Trust Operations Specialist Cover Letter

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

In the previous role, I was responsible for coordination of operationally-focused projects to support the activities and functions of Trust Support Services and Associated Trust Company.

Please consider my experience and qualifications for this position:

• Well-versed in all Microsoft Office products including Excel and Word
• Able to work under tight deadline for some daily tasks
• Strong organizational and follow up skills with a sense of urgency
• Self-motivated and reliable with a strong work ethic
• Keen and attentive learners
• Team players with good verbal and written communication skills (phone, email etc)
• Good knowledge of accounting practices
• Knowledge of Trust and securities processing activity

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

Previously, I was responsible for qA expertise / guidance regarding CS and data integrity during validation of computerized systems, change control, testing, deviation management and related activities to ensure compliance with regulatory and operational principles.

Please consider my experience and qualifications for this position:

• Perform in a high pressured, deadline driven environment
• Working knowledge of banking, trust operations or general office processes and functions
• General knowledge of trust products
• Solid customer service and communication skills, both written and verbal
• Strong data entry, research and organizational skills
• Proficient in use of Microsoft Word, Microsoft Excel, Access and PowerPoint
• Strong MS-Office software applications, including Excel, PowerPoint, Word, & Visio (familiarity with Access preferred)
• Experience in leading associates including training and feedback

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

Previously, I was responsible for oversight and approval for complex Trust Services deals as required to minimize risk to BHPB and BMO Trust Company and ensure that the client needs are met.

Please consider my qualifications and experience:

• PC skills to include Microsoft Office Word and Excel
• Operating knowledge of Trust Accounting and Securities Operations
• Background in financial services and Payroll/HR is preferred
• Comfortable with viewing potentially disturbing content and discussing difficult subjects clearly
• Detail-oriented, diligent, and a collaborative teammate that knows how to prioritize and self-motivate
• Demonstrate strong oral and written communication skills and be able to interact with all levels of the organization
• Prior participation in industry specific education or certification courses
• Work closely with others in a team setting

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

Previously, I was responsible for oversight and approval for complex Trust Services deals as required to minimize risk to BPB and BMO Trust Company and ensure that the client needs are met.

Please consider my qualifications and experience:

• Promote a positive and professional working environment
• Strong knowledge of IRA administration and all types of qualified contributions to Traditional and Roth IRA Plans
• Understanding of individual and qualified retirement plan distributions and related tax consequences
• Knowledge of effective research methods including the Internet, eResource, and other IRA systems
• Strong knowledge of IRS regulations, penalties, withholding, and reporting requirements
• Knowledge of AWD trading systems and sites (Vision, Advisor Central, ) preferred
• Knowledge of Securities, including an understanding of bonds and dividends
• Demonstrated understanding of regulations that govern Institutional Trust and Custody

Please consider me for the trust operations specialist opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for qA support for Benefit website, emails and for site releases to proactively address customer issues and problems.

Please consider my experience and qualifications for this position:

• Experience working in a sales oriented organisation and supporting sales functions
• Incredible organizational and time management skills
• A proactive approach to solving problems
• Superb research and analytical skills
• Keen observation skills and a willingness to pitch in
• Experience in online content moderation and/or legal operations
• Experience working in a legal or law enforcement environment
• Knowledge of the technology sector and online policy issues