical Skills For a Trust Manager Resume
1
Skills For Trust Portfolio Manager Resume
- The ability to be a great team player, with working knowledge of the bank's systems and processes and an in-depth understanding of UK trusts
- Handles the updating and tracking of trust records
- Handles the updating and tracking of trust records, and compliance with AML/CFT & customer due diligence requirements
- Initiates contacts for developing and closing new business
- Attend client meetings as required and maintain full, accurate files/notes of all meetings/calls/conversations using KH systems to store
2
Skills For Senior Manager, Raymond James Trust Resume
- Work closely with compliance and wealth planners on the on-boarding of new businesses
- Senior fiduciary control expert responsible for the oversight and management of Alternative Investments, Prohibited Transaction Monitoring and Sworn Documents
- Development of account coding oversight program across C&FS, and eventually CIB
- Thorough knowledge of investment related statistical reporting and performance measurement
- Maximize profitability through consistent application of the PT fees and pricing
3
Skills For Private Trust Manager Resume
- Maximize profitability through a consistent of application of the PT fees and pricing
- Regular contact with interdepartmental teams regarding workflow processes and procedures
- Contact as needed with CTC clients, vendors, internal and external auditors and IRS agents regarding CTC operations
- CFP, CTFA or working on CFA designation
- Communicate findings and recommend/drive changes to resolve audit and mitigate risk going forward
- Knowledge of third party models (Salomon, Bloomberg, Lipper)
- Progress towards CFA designation
4
Skills For Cib-investor Services Trust & Fiduciary Trustee Manager Resume
- Write simple-to-business correspondence, procedures, and routine reports
- Speak effectively, present information, and respond to questions in one-on-one and small or public group situations, to customers, clients, employees, and managers
- Ideally, a professional qualification in the Trust Services field
- Cover a wide and varied role of Trust and Company administration of complex trust structures
- Work closely with clients and front office bankers on execution of transactions and provision of information and clarification
- Ensure efficient administration of accounts in accordance with the trustee policies and procedures
- Preparation of trustee documents, distributions, minutes, annual reviews
- Support clients and front office bankers on set-up of structures, execution of transactions
5
Skills For IWA Portfolio Manager IWA Trust Iwatad Resume
- Ensure efficient administration in accordance with the trustee policies and procedures
- Development of a disclosure oversight program across C&FS, and eventually CIB
- Trust Institute or STEP designation/diploma
- Trust Institute or STEP designation/diploma is an asset
- Work with Market Manager, Specialized Services, Pacific Region to build a robust sales plan that aligns to market and business growth strategies
- Identify and execute on business development sales strategies and goals directly
6
Skills For Manager, Trust Services Resume
- Track business results and coach to superior performance in the achievement of business and financial targets
- Execute through a One TD approach
- Protect the interests and reputation of TD and our clients by ensuring team is proactive and continuously in compliance with industry regulations and TD/PT policies and procedures, including but not limited to
- Work with Trust leadership team to execute an internal partnership strategy to better allow Wealth businesses to capitalize on internal referral opportunities
- Work with Market Manager to build a robust sales plan that aligns to market and business strategies
- Protect the interests and reputation of TDBG and our clients by ensuring team is proactive and continuously in compliance with industry regulations and TDBG/PT policies and procedures, including but not limited to
7
Skills For Trust & Probate Manager Resume
- Corporate Secretarial experience
- Managed money experience
- Providing mentorship and guidance to junior trust administration team members
- MS Word and Outlook
- Raise the profile of the Private Trust and PCG team through partner and community involvement
- Knowledge of Investment Research Tools
- Microsoft office products, Excel, Power Point & Word
- Assist in the analysis and recommendations regarding the Division’s asset allocation models; actively participate in rebalancing the models and associated accounts
- Assist in the analysis of prospect or client’s determinants of their financial risk / return criteria and objectives, at times incorporating somewhat unique circumstances, and recommend to more senior investment and/or relationship management staff the appropriate asset allocation to achieve their financial goals
8
Skills For Manager, Private Trust Resume
- Maintains familiarity with ongoing account activity
- Ensure compliance with DBST AML/CFT and customer due diligence requirements, including performance of periodic trust reviews
- Private Trust Administration Accounting
- Reviews investment objectives with relationship managers and account administrators
- Provide support to more senior portfolio management staff
- Handles the administration and management of about 60 complex/customised private trust structures and private trust companies
- Work with DBS Private Bank (“PB”) and Treasures Private Clients (“TPC”) relationship managers to service their clients’ private trust relationships
9
Skills For CIB Erisa & Trust Oversight Fiduciary Manager VP Resume
- Conduct trust administration in accordance with Policies and Procedures of DBS Trustee Limited
- Ensure timely and efficient service to all our clients and relationship managers
- Ensure Exco minutes are passed in a timely manner for all exercise of trust discretions
- Ensure that the financial accounts for the trusts and private investment companies that are prepared are proper and accurate
- Multi-task and able to manage ambiguity
- Handles the administration and management of private trust structures
10
Skills For Private Trust Manager, Producing Resume
- Determines investment strategies for clients, shareholders, or advisors in the form of a separately managed account, mutual fund, or some type of collective vehicle
- Direct involvement in the marketing and distribution of separately managed account strategies and own managed mutual funds to 3rd party advisors and due diligence teams
- Cultivates and maintains relationships with investment clients, including high net worth individuals
- Keeps abreast of developments in the financial markets using fundamental and technical research to arrive at sound and timely investment recommendation
- Meets with current and prospective clients to explain investment services and to obtain background data on personal finances
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