Trust Associate Resume Samples

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E McCullough

Eunice

McCullough

51454 Vladimir Dam

Dallas

+1 (555) 575 3295

51454 Vladimir Dam

Dallas

Phone

p +1 (555) 575 3295

Experience Experience

Philadelphia, PA

Trust Associate

Philadelphia, PA

Lehner and Sons

Philadelphia, PA

Trust Associate

Working with corporate trustee partners with regard to the new account opening process
Answer incoming client calls and assist with any inquiries
The I-Client philosophy and the Core Values of People Matter, Quality First, and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture
Responsible for protecting and securing all client data held by Ascensus to ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client
Perform other duties and/or special projects as assigned
Developing marketing material and support
Reviews all client reports for accuracy. Works with operations to ensure accurate client reporting. Tests new applications, updates and fixes

San Francisco, CA

Personal Trust Associate

San Francisco, CA

Skiles LLC

San Francisco, CA

Personal Trust Associate

More technically sound in area of expertise and has broader knowledge of other areas
30% Oversight of Personal Trust Associates. Mentor, train and oversee the activities of the more junior associates in the region (i.e. resource for systems questions, training on policy and procedures, contacts within the bank for problem resolution etc.) Provide job specific training as requested
10% Assist Regional Manager. Assist trust officers/regional manager with planning and projects that arise from time-to-time such as reports for budget information, account information for investment project and coding projects in SEI
Works with Trust Officers and Portfolio Managers to coordinate with executors and attorneys the distributions of trusts and estates
Establish and maintain orderly record keeping system, ensuring maintenance of confidential account files and proper workflow
Provide training and coaching to all associates including new employee on boarding
Maintain compliance with all internal policies and procedures, as well as with any regulatory changes from the OCC regarding account pre-acceptance or account opening activities

present

Phoenix, AZ

Trust Associate Cz F

Phoenix, AZ

Wunsch-Kuvalis

present

Phoenix, AZ

Trust Associate Cz F

present

With respect to fiduciary accounts, drafts/develops dispositive summaries of trust documents and discretionary payment memos for review by Fiduciary Advisors
Thoroughly and completely research items related to trusts and/or client accounts when requested
Verify daily activity journals for client accounts on a daily basis
Prepare materials for client meetings in an accurate, complete and professional manner
Cultivates and maintains relationship with a limited base of assigned clients, serving as a primary point of contact for all services for those particular clients
Actively monitors client's financial situations and proactively engages clients in considerations of changes or additions to their financial strategy
Assist team to provide direct impact on the financial results of the company in revenue retention and growth

Education Education

Bachelor’s Degree in Finance

Howard University

Bachelor’s Degree in Finance

Skills Skills

Strong attention to detail
Strong written and oral communication skills and the ability to present ideas clearly
Detail Oriented Vs. Big Picture- Generally focuses on details of a specific task related to a process. Focus is entirely task based vs. conceptual
Strong ability to multi-task
Flexible and empathetic, able to work effectively in a variety of situations
Strong communication skills, both oral and written
Knowledge and understanding of the Trust business are beneficial
Excellent computer skills, especially Microsoft Office applications
Strong networking and business development skills
Good leadership abilities

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Trust Associate Resume Examples & Samples

Experience within a Trust or Banking environment an advantage but not essential
General computer literacy (Word, Excel, Outlook)
Minimum of 4 GCSE’s
Requirement to undertake study to successfully attain STEP professional qualification

Trust Associate Resume Examples & Samples

Good understanding of Sunguard Global Office/Global Plus Trust system
Good knowledge of software packages including MS Office (Excel, MS Word, and Outlook) and other applications used by the Trust Administration Department from time to time such as document storage
Ability to take on multiple tasks simultaneously and manage them all effectively
Time Management skills
High personal interaction skills and team player
Ability to work with deadlines
Accuracy and diligence
Good interpersonal skills allowing good interaction with colleagues and their advisors
Investment and/or trust background

Private Trust Associate Resume Examples & Samples

Through the training process, the position will be responsible for the management of a group of estates, trusts and agency accounts as well as guiding individuals/families in the development of estate plans
As part of the development, the incumbents will learn through a combination of theory and hands on learning through shadowing, coaching/mentoring and participating in client interactions
The position is responsible for client profiling to identify/anticipate needs of clients and their families and managing effective referrals and hand-offs that deepen client relationships and result in the contribution of additional business
Ensure each client is provided an optimal client experience
Be involved in the community and support TDBG charity and community initiatives

Trust Associate Resume Examples & Samples

Detailed knowledge of Cititrust policies and procedures
Working knowledge of regulatory environment
Detailed knowledge of GCTP and related systems
Excellent PC Skills (Microsoft Office)
Minimum Associates Degree/2 year Diploma in business administration or a related field
Ability to work under pressure with tight deadlines

Trust Associate Resume Examples & Samples

Strong working knowledge of regulatory environments
STEP qualification
BS/BA degree, JD preferred but not required
Minimum 10 years related experience
Strong ability to multi-task

PCG Trust Associate Resume Examples & Samples

Associate's degree, or equivalent work experience
Advanced knowledge of trust administration, fiduciary regulations, and trust services
Basic knowledge of systems and procedures, as well as operations areas and responsibilities
Experience with Charitable Trusts is a plus

Wealth Management Personal Trust Associate Resume Examples & Samples

Associate degree or equivalent work experience
Five or more years of administrative support experience in a personal trust environment
Superior knowledge of departmental operations/policies
Exceptional time management and multi-tasking skills

Trust Associate Cz F Resume Examples & Samples

Prepare accurate and timely paperwork for daily transaction and maintenance requirements of client accounts
Verify daily activity journals for client accounts on a daily basis
Provide an appropriate level of daily phone coverage and monitor other means of client contact to ensure client service standards are being met
Prepare materials for client meetings in an accurate, complete and professional manner
Demonstrates the ability to interpret basic trust, planning, and investment disciplines in order to interpret or prepare client communication vehicles
With respect to fiduciary accounts, drafts/develops dispositive summaries of trust documents and discretionary payment memos for review by Fiduciary Advisors
Thoroughly and completely research items related to trusts and/or client accounts when requested
Address questions that arise from client’s other advisors such as attorneys, money managers, CPAs, and tax accountants in a timely and appropriate manner and by utilizing appropriate resources
Cultivates and maintains relationship with a limited base of assigned clients, serving as a primary point of contact for all services for those particular clients
Actively monitors client's financial situations and proactively engages clients in considerations of changes or additions to their financial strategy
Works in conjunction with the assigned Senior Officer to develop fiduciary or other wealth management strategies that meet client objectives and assists clients and their advisors in defining objectives as needed
Bachelor’s degree or in lieu of degree, 4 years work experience
Minimum three years of experience in trust services with experience with client contact

Trust Associate Resume Examples & Samples

A minimum of one to three years related work experience or equivalent combination of work/educational background
Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills
Proficient in all Microsoft Office Applications
Prior experience in a Trust department a plus

Trust Associate Resume Examples & Samples

Business Strategies & Execution
Risk Management
Implement a business plan for Personal Trust Services within the regional market, with clearly defined annual objectives for revenue growth for each business line - one time estate and trust, ongoing trust, Investment Administration and EnCircle and referrals to other lines of business in the Private Bank and partners in BMO
University degree
Bilingual French & English
3 + years of related experience
Capacity to establish and manage relationships with clients who may be bereaved or otherwise difficult to deal with
Strong networking and business development skills
Good leadership abilities
Excellent communication skills; both written and verbal
Strong work ethic, work well under pressure
Flexible and empathetic, able to work effectively in a variety of situations
Ability to resolve a magnitude of diverse, complex and ambiguous issues/situations in a practical manner

Trust Associate Resume Examples & Samples

Take ownership of client inquiries/concerns/complaints ensuring timely resolution
Develop a rapport and instill confidence with the client in order to develop credibility as a
Assist Wealth Services professionals in preparing for client meetings and documentation
Identify opportunities to increase profitability, create capacity and reduce expenses
Recognize potential new business opportunities and refer/discuss them with the Relationship
Successful completion of Canadian Securities Course is an asset
Some (1-4 years) trust experience
Working knowledge of trends, issues and techniques within the Trust Services field
Uses developing Skills to tailor communication for different audiences and makes technical points understandable
Demonstrates honesty, fairness and unbiased judgment
Possesses a high level of concern for meeting standards of job excellence, productivity and expected results
Understands, appreciates and is sensitive to different and opposing perspectives

Personal Trust Associate Management Resume Examples & Samples

Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information
Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures
Assists Trust Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity

Trust Associate Resume Examples & Samples

High School Dipolma or equivalent
A minimum of one year related work experience or equivalent combination of work/educational background
Demonstrated proficiency and effectiveness in customer service, communications, problem solving and organizational skills

Trust Associate Resume Examples & Samples

Bachelor's degree in Finance, business or related field
Minimum 1 year exepreince in financial services
Adept in Microsoft Outlook and Microsoft Office Suite including the ability to enter, edit and report data in personnel software/database and the ability to create and maintain simple spreadsheets
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate and not interrupting at inappropriate times
Understanding the implications of new information for both current and future problem-solving and decision-making
Managing one’s own time and priorities to ensure the meeting of deadlines
The ability to communicate information and ideas in spoken or written form so that others will understand

Trust Associate Resume Examples & Samples

Good knowledge of software packages including MS Office (Excel, MS Word, and Outlook) and other applications used by the Trust Administration Department such as document storage
Strong interpersonal skills and team player mentality
1-3 years of investment and/or trust experience

Trust Associate Resume Examples & Samples

1-3 years of fiduciary experience
Good understanding of Sunguard Global Office/Global Plus Trust system or other similar trust system (SEI)
Client service-oriented, strong interpersonal skills and team player mentality
Accuracy, diligence and reliability
Experience or understanding of third party custodians

Temporary Trust Associate Resume Examples & Samples

B.S. or in lieu of degree experience working in Personal Trust Administration
Proficient in Excel, Word, and Outlook
Good communication skills, both oral and written
Team player - willing to pitch in where needed

Personal Trust Associate Resume Examples & Samples

Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions
Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems
Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups
Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools
Assists Trust Advisors and/or Client Advisors with business development and client presentations. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures
Able to serve as a key subject-matter expert and mentor to other more junior-level employees
May manage daily operational activities and supervise day-to-day work of junior-level employees (but not a formal management role)
More technically sound in area of expertise and has broader knowledge of other areas
Delivers a work product that requires less revision
Able to facilitate discussions and reach decisions

Trust Associate Resume Examples & Samples

Knowledge of Cititrust policies and procedures
Working knowledge of regulatory environments
BS/BA degree preferred but not required
Minimum 5 years related experience

Trust Associate Resume Examples & Samples

Input Account Record data on Sungard Addvantage, including set up of proxies, statements, and 1099 recipients
Daily review of transaction journals and cash reports. Where applicable, manually manage cash activities for each account
Review overdraft reports and ‘cure’ overdrafts where applicable
With Trust Officer approval, prepare tickets/entries to move cash to/from accounts and ledgers to cover overdrafts
Where necessary, update the account synoptic and account records
Where necessary, investment manager Excel database
As required, maintain and print ticklers for trust officers
Serve as liaison between Administration and Operations including securities related activities
Administer low-maintenance accounts with minimum supervision from the Trust Officers
Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
Knowledge and understanding of the Trust business are beneficial
College degree or comparable job experience preferred

Temporary Trust Associate Resume Examples & Samples

Requires at least 2 years of experience working in a Trust environment
Requires at least 2 years of administrative or clerical experience
Proficient with the suite of SEI systems utilized by the Trust division is a plus
Must be proficient in Microsoft Word and Excel; knowledge of other Microsoft applications is helpful
Must have strong inter-personal communications skills as well as oral and written communication skills
The incumbent will be required to walk, reach with hands and arms, push items over head, occasionally climb or balance, stoop, kneel, crouch or crawl
This position requires regular lifting and moving of up to 10-25 lbs
This position requires adaptability, assessing, analyzing, decision making, calculating, dependability, memorizing, good judgment, memorizing, stress control, prioritization, social skills and speaking
Incumbent must be able to understand and follow basic instructions and guidelines, complete routine paperwork, use existing form letter and/or conduct routine oral communication, communicate with individuals using a telephone, hear and speak effectively on the telephone, express or exchange ideas by means of spoken word, communicate orally with others accurately and quickly, at an audible level that others can hear Incumbent must also have the ability to count accurately and the ability to add, subtract, multiply, divide and record, balance and check results for accuracy

Personal Trust Associate Resume Examples & Samples

Superior knowledge of trust departmental operations/policies and/or estate planning
Ability to interpret trust agreements
Exceptional organizational, time management and multi-tasking skills

Wealth Management Trust Associate Resume Examples & Samples

One to three years of fiduciary trust experience
Thorough knowledge of all products, services and solutions applicable to target market segment
In-depth knowledge of fiduciary services and compliance/regulatory reporting
Strong analytical skills with emphasis in investment analysis and instruments
Effective interpersonal, verbal and written communication skills

Trust Associate Resume Examples & Samples

Supervise associate staff to achieve quality client service, sales support, operational excellence and adherence to all procedural and Compliance responsibilities
Provide training and coaching to all associates including new employee on boarding
Administer DHP reviews and PGP for each associate
Monitor and schedule work to maintain proper coverage at all times and to ensure appropriate allocation of resources
Bachelor's degree or equivalent experience
A minimum of five years related work experience or equivalent combination of work/educational background
Prior work experience in Private Banking/Wealth Services
In- depth knowledge of financial products and services
Demonstrated excellent verbal and written communications skills
Demonstrated strong customer service skills
Proficient PC skills
Computer experience (Powerpoint, Excel, Word, Outlook / Webex), calculator, telephone, fax machine, copier
Possess expertise in the overall servicing of Private Bank clients, including resolution of client issues and the ability to identify cross- sell opportunities
Ability to establish and strengthen effective working relationships among team members and product and support partners
Understanding and adherence to bank's BSA/AML program. Strong grasp of applicable federal, state and compliance regulations
Displays strong credit and fiduciary acumen

Trust Associate Resume Examples & Samples

Providing analysis of trust business existing in the MS branch system
Working with corporate trustee partners with regard to the new account opening process
Developing marketing material and support
Making/receiving calls from Financial Advisors on specific business opportunities and/or questions
Offering administrative support to a group of Trust Specialists by region
Assisting with special projects designed to enhance the Trust Services group
1-3 years financial services experience
Strong project management skills – ability to develop detailed action plans, set reasonable deadlines, follow-up with key stakeholders, and manage deliverables and expectations
Excellent communicator – comfortable seeking out answers and collaborating with colleagues at every level of the organization
Strong Excel and PowerPoint presentation skills
Personal Trust, Estate Planning experience a plus

Personal Trust Associate Resume Examples & Samples

40% Assist in the administration of accounts. In a timely and accurate manner for review by a trust officer or manager, perform functions that may include processing all receipt and disbursement transactions and ensure they are per the terms of the document and include proper authorization; confirm distributions directly with client if required in trust policy; prepare administrative reviews; and requests for discretionary payments for presentation to area committee for review; research accounts as necessary to resolve problems; establish files, statements, and ticklers for new accounts and respond requests from clients, accountants, investment managers auditors and attorneys; refer legal issues to legal support for tracking and follow-up; acts as liaison between trust administration and operations unit; provide back up phone coverage as required
30% Oversight of Personal Trust Associates. Mentor, train and oversee the activities of the more junior associates in the region (i.e. resource for systems questions, training on policy and procedures, contacts within the bank for problem resolution etc.) Provide job specific training as requested
20% Office Support. Review daily reports including GL reports; research and resolve problems with minimal supervision and refer unresolved issues to Trust officer or Manager for resolution ; request checks from accounts payable; prepare expense reports; request cashier check from branch; track special events; provide backup for other offices in the region when associates are on vacation
10% Assist Regional Manager. Assist trust officers/regional manager with planning and projects that arise from time-to-time such as reports for budget information, account information for investment project and coding projects in SEI

Personal Trust Associate Greenwich Resume Examples & Samples

Maintains ongoing communication with clients and explores and identifies opportunities to provide improvements in processes or additional services. Participates in client meetings
Responsible for account setup, overseeing of account distribution, documentation of both discretionary payments and client account reviews. Oversees preparation of client meeting presentation packages
Documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity
Maintains an understanding of relevant tax laws and legal requirements applicable to trust administration in order to assist in resolving client issues as they relate to the trust agreement
Oversees assigned accounts with an understanding of both fiduciary concepts and individual client circumstances
Assists relationship manager in the expansion of relationship base according to new business goals through additions to existing accounts, upgrades of current relationships, identification of cross-marketing opportunities, and participation in business development

Trust Associate Resume Examples & Samples

Perform day-to-day functions on assigned accounts accurately and by necessary deadlines
Interact with centralized support areas such as Trust Operations, Tax Department and Risk
Interact with Line of Business Partners including Wealth Services, Non-Profit Services and Field offices
Monitor and research compliance assignments daily and provide progress to Trust Officer or other areas as appropriate
Monitor assignments on a daily basis to keep requests current and in process
Discover, analyze and research delinquent Compliance items and recommend solutions as appropriate
Establish and maintain orderly record keeping system, ensuring maintenance of confidential account files and proper workflow
Read and understand Trust Agreements and related documents for account coding purposes
Prepare various reports, correspondence, technical documents and special projects as requested
Build and maintain effective working relationships with other team members to ensure high quality and timely processing of assignments and projects
Maintain compliance with all internal policies and procedures, as well as with any regulatory changes from the OCC regarding account pre-acceptance or account opening activities
Proficient in all Microsoft Office Applications. Knowledge of excel a plus

WM Trust Associate Resume Examples & Samples

Support a Wealth Management Advisor, Personal Trust Specialist, and/or Private Banking Specialist
Responds to account inquiries, performs account maintenance, and executes transactions (transfers, withdrawals, distributions, wires, payments, fee waivers) within delegated authority or applicable department guidelines, escalating to the assigned Advisor or Specialist any requests outside specified norms or items requiring signature and approval
Prepares and/or reviews client account documents for meetings between the Specialist and client, focusing on completion of signatures, accuracy, and fulfillment of standard regulatory and compliance guidelines
Where applicable, uses familiarity with bank departments, products, and services to offer additional product options to address client concerns, ensure optimum mix of products and services, and ultimately maintain and expand the relationship through client satisfaction
Utilizes knowledge gained through training and experience to provide timely problem research and resolution
Where applicable, quotes rates on products and opens new accounts
Sets up and maintains client files, ensuring appropriate documentation and client records are kept up-to-date
May be assigned department-related duties handling credit, loan, or other specialty support functions with proven performance and skill
Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer’s normal account activity, as appropriate for this position

Trust Associate Resume Examples & Samples

Communication Skills - Communication is primarily with peers and supervisor on specific assigned tasks. Demonstrates ability to clearly articulate and document action taken or action necessary
Technical Knowledge - No to minimal ERISA knowledge or job specific technical knowledge required. Basic understanding of assigned tasks underpinning Operational function
Problem Solving- Effectively solves problems with direction to do so utilizing resources/procedures for a specific process, with a defined resolution
Detail Oriented Vs. Big Picture- Generally focuses on details of a specific task related to a process. Focus is entirely task based vs. conceptual
Conflict Resolution - Identifies and escalates conflict so that it can be addressed by senior associates and/or leadership
Training/Mentoring - New associate that requires training in business function
Risk Taking/Decision Making - Makes decisions on a participant or plan level transaction based on precedent (assistance may be required)
Planning/Organizing - Generally plans for current day in order to meet task specific objectives as defined. Generally planning for self only. May require some assistance with department specific task organization
Time Management/Prioritization - Works best with a pre-defined schedule or set of existing priorities. Needs assistance dealing with conflicting priorities. Responsibility to manage own tasks
Work Style - Requires regular direction. Once direction received, is able to effectively complete tasks and report results
Initiative/Work Ethic - Completes daily work as assigned. Will seek out opportunities to assist peers with daily volumes. Will take on additional departmental responsibilities when assigned