Trust Assistant Resume Example

When writing a Trust Assistant Resume remember to include your relevant work history and skills according to the job you are applying for. Whether you're seeking an entry-level position or have been in your career for a few years, exposing your relevant achievements in your resume can allow you to stand out and get that job interview.

This resume example is a great representation of what a hiring manager is looking for in a Trust Assistant Resume. Feel free to use this example for reference as you create your own resume or use this easy resume builder that will guide you through every step of your building your resume in just a few minutes.

Here is the Trust Assistant Resume example:

Chris Andersen

1219 51st Ave E, Lot 20

Fort Worth, TX, 76133



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.


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

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  • March 1, 2023Create Date
  • March 1, 2023Last Updated