Trust Assistant Resume

Posted in Assistant Resume Examples

Chris Andersen

1219 51st Ave E, Lot 20

Fort Worth, TX, 76133

(555)-555-5555

[email]

Objective To obtain the position as Trust Assistant to ensure smooth and conflict free functioning of all operations within the organization.

Summary of Skills:

  • In depth knowledge of banking, investments and financial planning
  • Strong computer skills including proficiency with trust accounting systems
  • Admissible telephone manners, excellent communication skills
  • Great ability to efficiently collaborate with coworkers and customers
  • Operational knowledge of teller and facsimile machine
  • Strong oral communication skills including excellent telephone etiquette
  • strong interpersonal skills, supervisory and leadership skills
  • Ability to demonstrate comfort level in talking to and calling on current and prospective customers

Work Experience:

Trust Assistant, August 2005 to till date

Wisconsin Government, Fort Worth, TX

  • Coordinated with Trust Administrators to handle distributions, account maintenance and reviews, and management of overdrafts and other trust related functionaries.
  • Gathered and computed client profiles and requests.
  • Prepared reports and presentations.
  • Monitored work performed by various partner groups to ensure the smooth operation of assigned trust accounts.
  • Monitored overdraft reports and communicated with Investors, as necessary.
  • Reviewed the trust agreement for applicable language to support discretionary decision.

Trust Assistant, May 2000 to July 2005

JPMorgan Chase, Fort Worth, TX

  • Prepared Trust Termination packets for TO review.
  • Ensured routine trust and estate bill payments; and arrangement for the replacement of lost and missing checks.
  • Deposited incoming receipts into proper accounts in a timely manner.
  • Allocated funds if check needs to be allotted in multiple accounts according to percentage of ownership.
  • Computed client transactions accurately and ensured daily review of cash request reports, statements and research from operations.

Education

Associate Degree in Finance, North Iowa Area Community College, Mason City, IA

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  • March 1, 2020Create Date
  • March 1, 2020Last Updated

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