Corporate Trust Resume Sample

15 votes
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Stacey Schamberger
497 Devon Square,  Boston,  MA
+1 (555) 364 4597

Work Experience

Corporate Trust Operations VP
11/2015 - PRESENT
Los Angeles, CA
  • Executive management of all existing client relationships
  • Development of new client relationships through referrals from existing clients
  • Take responsibility for the achievement of target KPI’s relating to CTLA Transaction & Relationship management
  • Development/strengthening of relationship with internal stakeholders: CMB, GB, Capital Finance
  • Ensure appropriate client & Market outcomes through management of Conduct Agenda
  • Facilitate the timely and accurate processing of transfers, setup, payment instruction changes and account adjustments in various systems
  • University graduate major in Finance or Accounting
  • Proven investment-related experience, preferably in unit trusts or with pension fund industry
  • Understanding of equity, bonds, unit trusts, forward, FX and other investment products
Corporate Trust Transfer Analyst
03/2010 - 05/2015
Los Angeles, CA
  • Canadian Securities Course, Corporate Trust Program (Trust Institute, ICB) or other Securities Industry training would be an asset
  • Training and/or knowledge of PC applications (word processing, spreadsheet and e-mail) is required
  • Indirectly Supervises or Oversees Corporate Trust Professionals and Administrators (15 – 50)
  • Arrange and attend to bondholder/lender meetings. Coordinate with various parties to protect and enforce the bank’s rights in its trustee and agency capacities
  • Securities industry expertise, Trust operations and adaptability to learn and embrace J.P. Morgan’s operating model
  • Minimize risk by designing and supervising oversight of controls
  • Workload volume is generally fluctuating, but can result in significant pressure on the jobholder’s time management. A flexible approach is required at all times
Corporate Trust Assistant
05/2004 - 02/2010
Phoenix, AZ
  • Knowledge of MPF/ORSO Ordinance and Regulations as well as related guidelines and codes
  • Strong PC skills in MS Word, Excel, Powerpoint and Macro
  • Self-motivated, good initiative, hardworking and willing to work under pressure
  • Ensure completion of unit’s daily tasks, review and approve transactions prepared by Analysts, apply judgment and decision making to resolve exceptions and override procedures
  • Administration and client servicing
  • Set up compliance checklists for the new REITs/trusts onboarded to track and document compliance of these REITs/trusts against provisions in the Trust Deed, Prospectus and Code of Collective Investment Schemes, etc
  • Set up and maintain e-bibles in eStorage
  • Physically destroys unissued inventory on closed bond accounts in compliance with the department’s retention policy


Everest University - Largo Campus
1998 - 2003
Bachelor's Degree in Business

Professional Skills

  • Very strong analytical and problem solving skills. Some knowledge of financial statements (preferable)
  • Working knowledge of corporate trusts, agencies, problem resolution analysis, communication and sales skills
  • Good analytical and problem solving skills, including attention to
  • Clear communication, problem solving and critical thinking skills
  • Basic knowledge of departmental functions, banking and/or departmental products, pc's and customer service skills
  • Customer service provided through clear communication skills, approachability, and working knowledge of problem resolution
  • Previous experience in corporate trust or related experience

How to write Corporate Trust Resume

Corporate Trust role is responsible for customer, general, finance, securities, training, recruiting, travel, financial, events, corporate.
To write great resume for corporate trust job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Corporate Trust Resume

The section contact information is important in your corporate trust resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Corporate Trust Resume

The section work experience is an essential part of your corporate trust resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous corporate trust responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular corporate trust position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Corporate Trust resume experience can include:

  • Five (5) years experience
  • Review and analyze indentures of trust and agency agreements prior to acceptance and consult with legal counsel and senior administrators as necessary
  • Being able to work in a fast paced individualized environment
  • Continual learning opportunities and professional development training to grow your talent and realize your aspirations and potential
  • Act as department Assistant Manager by mentoring and supporting other team members
  • Makes recruiting and staffing decisions

Education on a Corporate Trust Resume

Make sure to make education a priority on your corporate trust resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your corporate trust experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Corporate Trust Resume

When listing skills on your corporate trust resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical corporate trust skills:

  • Experience in trust administrative with a solid understanding of trust office processes
  • Understanding balance: We know our people have places to go, people to see and good times to have when they’re not at work and we support that
  • Ideally 1 to 2 years’ experience in a KYC role and an appreciation of the basic banking principles
  • Liase with Sales, TMG, Compliance and external clients to ensure the completion of KYC on all relevant parties for each new deal prior to closing
  • Review and analyze indentures of trust and agency agreements prior to acceptance, and consult with legal counsel and senior administrators as necessary
  • Multi-task and prioritize through unpredictable environment

List of Typical Experience For a Corporate Trust Resume


Experience For Corporate Trust Operations VP Resume

  • The environment is generally comfortable with exposure to normal levels of elements such as dust, with minor fluctuations in heating or ventilation
  • There is minimal risk of injury to the incumbent
  • Occasionally required to travel (by air) to various regions within Canada for short periods at a time
  • Frequently required to attend meetings offsite at clients’ premises

List of Typical Skills For a Corporate Trust Resume


Skills For Corporate Trust Operations VP Resume

  • Each situation is unique and requires fresh thinking
  • A great attitude and willingness to learn about the banking industry
  • Initiate required administrative and operating instruction and procedures to ensure continued proper administration of new accounts
  • Solicit new business from present and prospective customers, often working closely with business development officers
  • The opportunity to make a difference - our culture thrives on idea-sharing, collaboration and the ability to create impact
  • Thorough knowledge of investments, and accounting transactions

Skills For Corporate Trust Administrator Resume

  • Reporting, Documentation, Record Retention, & Control Activities
  • A general practical knowledge and understanding of Trust deeds and associated legal documents
  • Basic general understanding of technicalities of UK tax legislation re IHT, CGT and income tax
  • Proficient with Excel, Word, and Access
  • Commitment to Computershare’s 5 Organizational Principles
  • Liase with the Maintenance Team to generate accounts numbers for required transactions
  • To complete annual KYC reviews as and when Corporate Trust London adopted entities come up for renewal
  • Help and assist with management presentations and MIS
  • Proficient in MS Office programs, especially Word and Excel

Skills For Corporate Trust Transfer Analyst Resume

  • A great attitude and willingness to learn about the trust industry
  • Work with a variety of clients and internal departments with a high level of professionalism
  • Commitment to Computershare’s Workplace Principles
  • Assume responsibility for complete administration of assigned corporate trust and/or agency accounts
  • An award-winning benefits packages that includes 100% company-funded health coverage (dental, vision and prescriptions), health care spending account, a flexible wellness program and cwbalance day (extra day off with pay!)
  • Our commitment to your success and development: On-going career conversations and personalized professional growth opportunities

Skills For General Manager, Corporate Trust Services Resume

  • Company ownership: Every employee has the opportunity to be an owner with our employee share purchase plan (ESPP)
  • Competitive salary and pay for performance incentives
  • Provide a variety of administrative and staff support services to an organizational unit
  • Well-developed ability to interpret contractual documents to decipher all aspects of cash and asset transactions
  • Maneuver through stressful situations timely and accurately
  • Provide a variety of administrative and operational staff support services to an organizational unit
  • Assist in preparation and control of records and reports

Skills For Corporate Trust Oversight Analyst Resume

  • In consultation with the SVP and New Business Committee, make decisions with respect to the review and acceptance of new business and fee proposals
  • Authorizes disbursement/investment of trust funds/ assets up to $500 million
  • Makes decisions with respect to delegation and assignment of work
  • Determines policy and procedure standards for department
  • Approves final Performance ratings for departmental staff
  • Some knowledge of relevant trust and company law and fiduciary principles legislation and regulatory requirements
  • Knowledge and application of “Proceeds of Crime Law” and regulatory guidelines

Skills For Corporate Trust Business Manager Resume

  • Some Commercial and fiduciary risk awareness
  • Be familiar with administration activities in line with current laws, regulations and group practices
  • Accurately process assigned tasks related to payment processing, rate calculations, securities processing, fee billing, secured storage facility and reconciliation research in compliance with policies and procedures
  • Approves departmental expenditures

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