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Huck Smith
Trust Operations Assistant
Summary
Highly motivated and experienced Trust Operations Assistant with a deep understanding of trust accounting principles and regulatory guidelines. Expertise in reconciling trust accounts, processing wire transfers, monitoring for suspicious activity, and assisting with financial reporting. Proven ability to communicate effectively with clients, attorneys, and beneficiaries. Seeking a challenging role where I can contribute my skills and advance my career in trust operations.
Education
Bachelor’s Degree in Accounting
August 2015
Skills
- Trust Accounting
- Income Distribution
- Trust Administration
- Estate Accounting
- Fiduciary Accounting
- Financial Reporting
Work Experience
Trust Operations Assistant
- Communicated with clients, attorneys, and beneficiaries to provide updates and answer inquiries related to trust accounts.
- Maintained detailed records and documentation of all trustrelated transactions.
- Participated in internal and external audits to ensure compliance with regulatory and internal policies.
- Utilized trust accounting software and technology to efficiently manage and track trust accounts.
Trust Operations Assistant
- Reconciled trust accounts daily, ensuring accuracy and compliance with regulatory guidelines.
- Processed and reviewed incoming and outgoing wire transfers, adhering to established procedures.
- Monitored trust accounts for suspicious activity and reported any discrepancies or potential fraud to management.
- Assisted with the preparation of financial statements and other reporting requirements for trust clients.
Accomplishments
- Established and implemented a streamlined trust onboarding process, reducing turnaround time by 20%.
- Developed and maintained a comprehensive compliance program to ensure adherence to all regulatory requirements governing trust operations.
- Automated trust account reconciliation processes, resulting in a 50% increase in efficiency.
- Supervised a team of trust operations specialists, providing guidance and training to ensure seamless trust administration.
- Developed an online trust portal for beneficiaries, providing secure access to trust information and reducing administrative burden.
Awards
- Received the Trust Operations Excellence Award in recognition of outstanding contributions to trust administration and compliance.
- Recognized by the industry association for exceptional performance in trust account management.
- Achieved certification in Trust Operations Administration, demonstrating proficiency in industry best practices.
- Received the Presidents Award for Excellence in Customer Service in recognition of exceptional communication and support to trust beneficiaries.
Certificates
- Certified Trust and Financial Advisor (CTFA)
- Certified Trust Specialist (CTS)
- Registered Trust and Estate Professional (RTEP)
- Society of Trust and Estate Practitioners (STEP) Member
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How To Write Resume For Trust Operations Assistant
- Highlight your experience in trust accounting and regulatory compliance.
- Showcase your skills in reconciling accounts, processing wire transfers, and monitoring for suspicious activity.
- Emphasize your ability to communicate effectively with clients and other stakeholders.
- Demonstrate your proficiency in trust accounting software and technology.
- Include any certifications or training related to trust operations.
Essential Experience Highlights for a Strong Trust Operations Assistant Resume
- Reconcile trust accounts daily, ensuring accuracy and compliance with regulatory guidelines.
- Process and review incoming and outgoing wire transfers, adhering to established procedures.
- Monitor trust accounts for suspicious activity and report any discrepancies or potential fraud to management.
- Assist with the preparation of financial statements and other reporting requirements for trust clients.
- Communicate with clients, attorneys, and beneficiaries to provide updates and answer inquiries related to trust accounts.
- Maintain detailed records and documentation of all trust-related transactions.
- Participate in internal and external audits to ensure compliance with regulatory and internal policies.
Frequently Asked Questions (FAQ’s) For Trust Operations Assistant
What are the primary responsibilities of a Trust Operations Assistant?
The primary responsibilities of a Trust Operations Assistant include reconciling trust accounts, processing wire transfers, monitoring for suspicious activity, and assisting with financial reporting.
What skills are required for a successful Trust Operations Assistant?
Successful Trust Operations Assistants typically possess a strong understanding of trust accounting principles, regulatory guidelines, and trust administration procedures. They are also proficient in trust accounting software and technology, and have excellent communication and interpersonal skills.
What is the career path for a Trust Operations Assistant?
Trust Operations Assistants can advance to roles such as Trust Officer, Trust Administrator, or Trust Manager. With additional experience and qualifications, they may also pursue leadership positions in trust operations or related fields.
What is the job outlook for Trust Operations Assistants?
The job outlook for Trust Operations Assistants is expected to be favorable in the coming years, due to the increasing demand for trust services and the need for qualified professionals to manage trust accounts and ensure compliance with regulatory guidelines.
What are the earning prospects for Trust Operations Assistants?
The earning prospects for Trust Operations Assistants vary depending on experience, qualifications, and location. According to the U.S. Bureau of Labor Statistics, the median annual salary for Trust Operations Assistants was $74,590 in May 2021.
What are the educational requirements for a Trust Operations Assistant?
Most Trust Operations Assistants hold a bachelor’s degree in accounting, finance, or a related field. Some employers may also require or prefer candidates who have earned a professional certification in trust operations, such as the Certified Trust and Fiduciary Advisor (CTFA) certification.