Trust Officer Resume Sample
Albert Hilpert
5889 Naomi Gardens,
Chicago,
IL
+1 (555) 355 5143
Work Experience
Senior Trust Officer
08/2015
-
PRESENT
Dallas, TX
- Work with Wealth Advisors, Bankers and Investors to grow the trust business. This includes structuring, pricing and closing trust services including: family trusts, charitable trusts, and specialized Delaware trusts
- Work with clients and clients' attorneys and other professional advisors to structure and price new trust business
- Manage complex trust book with attention to risk management issues, including: discretionary actions; on-going tax planning; communication with co-trustees, beneficiaries, and professional advisors; coordination of investment dialogue
- Work with clients and clients’ attorneys and other professional advisors to structure and price new trustiness
- Understand legal issues arising from trust documents and account administrations including managing all types of illiquid assets from a trust administration, estate and tax level; handle administration details and documentation for accounts where PTC’s role includes estate or trust settlement
- Knowledge of IT applications and Excel/Word
- Strong interpersonal customer service skills
- Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high net worth clients with complex financial needs
- Fulfills Key's fiduciary responsibilities, ensuring retention of business and reputation - Advises Relationship Managers (RMs) and other partners on internal fiduciary issues. Trust Administration
Trust Officer
06/2011
-
05/2015
Phoenix, AZ
- Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues by keeping current as to estate and tax law changes through legal education opportunities
- Shares intellectual capital among the group of similarly experienced officers within the Family Wealth Group
- Proven experience in performing sophisticated tax, financial and estate planning for high net worth individuals and families in personal trust or similar environment
- Understand legal issues arising from trust documents and account administrations including different types of illiquid assets, estate and tax level; handle administration details and documentation for accounts where PTC’s role includes trustee or agent to an individual trustee
- Review and make recommendations for revisions and/or create additional policies and procedures
- Critically think about risks and/or gaps in internal controls as regards activities of PTC
- Securities portfolio management
- Real Estate portfolio management
Assistant Trust Officer
05/2005
-
04/2011
Houston, TX
- Identifies and resolves potential trust and estate tax- related issues
- Applies sound fiduciary judgment to trust matters
- Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues
- Advises Relationship Managers (RMs) and other partners on internal fiduciary issues
- Leads the design and delivery of sophisticated and individualized fiduciary solutions, using a relationship team model, to a limited number of ultra high net worth clients
- Demonstrates experience working directly and independently with clients and families with a broad array of estate and financial planning issues which often arise with ultra high net worth clients with diverse backgrounds and careers (including but not limited to family governance, philanthropic goals, business succession issues and the broad spectrum of investment asset classes)
- Demonstrates multi-state sensitivity to specific state estate and tax planning issues
- Works directly with international clients and their advisors on related planning and investment issues
Education
University of Phoenix - Northwest Indiana Campus
2000 - 2004
Bachelor's Degree in Business
Professional Skills
- Communicate both verbally and written in a concise and coherent manner with attorneys, clients and RMs etc..addressing or conveying issues, challenges, opportunities arising in the ordinary course of business
- Strong customer service orientation and excellent relationship skills
- Previous experience demonstrating great relationship skills both with clients and within a team
- Strong computer skills including MS Word, Excel, PowerPoint, and Outlook Express
- Strong marketing and communications skills
- Strong organization skills and attention to detail with an ability to multi-task
- Excellent communication and presentation skills, consensus builder, a self starter, team player
How to write Trust Officer Resume
Trust Officer role is responsible for interpersonal, clients, word, organization, excel, trust, database, finance, outlook, communications.
To write great resume for trust officer job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Trust Officer Resume
The section contact information is important in your trust officer 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 Officer Resume
The section work experience is an essential part of your trust officer 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 officer 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 officer position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Trust Officer resume experience can include:
- Good working knowledge of MS Office with strong Excel knowledge
- Communicate effectively with the client and / or the client's attorney on all trust and estate matters
- Successful experience in trust administration, servicing and managing fiduciary relationships with high net worth clients
- Successful experience in trust administration, servicing and managing fiduciary relationships with high net worth clients
- Deep understanding of the wealth management landscape and a demonstrated ability to work in an environment that demands tact, objectivity and sensitivity
- Experience with SunGard’s OmniPlus Participant Recordkeeping System helpful
Education on a Trust Officer Resume
Make sure to make education a priority on your trust officer resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your trust officer 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 Officer Resume
When listing skills on your trust officer 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 officer skills:
- Strong presentation skills to effectively inform and persuade audiences
- Prioritizing and organizing work to effectively handle own workload while responding to the needs of the team and clients
- Interpersonal skills allowing good interaction with colleagues, clients and their advisors
- Good interpersonal skills to develop close working relationships with both colleagues and clients
- Good PC skills with spreadsheet and word processing applications
- Good people/partner communication skills/team player
List of Typical Experience For a Trust Officer Resume
1
Experience For Senior Trust Officer Resume
- Strong interpersonal, verbal communication and negotiation skills and professionalism
- Proven ability to partner effectively both internally and externally
- Excellent written and verbal communication skills in French and English are required
- Effective communication skills with an ability to build and leverage on relationships with client contacts
- Using information effectively
- Proven ability to manage competing priorities without losing focus on key accountabilities
2
Experience For Associate Trust Officer Resume
- Proven ability of consistently delivering a proactive best in class client experience
- Communicate effectively with clients and their wealth advisors on all trust and asset management objectives
- Demonstrated Trust administration experience of complex accounts
- Superior Word and Excel skills
- Strong preference for JD, active registration with State Bar Association and relevant practice experience
3
Experience For Assistant Trust Officer Resume
- Intermediate to advanced computer skills in Microsoft Office, Excel and other business oriented programs
- Reviewing audited financial statements of investment funds prior to release
- Effective at building and maintaining deep relationships and partnerships
- Excellent in-house training within the Trust centres
- Partner with all divisions within Wealth Management (Retirement Plan Services, Private Banking, and Financial Services) to meet/exceed client experience
- Experience with SunGard/FIS or other trust accounting systems
- Entrepreneurial and capable of consistently delivering a proactive best in class client experience
- Demonstrated ability to communicate successfully, both orally and in writing, with clients and co-workers throughout the organization
4
Experience For Personal Trust Officer Resume
- Trust administration and estate planning experience
- Proven success in high net worth client relationship management
- Excellent communication in both French and English
- Demonstrate an understanding of fiduciary responsibility in order to protect the client, yourself, the team and the business
- Experience in the Trust industry
- Review document drafts (trusts, wills, releases, accountings) prepared by external counsel prior to execution
5
Experience For VP Personal Trust Officer Resume
- Acts as a subject matter resource for less experienced team
- Review self-certs (per guidance of corporate tax) and assist with validation procedure
- Demonstrated accuracy and completeness in all task and follows up as appropriate
- Previous Trust Administration experience
- Tax Administration Experience desired
- Trust experience within a bank, trust company, or law firm required
- Previous Trust Administration experience with account ownership
- Demonstrated sales accomplishments in high net worth market
- Experience as professional subject-matter-expert presenter
6
Experience For Trust Officer / Senior Trust Administrator Resume
- Ten or more years of personal trust administration experience
- Demonstrated new business ability
- JD, MBA or CPA and four (4) years personal trust administration experience
- Strong commitment to a high level of customer service
- Attention to detail and ability to prioritize required
- Ensuring appropriate filing and vaulting of all original and sensitive documents according to the group’s policies and procedures
7
Experience For Premier Senior Trust Officer, VP Resume
- Paying, receiving and safekeeping
- Including collection of KYC/AML Documents/information and completing risk rating
- Developing client and intermediary relations, including seeking opportunities
- Meeting with current and potential clients on and off site discussing all avenues of financial planning
- Performing integrity checks of data entered into the group’s system (e.g. Global Citi Trust Platform) and establishing fiduciary documentation
8
Experience For Charities & Trust Officer Resume
- Drafting Receipts and Releases and preparing other documentation in support of the trust termination process
- Drafting Discretionary Distribution and Special Investment Requests for presentation to Committee as part of the ongoing trust administration
- Incorporating companies and preparing post incorporation documentation
- Liaising with Client Accounting in the maintenance of General Ledgers and production of Financial Statements
- Dealing with clients and Private Bankers all over the Citi world wide network
- Amending Articles of Incorporation
- Preparing correspondence with intermediaries (i.e. emails, faxes and letters) for clients, advisors and third parties
- Working with other specialists, read and interpret governing documents and agreements
9
Experience For Associate Corporate Trust Officer Resume
- Working knowledge of financial, estate and tax planning
- Working knowledge of the legal framework of estate and trust administration
- Working knowledge of pension industry, specifically locked-in products and legislation
- Managing a current book of business
- High interest level in finance, investing, accounting, and estate planning
- Responsible for understanding the client’s situation and circumstances, including knowing the clients extended family and younger generation
- System Update / informing Client Accounting of bank a/c closing
- Assists St. Trust Officers in managing and maintaining various account relationships
- Provide fiduciary oversight on trust/custodial accounts including performing timely trust account reviews and/or other trust-related reviews
10
Experience For Corporate Trust Officer Resume
- On a daily basis monitoring of transactions on the client’s bank accounts(;Follow up on customer complaints according to set standard procedure
- Possesses technical fiduciary knowledge in the areas of law, tax, fiduciary investing, regulation, compliance as well as estate planning
- Advanced knowledge of trust accounting, investments, taxation, insurance and estate planning
- Funding – tracking
- Bank account closing – tracking
- Tracking and obtaining Third Party Bank Account Statements
- Ensure ongoing awareness and understanding of ATS policies and procedures
- Assist Account Manager in planning and organizing the team to ensure timely and accurate delivery of services in accordance with agreed deadlines
List of Typical Skills For a Trust Officer Resume
1
Skills For Senior Trust Officer Resume
- Strong interpersonal skills with demonstrated ability to effectively manage, direct, lead and coordinate the work of others
- Strong presentation skills and ability to communicate technical concepts to all levels of management and staff
- Solid customer service, time management, and organizational skills
- Excellent client advisory skills
- Outstanding communication and personal skills
- Experience in Trust Administration, or 1-3 years experience pertaining to estate planning or 3+
- Function effectively in a growing and changing environment
- Exceptional writing skills sufficient to prepare correspondence containing detailed descriptions, explanations and specialized Estates & Trusts terminology
- Proficient listening, written and oral communication skills
2
Skills For Associate Trust Officer Resume
- Strong knowledge and proven technical proficiency in legal and tax issues relative to trust and / or estate management and administration
- MBA or CPA and four (4) years personal trustexperience and one year of supervisory experience
- JD, MBA or CPA and four (4) years personal trustadministration experience and one year of supervisory experience
- Develop business development skills and knowledge of PWM referral, sales and practice management processes
- Exceptional customer and negotiation skills
3
Skills For Assistant Trust Officer Resume
- Good experience with major International Bank
- Successful experience in trust administration, servicing and managing fiduciary relationships with high net worth clients (or equivalent)
- Demonstrated ability in managing family dynamics, the grieving process, and conflicts
- Responsible for the timely and efficient administration of trusts while providing a superior client experience
- Responsible for the timely and efficient administration of estates while providing a superior client experience
- Experience working with Excel, Work, and Outlook
- Successful experience in managing fiduciary relationships with high net worth clients (or equivalent)
- Extensive years of experience working in Trust
4
Skills For Personal Trust Officer Resume
- Trust department or fiduciary services experience in administering both estate and trust accounts
- Progress towards the completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or equivalent experience
- Extensive years experience working in Trust and Company administration
- Completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or equivalent experience
- Significant experience working with high net worth (HNW) fiduciary/ wealth clients
5
Skills For VP Personal Trust Officer Resume
- Experience administering trust accounts
- Manages capital improvements, repairs, and insurance claims and Balances conflicting resource and priority demands
- Client-facing role experience
- Demonstrate understanding of legal framework of trust administration and capital markets
- Experience in Trust Administration, and/or CTFA or Juris Doctorate required
- Proven ability to sell trust services
- Experience as a Trust Officer
- At least ten years’ experience as a personal Trust Officer
6
Skills For Trust Officer / Senior Trust Administrator Resume
- At least ten years experience as in personal trust
- Demonstrated accomplishments in fiduciary administration or compliance environment
- Retirement industry experience in customer service and/or other relevant operational areas
- Relevant trust administration experience
- Seven or more years of experience in Personal Trust Administration
- Job related experience
7
Skills For Premier Senior Trust Officer, VP Resume
- Demonstrate clear leadership potential
- Good computer literacy (Word, Advanced Excel, Visual Basics, Programming, Outlook)
- Experience within a Trust or Banking environment
- Take initiate, work independently and prioritize work
- Good computer literacy (Word, Excel, Outlook)
- Sets strong ethical standards with integrity, honesty and trustworthiness in all professional relationships
- Developing and maintaining relationships with professionals such as accountants and lawyers
- Ongoing updating and maintenance of the internal trust administration system as it
- Tracking and obtaining Third Party Bank Account Statements
8
Skills For Charities & Trust Officer Resume
- Managing client expectations around trust distributions and the trust intent
- Collaborating with FCs, SPS/PS to ensure investment strategy meets the financial situation of the beneficiary and trust
- Increasing client satisfaction through proactive client management which leads to asset retention
- Collaborating with team members and investment advisors to meet the financial needs of the trust beneficiaries
- Collaborating with team members and investment advisors to meet the financial needs of the
- Working knowledge of the products and services offered by Scotiabank (external to SWM) in order to identify and refer clients as appropriate
- Working knowledge of the products and services offered by the Scotiabank Group of Companies
- Ensuring efficient resolution of client problems
9
Skills For Associate Corporate Trust Officer Resume
- Being involved in community and professional organizations
- Drafting of trust and corporate documents
- Enhancing organizational talent
- Opening of new bank accounts
- Ensuring where required that client complaints are handled in a timely manner in accordance with RBC policy
- Working knowledge of the products and services offered by Scotiabank (external to Scotia Wealth
10
Skills For Corporate Trust Officer Resume
- Ensuring that the corporation’s data base system contains accurate and up to date information
- Detailed knowledge of accounting, financial planning, budgeting and investing sufficient to administer a range of moderate complexity Trust Accounts
- System Update / informing Client Accounting of bank a/c closing
- Flexible and adaptable to a changing working environment
- Work independently in a multi-tasking, high-volume account and client servicing environment with efficiency and accuracy
- Review/execute closing documents, conducts pre-acceptance/due diligence review of incoming real estate assets, negotiates real estate purchase contracts
- Assists in auditing and maintaining account files and assists with internal and regular audits
- Foundational knowledge of trust accounting, investments, taxation, insurance and estate planning
- Participate &/or assist in training / cross-training as required by management
List of Typical Responsibilities For a Trust Officer Resume
1
Responsibilities For Senior Trust Officer Resume
- Attendance to correspondence and telephone contact with clients and/or their advisors on all matters in a timely and efficient manner in order to implement and progress the objectives of each case
- Administer trust and company accounts with diversified investment portfolios in accordance with the terms of the governing document (e.g. Trust deed, Memorandum and Articles of Association), the laws of the relevant country and the policies and procedures of the Unit as amended from time to time
- The ability to work on multiple tasks/projects simultaneously is crucial. Strong organizational skills are necessary
- Effectively train, delegate, and follow up with others who provide service to clients and branch teams
- Partner with all divisions within Wealth Management (Retirement Plan Services, Private Banking, Financial Services) to meet / exceed client experience
- Develop a good understanding of the TMF Group and its products and services
2
Responsibilities For Associate Trust Officer Resume
- Demonstrate a thorough understanding of fiduciary responsibility in order to protect the client, yourself, the team and the business
- Work experience in similar position, in fiduciary industry or finance industry
- Demonstrates attention to detail and analysis required to address all fiduciary scenarios
- Preparing and filing any documentation with regulators for each client product and obtaining approval from the regulatory authorities to ensure compliance
- Opening and closing of bank and investment accounts, as well as ongoing review
- Maintaining and updating a detailed policy and procedure document for distribution to clients
- Vaulting, lodgement and imaging of documentation
- Opening and Closing Trust Accounts
- Working on a wide array of administrative tasks for sophisticated trusts
3
Responsibilities For Assistant Trust Officer Resume
- Communicating with bankers / third party / family offices
- Ensuring that the trust’s data base system contains accurate and up to date information
- Entering risk/audit items in Protiviti and monitoring of items
- Serve as key contact for various groups within Brown Brothers Harriman & Co. (“BBH&Co”), including fund accounting, custody and financial reporting
- Thorough understanding of trust documents; trust accounting concepts; and tax reporting activities
- System Update / informing Client Accounting of new bank accounts
- Provide training and support to the Administrative Team in coordination with the Managing Director
4
Responsibilities For Personal Trust Officer Resume
- Evaluate, analyze and deliver input regarding the investment strategy for individual portfolios considering client's cash flow needs and market circumstances
- Comply with Trust Administration checklists related to opening and closing of accounts; and account reviews
- Maintain complete records, including supporting documentation for discretionary distributions and payments
- System Update / informing Client Accounting of new bank accounts
- Bank account closing – tracking
- Review and be responsible for Annual Trust and Managed Company Financial Statements and tax reporting when necessary
- The administration of client affairs to meet service standards ensuring that regular administration aspects are acted upon in a timely manner
- Appropriate Court and Government officials, including public curators and public trustees
- Administer clients’ affairs to meet service standards ensuring that regular administration aspects are acted upon in a timely manner
5
Responsibilities For VP Personal Trust Officer Resume
- To work with the client handling team to ensure RBC’s clients needs are met to the highest quality and with maximum efficiency
- The opportunity to further develop one’s expertise in the banking and trust industry
- Creative and prudent approach to providing solutions within Bank’s risk/reward profile
- Knowledge of basic accounting would be an asset
- Support a culture upholding the Kleinwort Hambros values
6
Responsibilities For Trust Officer / Senior Trust Administrator Resume
- Evaluate discretionary distribution requests and deliver sound decision making on whether to grant such requests
- Tax/financial planning and CPA services
- To assist the book keepers in Jersey with the trust company’s general accounting processes
- Review and administer trusts in accordance with the document and governing statutes
- Prepare new account openings and closings by reviewing the trust instrument and all necessary documents
- Partner with PCAs to drive business development / close new Trust business in prospecting activities
- Advanced knowledge of financial, estate and tax planning
- Build client understanding of Computershare’s client procedure manual to ensure that clients can efficiently resolve issues
7
Responsibilities For Premier Senior Trust Officer, VP Resume
- Serve as key contact for external clients, including investment managers and institutional investors with regards to inquiries related to funds
- Ensure that the reporting requirements and guidelines of applicable regulatory agencies are followed to maintain records and prepare required financial reports
- Create policies and procedures regarding payments of expenses and manage payment process
- Provide support to the Senior Trust Officer and Managing Director
- Manages a portfolio of companies including direct contact with clients
- Handles all day to day requests in relation to the portfolio including, but not limited to
- Follow up on client transfer requests according to set standard procedure
- Collation of TRP and financial information to ensure regulatory reporting goals are met
8
Responsibilities For Charities & Trust Officer Resume
- Complete annual account reviews as required by the South Dakota Division of Banking
- Address customer concerns/complaints for the region, and make decisions regarding appropriate way to escalate complaints
- Provide direction to administrative staff and/or related departments regarding the administration of portfolio
- Serve as a point of contact for book of business, speaking directly with clients, accountants, attorneys and other intermediaries
- Assist Relationship Managers on advising clients of financial products available and appropriate for trust
- Identify and communicate types of tax planning vehicles
9
Responsibilities For Associate Corporate Trust Officer Resume
- Review Fiduciary Income Tax returns and Accounting
- Identify and communicate tax planning vehicles
- Maintain current knowledge of personal trust and investment products to ensure accurate handling of administrative responsibilities
- Familiarity with trust accounting systems
- Control of debtors to the level determined by the Director, Private Clients, including fee collection for the team
- Co-ordinating client services with colleagues (from other departments and offices)
- Cash management of client portfolio, including the control and clearance of fees
- To encourage a culture of upholding the Kleinwort Hambros values and act as a role model to the team
10
Responsibilities For Corporate Trust Officer Resume
- Be a Private Trust specialist resource for PWM partners, TDCT retail branches in market, TD Direct Investing and TD Insurance
- Identify opportunities within the existing book of clients to refer to internal business partners
- Maximize profitability through a consistent of application of the Private Trust fee policy and pricing
- Continuously review and make recommendations for improvements to the existing processes and procedures
- In-depth knowledge of the collective investment funds industry and the rules and regulations pertaining thereto
- Provide training and development to others
- To meet timelines for client service and internal management, with a view to alleviating risk and trigger events
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