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

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

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