Trust Operations Resume Sample

13 votes
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Evans Abshire
58966 Jerome Underpass,  Los Angeles, CA
+1 (555) 936 9877

Work Experience

Trust Operations Accountant, Associate
05/2017 - PRESENT
Houston, TX
  • Managing in Trust Operations or Securities Processing environment
  • Performs verifications and approvals of general ledger and DDA transactions
  • Approve wires to be released for the business upon verification of supporting documentation
  • Facilitate foreign wires or new wire template request for the business with Payment Services upon verification that the transactions have the necessary approvals
  • Verification of PASSHE settlement reporting figures daily to ensure accuracy with Web INFOPLU$ data
  • Verify population control with our check vendors to ensure all checks/advices have been received as required
  • Validating checks/advices are being mailed as directed by the business
  • Process reversals or correction of cash transactions as requested and any offsetting funding transactions
  • Research and resolve returned deposited checks
Trust Operations Analyst
11/2014 - 04/2017
Phoenix, AZ
  • Record stats as they relate to processing of ACH, wire, and check transactions
  • Perform daily balancing of the Total Cash system with Trust3000 for cash transaction and resolve any out of balances as needed
  • Respond to inquiries as the related to the escheatment of funds and processing any necessary transactions to resolve
  • Ecurities industry experience
  • Knowledge of accounting principles as needed by job
  • Knowledge of M&T systems
  • Solid experience in retirement industry or in auditing / financial sectors
  • Proficiency in written and spoken English and Chinese, Mandarin is desirable
  • Proficiency in MS-Office applications: Word, Excel and PowerPoint
Data Tools Analyst Trust Operations
10/2008 - 09/2014
Detroit, MI
  • Be a good team player with excellent communication and interpersonal skills
  • Be able to meet deadlines and work under pressure
  • Strong organizational skills and attentive to details with high accuracy
  • Responsible for being current with a variety of the field’s concepts, practices and procedures
  • “LIVE” the Bank’s Mission Statement and “PRACTICE” the Bank’s Corporate Strategy
  • Partnering with technology groups to define business requirements, perform user acceptance testing and implement complex changes
  • Developing side by side analysis to quantify capabilities and identify gaps between existing and proposed processes or applications
  • Problem-solving to identify an issue's root cause and its most viable remedy
  • Testing the feasibility of new ideas, developing and documenting new processes, and re-engineering existing functions to capture efficiencies or reduce risk


University of Mount Union
2002 - 2007
Bachelor's Degree in Finance

Professional Skills

  • Technical skills include excellent communication skills, both oral and written, and the ability to be highly adaptable to a changing environment
  • Excellent written and verbal interpersonal communications skills
  • Analytical experience, reporting experience, or a combination of both
  • Experience in managing outsourced providers of technology and business services
  • Has an advanced ability to communicate effectively, in writing and verbally, with all levels
  • Experience managing Trust business processes in accordance with regulatory, policy and control requirements
  • Experience in fiduciary or broker / dealer financial services organizations

How to write Trust Operations Resume

Trust Operations role is responsible for research, software, finance, securities, auditing, payroll, reporting, security, communications, tax.
To write great resume for trust operations job, your resume must include:

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

Contact Information For Trust Operations Resume

The section contact information is important in your trust operations 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 Trust Operations Resume

The section work experience is an essential part of your trust operations 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 trust operations responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular trust operations position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Trust Operations resume experience can include:

  • Developing and articulating subject matter expertise on a variety of functions responsible for critical transaction processing
  • Assisting with monitoring and delegating daily work assignments
  • During peak times and vacation times assisting with covering desks within the Wilmington Trust Vault
  • Working with regulatory, audit, compliance, risk, or other associated teams to identify and resolve operating risks and issues
  • Performing monthly self-audit and reporting results
  • Working independently with considerable latitude, compile, analyze and interpret data to make strategic and tactical recommendations to business managers

Education on a Trust Operations Resume

Make sure to make education a priority on your trust operations resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your trust operations 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 Trust Operations Resume

When listing skills on your trust operations 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 trust operations skills:

  • Five years directly related work experience in fixed income or securities settlement and administration
  • Experience in trust/brokerage
  • Trust operations experience
  • Possesses Trust or Bank payments experience
  • Has proven ability to function in a deadline-oriented environment
  • Payroll Tax experience

List of Typical Skills For a Trust Operations Resume


Skills For Trust Operations Analyst Resume

  • Using statistical analysis to solve complex operational, systems related and/or customer issues with potential large-scale financial risk
  • Working with individuals inside and outside of Trust to draft Trust operations policies, procedures and controls
  • Participating in projects as assigned
  • Improves administration, oversight, and monitoring process by recommending changes in management monitoring, assessment, and practices
  • Improves oversight process by recommending changes in monitoring, and assessment in the internal control structure and in operating processes
  • Leadership role in conducting the annual physical audit, exception resolution and reporting responsibilities

Skills For Trust Operations Accountant, Associate Resume

  • Complete necessary metric reporting, and trend analysis in support and identification of operational operating efficiencies and risk mitigation efforts
  • Coordinate access for Trust Accounting systems, including SEI suite of applications
  • Coordinates end user application/system entitlement reviews and reporting
  • Developments policies, procedures, and controls related to oversight and monitoring of sub-custodian, external banks, and internal suspense accounts
  • Reviews control and reconciliation reports related to oversight and monitoring of sub-custodian, external banks, and internal suspense accounts
  • Has an advanced understanding of operations policies and procedures

Skills For Trust Operations Analyst / Liaison Resume

  • Support ongoing records management for the Trust Company
  • Extremely detail oriented with a passion for doing tasks right the first time
  • Processes Repo trades, collateral calls, and margin calls for IVR and maintain logs used for IVR reporting
  • Provide subject matter expertise around the processing of securities movement and physical vault transactions
  • Research and bring to resolution for Wilmington Vault issues raised to Trust & Investment Services by internal clients, external vendors or counter-parties
  • Developments policies, procedures, and controls related to administration of end user application/system access controls
  • Communicates progress and findings by providing information in status meetings; highlighting unresolved issues; preparing final control summary and performance reports
  • Assesses risks and internal controls by identifying areas of non-compliance; evaluating manual and automated financial processes; identifying process weaknesses and inefficiencies and operational issues

Skills For Director, Trust Operations Resume

  • Supports internal audit, compliance, risk, and information security functions by coordinating information requirements
  • Develop plans for internal operational processing control by understanding organization objectives, structure, policies, processes, internal controls, and external regulations; identifying risk areas
  • Performs securities related activities to include posting of transaction reversals, cost basis adjustments, shadow accounting, internal securities movement, asset receipts and deliveries for assets held in the Trust Company vault along with periodic audits of said assets, and asset gifting
  • Coordinate mutual fund share class conversions on our customer’s behalf
  • For the Trust Company CDA (cash deposit account), post transactions and reconcile the position daily, verify income posting and rates, and move assets and asset income for collateral purposes

Skills For Senior Trust Operations Analyst Resume

  • Analyzes information/data for reasonableness, research unusual data and processes transactions
  • Reviews reconciliation reports related to security positions held at the custodian
  • Willingness to learn new financial instruments and processes
  • Research, compile, and perform complex analysis on critical operational data
  • Independently provide summaries and make strategic recommendations on operational data. Possess excellent troubleshooting, resolution, technical, and critical thinking skills
  • Partner and coordinate with other functions on projects
  • Coordinate file room conversion

Skills For Trust Operations Unit Manager Detroit Resume

  • Post and balance wire transactions in the trust system
  • Provide coverage on other desks in unit
  • Work independently and research and resolve problems Ideal Qualifications
  • Actively pursue collection of Agency Overpayments due to Ultimate Software by contacting Tax Agencies, requesting refunds, processing amended returns, requesting payment from customers
  • Coordinate month-end P&I reporting to Corporate with Trust Accounting team
  • Process PPAs for Tax Notices and Tax Amendments
  • Proficiency with Microsoft Office applications: Word, and Excel

Skills For Administrator, Trust Operations Resume

  • Provides training, guidance, and assistance to team members with daily activities as needed. Completes special projects as requested by the Supervisor or Manager. Recommends process improvements and procedure changes
  • Processes trades received via fax, phone, email, or mail for all trust company client accounts
  • Corresponds via phone, e-mail and meetings with other Invesco offices, departments, and personnel to ensure continuity of work
  • Partner with internal clients in the development of operational processes and procedures in support of Wilmington Vault
  • System entitlements; gather appropriate information from vendors to comply with

Skills For Trust Operations Section Manager Resume

  • Entitlement requirements; respond to auditors request for information
  • Conduct house account, cash and security reconciliations
  • Provide support and participate in project teams as needed
  • Process SUI Credits

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