Trust Advisor Cover Letter

I submit this application to express my sincere interest in the trust advisor position.

In my previous role, I was responsible for high level fiduciary, personal income, gift and estate tax compliance services as well as estate planning advisory services.

Please consider my experience and qualifications for this position:

• Member of the Law Society of Upper Canada or Provincial Bar Association
• Successful completion of MTI, STI or TEP designation
• Accreditation in taxation, an asset
• Significant experience as an expert advisor and/or Trust officer
• Expertise in estate, tax and trust law
• Experience working for a trust company or a portfolio management firm
• Strong organization abilities excellent communication skills
• Additional certifications such as CPA, Certified Bank Auditor, Certified Fiduciary Investment Risk Specialist (“CFIRS”) or admission to the Bar

In response to your job posting for trust advisor, I am including this letter and my resume for your review.

In the previous role, I was responsible for high level personal financial, income tax and estate/trust planning services.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Under general supervision (but works independently most of the time) partner assumes responsibility for overall client satisfaction on a limited number of accounts where the partner serves as lead trust advisor by collaborating with the service team and appropriate NT resources to ensure timely delivery of quality fiduciary service, issue resolution, effective communication of client needs to partners, and development of advisory relationship with client
• Coordinates account administrative tasks by ensuring prompt execution and follow-up
• Exhibits developing knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles
• Assists service team partners with business development, including preparing and making client presentations
• Advanced knowledge of Bank regulations
• Develop strong relationships with existing holders of our investment companies and ensure activity is co-ordinated and communicated with colleagues in the GSR team and across broader UK Funds business
• Identify new investors across a variety of client types
• Help run and co-ordinate new investment trust IPO’s

In response to your job posting for trust advisor, I am including this letter and my resume for your review.

Previously, I was responsible for high level advice regarding fiduciary, personal income, gift and estate tax compliance services as well as estate planning advisory services.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Strong knowledge of Federal Reserve Board and Missouri State statutes
• Knowledge of investments and investment sales practice procedures
• Critical analysis skills sufficient to analyze and communicate complex legal/regulatory concepts
• Sound business and professional judgment
• JD, MBA, CTFA, CPWA or STEP Certification in International Trust Management is preferred
• Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience
• In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience
• Knowledge of internal bank trust functions

I would like to submit my application for the trust advisor opening. Please accept this letter and the attached resume.

In the previous role, I was responsible for detailed guidance, review and challenge during the scoping, execution and reporting of fiduciary audit activities and issue validations specifically relating of trust and estate administration.

My experience is an excellent fit for the list of requirements in this job:

• Experience working with investment products
• Strong knowledge of estate planning, fiduciary and tax laws
• Deposit/general banking knowledge to effectively coordinate the delivery of a wide variety of banking products
• Knowledgeable of banking and trust systems
• Basic/intermediate PC skills including standard Microsoft Office products and database applications
• Able to communicate complex information clearly to clients and internal partners
• CTFA Certification or CFP
• Experience working with trust financial software

I am excited to be applying for the position of trust advisor. Please accept this letter and the attached resume as my interest in this position.

Previously, I was responsible for tax planning and consulting advice on estate, gift and trust matters.

My experience is an excellent fit for the list of requirements in this job:

• Work closely with the investment trust Client Directors to keep informed of trust developments, assist with register management, discount management and identify growth opportunities
• Record all activity and follow-up actions on SalesForce (Customer Relationship Management tool)
• Take ownership of specific Investment Company Boards and present feedback and sales strategy to them at board meetings
• Office of the Comptroller of the Currency (OCC)
• Work closely with senior leadership to keep them informed, involved and inspired on progress for proactive initiatives
• Collaborate with relevant cross-functional stakeholders to gain alignment across the organization
• Build trusted relationships with key cross-functional business partners including multiple product teams, regional offices, and support functions
• A broad knowledge of information security principles, telecommunications protocols, and adversarial tools & techniques