Trust Accountant Resume

Miguel Jimenez

8005 Park Byrd Rd

Ukiah,CA 95482

(555)-555-5555

[email]

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