Trust Accountant Resume

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Miguel Jimenez
8005 Park Byrd Rd
Ukiah,CA 95482
(444)-309-7753
m.larson@emailaddress.com


Job Objective:

To obtain a Trust Accountant position and to contribute to the success and reputation of the company.

Highlights of Qualifications:

Extensive knowledge of trust, wealth transition, and financial planning
Strong analytical skills in reviewing general ledger accounts and foreign currency transactions
Sound knowledge of estate planning, estate taxes, fiduciary law and federal regulations
Huge knowledge of all types of charitable accounts, unitrusts, annuity trusts, lead trusts, estate planning, and trust taxation
Ability to interpret trust agreements and Wills
Strong computer skills, knowledge of Microsoft Office Products
Excellent analytical, communication and organizational skills
Amazing ability to work in a fast paced environment

Professional Experience:

Trust Accountant, August 2005 - Present
Fusco Personnel Inc., Ukiah, CA

Assisted, overseen, and tracked daily transactions with the trust programs.
Prepared account analysis and allocations necessary for bank transfers.
Analyzed and reexamined reconciliations, expense accretion, payments and trade entry.
Reconciled and researched for bank statements.
Calculated, analyzed, and reported NAVs.
Distributed daily NAV and mutual fund reports to investment advisors and other outside sources.
Identified, analyzed, resolved potential fund risks.

Education:

Associate Degree in Accounting, University of Baltimore, Baltimore, MD

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