Trust Manager Cover Letter

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

Previously, I was responsible for real estate and special asset training and support to other Trust Company personnel.

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:

• Proven of experience of contract management
• Experience in a service, operations or sales sector
• A good working knowledge of Trust/Wealth Management operations preferred
• Good understanding of Personal trust and estate
• Experience managing client services and trust administration teams in a financial institution
• Extensive experience in Tax Advisory and Estate/Trust planning and compliance
• Preferred experience with Prosystem Fx, GEMS, Intelliconnect, BNA and PPC software
• Excellent knowledge and understanding of the fiduciary services business, and financial and investment markets

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

Previously, I was responsible for and maintain trust and related administrative duties within the unit and to ensure the growth and profitability of RBC Trust Company (Delaware) Limited.

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:

• Excellent mentoring, coaching and people management
• Excellent interpersonal and communication skills, including excellent business writing skills
• Cooperate and communicate effectively and harmoniously with administration, peers, general staff, management and other personnel
• Expert knowledge of Trust 3000, CRM, On-Base workflow system and other applicable systems
• Knowledge of Microsoft Office products including advanced competencies with Word, Excel, Power Point, and Outlook
• Keep current on the business valuation industry, new tax legislation, and evolving case law as it impacts valuation methodology/discounts and disseminate to appropriate groups within the Private Bank
• Provide training and mentorship to junior team members within Trust Special Assets other applicable banking groups
• Develop and maintain relationships with legal and tax professionals and other consultants/appraisers within the appraisal community

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

In my previous role, I was responsible for direction and oversight for inter-company charges between RBC IS Trust and its affiliates (Bank, Trust UK and Trust Australia) and act as the Primary Finance contact for internal transfer pricing.

Please consider my experience and qualifications for this position:

• Advanced knowledge of Trust products and administration
• Thorough knowledge of Banking industry
• Advanced knowledge of regulation and compliance within Trust industry
• Senior product management experience at a tech software company
• Demonstrated success in delivering compelling products in a high growth, fast paced, rapidly changing environment
• Experience creating easy to use, delightful user interfaces
• Understanding of both the legal and tax side of T&E matters
• Consistent focus on deliverables

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

In the previous role, I was responsible for guidance and oversight regarding relevant trust regulatory requirements including but not limited to Reg 9 requirements, the pre/post acceptance and annual review process.

Please consider my qualifications and experience:

• Resource management expertise
• Successful issue and risk management experience
• Thorough knowledge of ITIL foundations
• BA or BS in Finance, Real Estate, Business Management
• Proficiency with Microsoft Outlook, Excel, Word, PowerPoint
• Demonstrable combined experience in the areas of business support, project management, meeting and event management, business control function
• Strong communication skills which includes written, verbal, presentation and meeting facilitation
• General business knowledge in order to oversee client transactions

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

In my previous role, I was responsible for required evidence and commentary for the Systems & Processes section of the Pensions Regulator’s Master Trust supervisory return.

Please consider my qualifications and experience:

• Bachelor of Science or equivalent in and/or M.B.A
• Accredited Senior Appraiser (ASA), Accredited in Business Valuation (ABV) or Certified Valuation Analyst (CVA) profession designation
• Prior experience managing all phases of the transaction process involving the sale of closely held assets
• Registered Forester
• Serve as an active member on taskforces and committees designed to develop and implement system enhancements, new technology, and new products
• Follows up and completes assigned tasks and implements controls to mitigate risk
• Advanced understanding of securities processing and trust banking or brokerage industry
• Advanced computer, mathematical and communications skills