Trust Manager Resume Samples

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D Goyette

Dagmar

Goyette

319 Mathew Land

Dallas

+1 (555) 912 4483

319 Mathew Land

Dallas

Phone

p +1 (555) 912 4483

Experience Experience

Chicago, IL

Trust Manager

Chicago, IL

Thompson-Schiller

Chicago, IL

Trust Manager

Hires and trains staff, establishes and monitors performance goals, coaches employees, and recognizes and rewards performance results
Delivering high quality service to all clients working with Wealth Advisors / Relationship managers to ensure longevity of relationship
Prepares and reviews management and exception reports
Manages the unit budget by increasing revenue, controlling costs, and reducing expenses
You will provide technical and other support to your team
You will effectively act as an ambassador for the WA, Guernsey Platform enhancing their network of external and internal contacts
Playing a significant role in risk mitigation, and proactively identifying and managing any potential issues while driving awareness of the relevant regulations and policies among your peers

Los Angeles, CA

Manager, Trust

Los Angeles, CA

Swaniawski, Douglas and Rippin

Los Angeles, CA

Manager, Trust

Develop strong internal and external networks and referral sources
Provide overall leadership, supervision, coaching and development to team members
Drive and improve upon existing weekly, monthly, and annual processes...streamline processes and reduce non-value added work
Manage stakeholder expectations and communications while providing oversight for issue resolution in a complex matrixed organization
Primary relationship manager for a portfolio of accounts including large and complex situations
Relationship Management
Develop and implement strategies to increase the scope of services to existing and potential clients

present

Boston, MA

Manager Trust Services

Boston, MA

Schiller and Sons

present

Boston, MA

Manager Trust Services

present

Develop a high performing Trust team by embedding formal performance development process, coaching and mentoring of the Trust Officers
Deciding and initiating action
Spot check of daily incoming and outgoing mail, faxes,e-mails, and telephone enquiries from clients and guide the Trust Officers when a problem arise
Relating and networking
Delivering results and meeting customer expectations
Planning and organising
Coping with pressure and setbacks

Education Education

Bachelor’s Degree in Business Administration

Northwestern University

Bachelor’s Degree in Business Administration

Skills Skills

Considerable technical expertise and knowledge of the Trust division, its products, processes, and related bank and regulatory regulations
Good Communicator/Influencer
Demonstrated ability to effectively judge and manage individual/company/client risk while exercising discretion
Ability to provide expert leadership and guidance on sales processes and customer calling programs
Excellent organizational and time management skills to meet critical timelines
Ability to effectively manage the most complex trust unit functions in operations, processes, compliance, sales, and relationship management
Experience building and maintaining professional HV client relationships
Excellent written and verbal communication skills
Agile/Adaptable
Ability to provide leadership and guidance on sales processes and customer calling programs

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Manager Trust Services Resume Examples & Samples

Keep abreast of knowledge and skills relevant to the fiduciary industry by reading all communication received from the legal department and attending all informative sessions (updates received from legal department, broadcasts, Economics, Cost to company etc.)
Evaluate all new files for correctness, feasibility and addressing the potential risks (financial and legal implications)
Check that all new files have been captured and added correctly on the trust system by the Trust Officer and that all assets have been received
Evaluate and approve/decline all requests from the Trust Officer for financial assistance with motivation for decision within approved boundary of R400 000.00- R800 000.00 Investment approval
Look at files that are not financially viable and get rid of them by looking at other options, e.g. increasing the fees and getting other Trusteeship. If uncertain escalate to the Branch Manager
Check all types of Trust assets, Policies, Investments and fixed properties (i.e. farms, houses etc) by overseeing that the Trust Officers make correct entries on the system for approval
Check that assets are bought, sold or rented at the best possible price and in the best interest of the Beneficiary/ Trust by sending them to an approved Evaluator
Check and monitor that all trusts assets have been adequately and timeously insured by the approved insurer
Check that all Municipality rates and taxes and rent agencies have been paid timeously by the Trust Officers
Check that properties that are rented monthly or per period is collected timeously. If not, that any outstanding payments are addressed through the approved panel of Attorneys to collect the outstanding monies
Evaluate, approve /decline continuous monthly and daily debit orders and ad-hoc requests in terms of the client's needs analysis and trust mandates
In more complex cases prepare requests from clients for approval by the Branch Manager
Interact with Funds/ Executors/ Attorneys/ Co-Trustees/ Masters Office/ Road Accident Fund & South African Revenue Services (where applicable) to discuss the Trust
Be involved in complex trust cases and be part of communication with clients in the office and externally
Manage various daily, monthly, annual reports e.g. Investment Trust, New Trust, Trust in creation, Maintenance and Outstanding Insurance
Ensure that the correct procedures are executed with the Maintenance and Existence Certificates to clients by the end of March every year (where applicable), by drawing up a report from the system indicating all the cases where certificates were not received and ensure that the Trust officers follows up
Provide guidance to the Trust Officers with the tracing of beneficiaries via Central Information System, Information Tracing System and /or Tracing Agencies (where applicable)
Evaluate and approve the final termination statements
Approve the final payments to clients, by checking the calculations and ensuring that it is the correct client, correct beneficiary, correct account and that tax is paid to SARS
Approve the prepared terminated file for hand over to the strongroom and checking that the Compliance Policy is adhered to
Administer the process of paying of funds to the Guardian funds when the beneficiaries are not traceable
In more complex cases interact with walk-in and telephone clients on a daily basis, with regards to complaints, queries, legal advice etc
In more complex cases or cases that have been escalated by the Trust Officer, the Manager should attend to requests/queries received per sms, e-mail, mail or fax, within 48 hours
Ensure that the Trust Officers provide feedback to clients is continuously of processes, procedures and progresses thereof
Ensure that the Trust department keeps to the guidelines of the Service Level Agreement with Funds and other parties by checking that the Trust officers follow up on the prescribed guidelines
Spot check of daily incoming and outgoing mail, faxes,e-mails, and telephone enquiries from clients and guide the Trust Officers when a problem arise
Approve all correspondence of more serious nature as indicated by the Branch Manager
Keep abreast of the latest available investment types by knowing what the different interest rates are, the potential capital growth as well as potential risk
Keep abreast of the different investments suitable for individuals and Trust by reading the financial and media reports and meeting with the Absa Fund Managers to discuss the current economic trends on a monthly basis
Manage the revision of existing investment proposals - annually or as prescribed ( i.e. If the value is in excess of R1.5 million, this is done every six months and if there are changes they are done annually)
Understand the Absa Approved Investment Policy, Absa Approved Policy and Absa Trust Investment Policy by checking that investments are placed as approved, i.e. approving investments from R400, 000.00- R800, 000.00 and escalating to the Branch Manager, investments that are from R800, 000.00- R1.5 million and investments that are above R1.5 million, to be tabled to the Investment Committee
Manage the regular revision of investments portfolios by the Branch Manager as per the prescribed office policy
Evaluate, approve/decline investment proposals with a motivation for decision
Manage the liquidity of funds as well as ensuring the timeous investment of surplus funds on a daily basis, by getting the monthly report of all Trust with investments of balance of R10 000.00 or more
To ensure that the Trust Officer follows up on Investments of R10 000.00 or more and invest the monies with the approved investment companies
Check reports on a monthly basis for discrepancies, e.g. Reconciliations between the Trust systems and banks accounts and all Trusts in excess of R10 000.000 etc
Work through and correct transactions/details where applicable by ensuring that the action is executed per the Investment decision, i.e. the Investment Product Type is paid to the right Investment
Check that all hand fees are taken timeously (where applicable) by the Trust Officer from the Annual Statements
Indicate on report/s reasons for discrepancies, sign off and date as per prescribed rules
Finalize the reports on/or before the agreed date and file for audit purposes
On a daily basis make use of various Investment models, Investment reports, Liquid Investment greater than R10 000.00 or R30 000.00 and termination on report, before the termination date, in order to make sure that the money has been invested properly
Spot check the capturing of transactions by the Trust Officer for the correct codes and language usage
Evaluate the short statements as prescribed by February every year for the correctness of the codes and the language usage and all the entries are correct
Follow up on outstanding beneficiary address and / or Trustee address and update the trust system
Evaluate and approve the submission of IT12TR returns by the Trust Officers where
Applicable on/or before the due date and approve
Evaluate and approve the Provisional Tax returns where applicable on /or before the due date
Approve the payments of Trusts to SARS where applicable
For complex cases evaluate and control assessment for correctness and provide guidance to the Trust Officer
Draw reports on SARS E-filing of all the outstanding cases and ensure that the Trust Officer and ensure that Tax returns are completed, submitted and paid on time. (Where applicable)
Develop a high performing Trust team by embedding formal performance development process, coaching and mentoring of the Trust Officers
Coach the Trust Officers on the meaningful Performance Development discussions
Set and manage overall budgeted and related costs for head count at departmental level
Ensure that performance development plans are appropriately undertaken for all the Trust Officers and monitored on a quarterly basis
Establish and maintain a succession plan for the next level role using the formal Talent Management process for the identified talent and am informal process for the remaining roles
Create a suitable and a conducive atmosphere in terms of leadership skills by coaching and mentoring the Trust Officers thus ensuring that they meet the required organizational expectations
With the support of the Human Resources interview and recruit direct reports
Act as the first point for all grievances raised in the business unit
Approve leave request for direct subordinates for direct reports and ensure that leave planning is effective
Ensure that all poor performance is addressed through the ABSA performance Accelerator Programme and that continued poor performance is adequately dealt with
Develop appropriate Employed Opinion Survey (EOS) action items together with the team members and ensure that the items are executed
Identify training needs within the department and ensure that all the staff is trained on the training needs identified
Check the adherence to ABSA's compliance requirements and industry related legislations within teams and highlight the discrepancies to the Trust Officer and provide guidance
Check adherence to business processes and control practices for the team members and highlight the discrepancies to the Trust Officer and provide guidance
When discrepancies arise, map all the processes that have an impact in the area and ensure that they are understood bay all team members by explaining the processes
Own and agree corrective action items with the Internal Audit and Management Assurance for items related to the Trust Office. Ensure that a zero tolerance approach to audit findings is understood by the team and arrange issue assurance for closed audit findings
Complete required compliance attestation and check that the team also completes the required attestations
Check that the team members understand all compliance requirements and escalate to the Branch Manager to request for the area Compliance Officer to conduct briefing sessions if gaps are identified
NQF Level 6: B Degree
Advanced Estate & Trust Diploma or
LEAD Certificate in Deceased Estates or
Law degree /
B Comm. Degree
Commercial Degree ( Category 2 Products) or equivalent NQF6
Qualification of higher
Two (2 )years experience in intermediary services
Four (4) years experience within the Fiduciary environment as a Trust
Officer ( Essential)
Two years experience in managing people( Essential)
Five (5 )years experience within the Fiduciary environment as a Trust
Two ( 2) years experience in Intermidiary Services

Trust Investments Portfolio Manager Resume Examples & Samples

B.S. or B.A. in Finance or related field
Minimum 3+ years Financial Services Industry experience with investment products and Trust fiduciary standards
Designations of CIMA,AIF, CFA, or CFP desired
Experience with portfolio optimization and understanding of portfolio management software tools. (Morningstar, BondWorks, Bloomberg, Factset). Proficient in Microsoft Outlook and Microsoft Office Suite including Word, Excel, PowerPoint
Strong analytical, communication and problem solving skills are required as are strong organizational skills
Excellent communication and interpersonal skills, with demonstrated ability to deliver exceptional client service (intermediary and end client)
Professional presentation skills and demeanor. Must possess excellent business judgment and work well both independently and as a member of a high performance team
Proactive, innovative and creative skill set in order to meet client and firm needs. High energy level

Manager, Trust Resume Examples & Samples

Business Strategies & Execution
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 Financial Group
Provide professional support to team members and partner with an integrated team of wealth management professionals (investment, banking, trust, sales) to meet or exceed business objectives
Support MM in the execution of the regional Wealth Services business strategy within the regional Private Banking centers and P&C branches
Partner with MM in the development of the regional client, employee and community education strategies
Accountable for ensuring effective administration of all/a portfolio of Personal Trust Accounts – Estates, Trusts, Investment Administration and EnCircle within the regional market. The position is recognized as an expert in Trust administration
Primary relationship manager for a portfolio of accounts including large and complex situations
Develop strong internal and external networks and referral sources
Develop and implement strategies to increase the scope of services to existing and potential clients
Accountable for meeting or exceeding the regional client experience standards for trust and estate administration, investment administration and EnCircle businesses
Provide overall leadership, supervision, coaching and development to team members
Provide coaching on trust and wealth services products and services to trust professionals, Private Wealth Consultants, Financial Planners, Investment Advisors and other distribution channels in BMOFG
Manage service activities related to Personal Trust/Wealth Services lob administration in the local market centre
Promote and support a work environment that inspires innovation, creativity, collaboration and diversity
Supports MM as change agent for needed changes in the Personal Trust/Wealth Services Group and the Private Bank
Comply with all compliance requirements
Ensure adherence to Policies and Procedures for account administration within the market centre
University degree supported by Personal Trust Accreditation through Institute of Canadian Bankers or equivalent or a professional designation (C.A. or LLB)
Proven track record in administering and growing a profitable book of estate and trust accounts
Recognized as an expert Trust Administration in the Private Bank and in the industry
5 + years of related experience
Experience working with Aboriginal communities an asset
Capacity to establish and manage relationships with clients who may be bereaved or otherwise difficult to deal with
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

Corp Municipal Trust Manager Resume Examples & Samples

Five or more years of Corporate Trust account management experience
Advanced knowledge of the trust unit and division, its products, processes, and related bank and regulatory regulations
Preferred experience in banking operations, sales, compliance/law, accounting, corporate trust, sales, and/or customer service
Strong management skills, which include planning, budgeting, and performance management
Ability to handle complex and highest volume of accounts

Trust Portfolio Manager Resume Examples & Samples

Participates with Regions Trust administrators and clients to develop investment objectives and goals
May serve as a member of the IRC and participate in Regions Trust Regional Investment Review Committee
Cultivates new trust and investment management accounts and retain current relationships
Verbal and written communication
Analytical, organizational and presentation skills
Knowledgeable on sales techniques and possess sales aptitude

Trust Manager Scotiatrust Resume Examples & Samples

MS or Ph.D. in statistics, econometrics, economics or related quantitative field
Experience or strong training in statistical methodology such as linear regression, logistic regression, time series analysis, diagnosis test, goodness of fitness, sensitivity analysis and stress test
Strong programming skills in SAS or other statistical packages such as R or MatLab
Team work and commitment, strong communication skills are desired

Trust Manager Resume Examples & Samples

Prepare files for all local administration of estates, trusts and POA accounts
Liaise with clients and National Office during account administration where appropriate and needed
Partner effectively with Trust Officers, Property Managers, Investment Managers, Tax Officers, and Wills department to administer accounts and deliver excellent client service
Partner effectively with Regional Trust Managers to ensure a smooth hand-off during the account opening process
Identify potential account issues and escalate concerns appropriately
Pro-actively refer clients and beneficiaries to CIBC partners
Maintain professional knowledge of the administration of estates, trusts and powers of attorney/guardianship, including jurisprudence, legislation and regulations pertaining to the administration of Estates and Trusts
Travel to client properties to gather required information and liaise with 3rd party property management firms
Internal relationships, including Regional Trust Managers, Trust Officers, Property Management team, Tax Department, Investment Management Department, etc
CIBC partners including Wood Gundy, CPIC, Retail Distribution, Commercial Banking and PWM
Clients, families, co-executors/co-trustees, and beneficiaries
External relationships, including Professional Consultants, Advisors, Lawyers, Property Managers, Real Estate Agents and others
Strong interpersonal and communication skills to interact with a wide range of internal/external HV client relationships and professionals
Well-developed presentation skills to convey factual and conceptual ideas and information to internal/external CIBC Partners and HV client relationships
Well developed problem solving skills sufficient to create unique approaches and solutions to resolve complex, often unprecedented issues, within required legal and fiduciary requirements
A thorough knowledge of banking and related financial services typically obtained through a minimum of 3 years experience in the financial services industry
Experience building and maintaining professional HV client relationships
Willingness to complete professional accreditations such as the Member, Trust Institute (MTI); and/or Trust and Estate Practitioner (TEP) within a reasonable timeframe
Demonstrated ability to effectively judge and manage individual/company/client risk while exercising discretion
Well-developed planning and scheduling skills to establish priorities and provide optimal service
Excellent organizational and time management skills to meet critical timelines
Well-developed research and evaluation skills to make prudent recommendations
Bilingual – French & English both written and oral

Private Trust Manager Resume Examples & Samples

Provide leadership and direction to a high performing PT team ensuring the consistent delivery of a legendary client experience
Work collaboratively within the Specialized Services framework
Work with TD Wealth leadership team to execute an internal partnership strategy to better allow Wealth businesses to capitalize on internal referral opportunities
Raise the profile of the PT and TD Wealth team through partner and community involvement

Trust Manager Resume Examples & Samples

Be fully conversant with daily business processes, operational duties and related business activities
Set-up accounting and operational procedures and related functions in a newly founded Trust Company in accordinace with local rules/regulations as well as Credit Suisse internal procedures
Ensure Trust Management/Trust Accounting as well as client related onboarding and maintenance processes and procedures are implemented and followed locally (i.e., mandate acceptance, mandate maintenance and mandate termination processes) at the time of Go-Live fo the Trust Company

Trust Manager Resume Examples & Samples

1) Develop and execute the local Scotiatrust business plan in support of Scotiatrust's strategic objectives to profitably grow the business while delivering an exceptional client experience through timely and professional estate and trust administration
2) Prepare the Scotiatrust Branch budget and the ongoing control of revenue and expenses to ensure achievement of the approved net income plan
3) Manage more complex/higher profile client relationships and maintain and grow centre of influence relationships
4) Accountable for the overall quality and timeliness of client service in compliance with corporate policies and procedures
5) Accountable for the selection, motivation and development of the Scotiatrust Branch staff
Thorough knowledge of investments and taxes, real estate and financial statements
Successful completion of CSC
Thorough knowledge of Trust Accounting Principles and Personal Trust Policies

Trust Manager Resume Examples & Samples

You will hold direct administrative responsibility for a designated portfolio of trusts, companies and other wealth structures
Delivering high quality service to all clients working with Wealth Advisors / Relationship managers to ensure longevity of relationship
You will provide technical and other support to your team
Identifying client needs and delivering upon opportunities to drive up levels of client service
You will effectively act as an ambassador for the WA, Guernsey Platform enhancing their network of external and internal contacts
Ensuring the Platform is compliant with local regulatory requirements and support a positive relationship with the local regulator through strong governance
You have significant experience within the fiduciary trust and corporate administration field and
Be able to demonstrate first class client service delivering against needs and demands as a trusted relationship manager for high net worth clients
Proven experience of technical and complex transactions and clients
You possess a thorough knowledge of the commercial and industry environment
You will be flexible and professional when working under time driven pressures and will have excellent prioritisation and time management skills and be self-motivated and focussed on exceeding targets and goals
The role holder will have the ability to build, maintain and grow effective internal relationships which is essential
The role holder will use evaluative judgements based on the analysis of information to implement solutions
The role holder is likely to be educated to degree level and will hold a relevant professional qualification (such as the Society of Trusts and Estates Diploma or ICSA)
Fluent in English and an understanding of other languages is desirable

CIB Investor Services Trust & Fiduciary Manager VP-luxembourg Resume Examples & Samples

Academic background: a Master degree in Finance would be an advantage
A work experience in Custody, Transfer Agency, Cash Transactions or Fund Accounting experience would be an advantage
A good understanding of global market and instruments and Luxembourg legislations such as UCITS V and AIFMD would be required
Project Management skills would be an advantage
Strong analytical and organisation skills, independence and pro-activity
Ability to work on a high service quality level
Strong technical knowledge in MS Office applications- excel in particular
Written and spoken English is required. French and/or German would be an advantage

CIB Erisa & Trust Oversight Fiduciary Manager VP Resume Examples & Samples

Ensure that the bank’s trustee obligations are fully understood, documented, and met
Manage / provide oversight on assigned Fiduciary Managers
Design “Best in Class” Fiduciary Key Risk Indicators and MIS
Partner with Audit, Legal and Compliance to ensure full compliance with all applicable rules and regulations relating to ERISA
Identify potential fiduciary issues and work closely with the business to see these issues resolved, and
Partner with Sales Management, Client Service, Product Development, and Operations to continually refine and improve the products and services offered to JPMorgan’s pension and retirement clients, and strengthen the Custody and Fund Services operating model
Exceptional critical and analytical and management skills
Exceptional verbal and written communication skills, with proven track record in senior management and client reporting
Strong organizational, planning , documentation and project management skills
10 or more years experience in an oversight, supervisory or client facing capacity
Audit, risk management, compliance and/or regulatory experience preferred
Knowledge of ERISA, DOL and OCC CFR Reg 9 required

Trust Case Manager Resume Examples & Samples

You will have good client relationship skills and an understanding of administration processes and a sound understanding of legal, taxation and regulatory requirements, for this area of work, through experience of case management
Thee position requires regular communication with key contacts and the candidate will be required to deal with day to day administration and related project matters
You will also supervise less experienced members of the team providing leadership, assistance and guidance on a daily basis
In addition, you will undertake performance assessments for the direct reports and provide input to the performance assessment of team members, imparting feedback and coaching where required and managing poor performers if necessary
You will have strong client relationship skills and an understanding of administration processes and a sound understanding of legal, taxation and regulatory requirements, for this area of work, through experience of case management
This position requires regular communication with key contacts and you will be required to deal with day to day administration and related project matters
You will be expected to hold or to work towards the STEP qualification, the recognised qualification for trust practitioners
You will also be expected to have or develop an awareness of products available through Barclays Wealth & Investment Management and detailed knowledge of the steps required in on-boarding and ongoing trust management
LI-AM2

Manager, Private Trust Resume Examples & Samples

Provide leadership and direction to a high performing Private Trust team ensuring the consistent delivery of a legendary client experience
Raise the profile of the Private Trust and PWM team through partner and community involvement
Powerful communicator who engages colleagues, business partners, and external stakeholders
Demonstrated relationship building skills, with a superior ability to make things happen through the use of positive influence
Experience in the financial services industry in one or more sectors that may include wealth management, trust, banking, credit, investment funds, securities, and insurance
Excellent knowledge and understanding of the fiduciary services business, financial and investment markets
Experience running an organization with P&L responsibility
Passionate about creating legendary client experiences at every opportunity
Dynamic critical thinking, transparent and concise style
Expertise in working cross-organizationally with stakeholders at varying levels

Trust Manager Scotiatrust Resume Examples & Samples

Develop and execute the local Scotiatrust business plan in support of Scotiatrust's strategic objectives to profitably grow the business while delivering an exceptional client experience through timely and professional estate and trust administration
Manage more complex/higher profile client relationships and maintain and grow centre of influence relationships
Strong relationship management and communication skills

Manager Trust Services Resume Examples & Samples

Keep abreast of knowledge and skills relevant to the fiduciary industry by reading all communication received from the legal department and attending all informative sessions
Evaluate all new files for correctness, feasibility and addressing the potential risks
Evaluate and approve/decline all requests from the Trust Officer for financial assistance
Look at files that are not financially viable
Check all types of Trust assets, Policies, Investments and fixed properties (i.e. farms, houses etc)
Check that assets are bought, sold or rented at the best possible price and in the best interest of the Beneficiary/ Trust
Manage various daily, monthly, annual reports
Ensure that the Trust department keeps to the guidelines of the Service Level Agreement with Funds and other parties
Keep abreast of the different investments suitable for individuals and Trust
Manage the revision of existing investment proposals - annually or as prescribed
Check reports on a monthly basis for discrepancies, e.g. Reconciliations
Work through and correct transactions/details where applicable
Check that all hand fees are taken timeously

Trust Manager Resume Examples & Samples

Prepare GSF IR ‘MPR’ and other metric reporting information
Monitor for successful utilization of internal controls to mitigate risk and identify areas for improvement
Work with Admin to address and solve servicer issues
Prepare and provide training for deal teams on issues affecting multiple deals
Support and/or drive procedure reviews for GSF IR
Communicates business goals and objectives, assigns work goals/performance expectations, provides performance/development feedback and coaching, and reward/recognition of performance results
Defines quality service based on customer needs, wants, and expectations; aligns actions accordingly; remains sensitive and responsive to both internal and external customers; builds distinctive predictable levels of service; resolves problems quickly and effectively
Manages a staff, hires new staff, and trains employees to successfully meet business objectives
Maintains a high level of current knowledge and complies with all U.S. Bancorp policies and procedures and all applicable government regulations
Three to five years of experience in financial analytics and corporate finance
Seven or more years of experience in banking operations, sales, compliance/law, accounting, and/or customer service
Advanced knowledge of corporate trust related documents, analytical application of document language
Able to work independently and successfully partner with business teams
Ability to effectively manage complex trust unit functions and risks supporting broader operations, processes, compliance, sales, and relationship management activities
Ability to influence others to improve processes and controls
Strong management skills to include planning, budgeting, and people management

Private Trust Manager, Producing Resume Examples & Samples

Undergraduate Degree in a business related discipline
TEP – Trust & Estate Practitioner
CSI Tax Considerations for Estate & Tax
Completion of ICB courses
Professional Designations such as MBA, CA, LLB, CFA etc. are desirable, however are not required

Trust Manager Resume Examples & Samples

Leads a trust unit or units within the organization and acts to meet unit and divisional objectives
Develops and maintains unit policies, procedures, and training initiatives
Hires and trains staff, establishes and monitors performance goals, coaches employees, and recognizes and rewards performance results
Prepares and reviews management and exception reports
Serves as an expert resource for complex problem solving
Manages the unit budget by increasing revenue, controlling costs, and reducing expenses
Six or more years of experience in banking operations, sales, compliance/law, accounting, and/or customer service
Thorough knowledge of the Trust division, its products, processes, and related bank and regulatory regulations
Ability to effectively manage large trust unit functions in operations, processes, compliance, sales, and relationship management
Ability to provide leadership and guidance on sales processes and customer calling programs

Trust Manager Resume Examples & Samples

Prepare the Scotiatrust Branch budget and the ongoing control of revenue and expenses to ensure achievement of the approved net income plan
Accountable for the overall quality and timeliness of client service in compliance with corporate policies and procedures
Accountable for the selection, motivation and development of the Scotiatrust Branch staff
Thorough knowledge of Trust Accounting Principles and Personal Trust Policies is an asset

Gsfir Trust Manager Resume Examples & Samples

Six or more years of experience in structured finance, financial operations, compliance/law, accounting, and/or customer service
Two or more years of management experience
Ability to provide leadership and guidance on new business opportunities
Strong management skills to include planning, budgeting adherence and people management
Sound analytical and problem-solving skills

Corp Municipal Trust Manager Resume Examples & Samples

Eight or more years of Corporate Trust account management experience
Extensive knowledge of the trust unit and division, its products, processes, and related bank and regulatory regulations
Proven leadership and staff development expertise
Ability to understand and administer legal documents and the most complex transactions

Manager, Trust Services Resume Examples & Samples

Knowledge and in depth understanding of the securities industry
Knowledge and in depth understanding of trust company operational policies and procedures
Knowledge and in depth understanding of cost basis tracking and ability to update cost basis
Thorough knowledge of 1099 R, 1099 B, 1099 Div, and 1099 Int tax forms
Ability to multi-task while maintaining careful attention to detail
Ability to act with professionalism and diplomacy when communicating with a customer
Proficient with Microsoft Office software including Word, Excel, PowerPoint and Outlook
Strong written, listening and verbal communication skills, as well as effective telephone skills
Effective problem solving, time management and organizational skills
Minimum of 5 years of experience in a senior-level trust or financial operations role within financial services industry required

Trust Portfolio Manager Resume Examples & Samples

Provides direction, oversight, and leadership for the departments within the Trust Division
Develops and implements a business development plan and budget for the managed area
Maintains a high level of contact with major client relationships within the managed area
Administers assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships
Supervises the trust associates in the managed area, ensuring that they have the necessary training to perform and complete their duties within the appropriate guidelines
Participates in civic, community, banking, trust, and legal organizations
Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training
BS/BA Degree (4 year) from an accredited university/college or
Six to eight years of experience as a trust manager

Trust Manager Resume Examples & Samples

Playing a significant role in risk mitigation, and proactively identifying and managing any potential issues while driving awareness of the relevant regulations and policies among your peers
Being an ambassador for our brands, and you'll be celebrated for the skill, etiquette and discretion you bring to Trust Administration Services
Demonstrating respect, sophistication and discretion when communicating with our team and clients, and defining the standard for our future

Cib-investor Services Trust & Fiduciary Trustee Manager Resume Examples & Samples

Perform depositary oversight monitoring services in compliance with the applicable regulatory and internal requirements
Analyze regulated and unregulated alternative fund structures and assist in implementing applicable procedures
Assess documentation and information on alternative structures in relation to transactions and cash flows
Manage the client relationship in coordination with the commercial/client service relationship manager
Interact with internal teams and third party service providers (Auditor, Fund Administrator, etc)
Assist and participate in due diligence site visits on third parties
Prepare Board reports and assist in service reviews
Interact with various local and international J.P. Morgan teams
Participate in team strategic projects
Academic background: a degree in Law or Finance would be an advantage
Experience with Private Equity and Real Estate Funds
Work experience in Custody, Transfer Agency, Cash Transactions or Fund Accounting would be an advantage
Written and spoken English is required, German language skills would be an advantage
A good understanding of Luxembourg market and regulatory framework (i.e. AIFMD, UCITS V)
Strong analytical and organization skills, independent and pro-active, motivated to learn
Ability to work as a team member and ensure a high service quality level focused on client
Strong technical knowledge in MS excel

Trust & Probate Manager Resume Examples & Samples

Bachelor's degree and a JD, or equivalent work experience
Eight or more years of personal trust and/or estate planning experience
Familiar with the local legal community
Advanced knowledge of estate settlement, gifting, income, estate and multi-generational taxation and trusts
Advanced knowledge of fiduciary services
Well-developed analytical and problem solving skills

Institutional Trust Acct Manager Resume Examples & Samples

Associate's degree, or equivalent work experience
Two to four years of experience in institutional trust and/or financial industry
Thorough knowledge of trust administration, products and sales
Thorough knowledge of account management, trust operations, project management, and legal regulations
Ability to develop new business

Manager, Trust Resume Examples & Samples

Collaborate with regional eBay teams, as well as Customer Trust teams in North America and Europe to manage key marketplace policies that enable continued growth while keeping a high standard for sellers
Participate in and deliver trust related projects that highlight key insights for making critical business decisions, such as policy changes
Drive and improve upon existing weekly, monthly, and annual processes...streamline processes and reduce non-value added work
Manage stakeholder expectations and communications while providing oversight for issue resolution in a complex matrixed organization

Senior Manager, Raymond James Trust Resume Examples & Samples

Lead a group who opens and funds new trust accounts, including but not limited to, irrevocable trusts, revocable trusts, agent for trustee, beneficiary IRAs, trusteed IRAs, resulting trusts, custody accounts
Lead those who are tasked with well-defined workflows within each unit, and is responsible for creating metrics that measure accuracy and speed of the workflow completion in each unit and reporting results to senior trust leadership on regular basis
Deliver reports of account openings and funding metrics to senior level trust leadership
Identify and implement changes in workflows and processes that will drive better results in accuracy and speed
Mentor associates to improve their abilities to complete workflows in a more timely and accurate manner, while staying focused on creating an excellent client onboarding experience
Maintain extensive contact with internal and external customers to identify, research and resolve problems
Performs human resource management activities, including identifying performance problems and approving recommendations for remedial action; evaluating performance; and interviewing and selecting staff
Assigns accounts on rotational basis, monitors, and reviews, evaluates, and leads the work of others
Tracks the timeline and status of each account within each unit
Interprets and applies organizational policies and procedures
Participates in establishing metrics to gauge performance of staff and developing processes and procedures to ensure accurate, efficient and timely work flow
Performs periodic reporting on work progress, project completions and additional ad-hoc reporting as needed
Maintains proficiency in each area of responsibility by handling select number of cases associates are responsible for completing the workflows
Ensures that the workflows of subordinates who are out of office continue to be completed timely
Manages effective coordination amongst work groups
Supervisory management principles and practices
Concepts, principles and practices of assigned functional area
Investment concepts, practices and procedures used in the trust business
Principles of trust operations
Account opening process and procedures
Various trust, agency, settlement services
Implementing processes and procedures for accurate, efficient and timely work flow
Preparing management reports
Coach and mentor others
Balance conflicting resource and priority demands
Maintain proficiency in each area of responsibility by handling select number of cases that associates are responsible for completing the workflows
Incorporate needs, wants and goals from different business unit perspectives into operational processes
Read, interpret, analyze and apply information from job-related publications
Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes

IWA Portfolio Manager IWA Trust Iwatad Resume Examples & Samples

Assist in the analysis of portfolios consisting of a range of investable assets, including money market instruments, debt securities, and equities; and at times inclusive of alternative assets
Convey the purpose and benefit of investment decisions, asset allocation, and assist in drafting for external clients investment policy statements
Assist in the analysis and recommendations regarding the Division’s asset allocation models; actively participate in rebalancing the models and associated accounts
Assist in the analysis of prospect or client’s determinants of their financial risk / return criteria and objectives, at times incorporating somewhat unique circumstances, and recommend to more senior investment and/or relationship management staff the appropriate asset allocation to achieve their financial goals
Being inquisitive and somewhat knowledgeable of current tax regulations as they apply to individuals, corporations, partnerships, foundations and successions; assisting in analyzing the impact of such on investment recommendations
Communicates with relationship managers, and in conjunction with them or more senior portfolio management staff outside product and service providers, service partners – CPAs, attorneys, other professionals as necessary to formulate solutions to specific client needs
Interfaces with the Trust Management Committee on specific account related investment and asset management issues
Conducts formal regulatory investment review (Reg 9) for model driven or less complex accounts
Assist in the development of new business
Assist investment and relationship management with client calling, retention and expansion efforts
Working in concert with the bank’s officers, lenders and trust relationship management staff
At times engage in internal speaking and presentation opportunities, to further the awareness of our fiduciary and asset management services; assist in external presentations

Senior VP, Trust Manager Resume Examples & Samples

Advanced degree and/or professional designations a plus
Knowledge of trust administration, estate planning strategies, and tax matters as it applies to trusts and estate planning
Knowledge of investment markets and vehicles

Trust Manager Resume Examples & Samples

Eight or more years of experience in banking operations, sales, compliance/law, accounting, and/or customer service
Considerable technical expertise and knowledge of the Trust division, its products, processes, and related bank and regulatory regulations
Ability to effectively manage the most complex trust unit functions in operations, processes, compliance, sales, and relationship management
Ability to provide expert leadership and guidance on sales processes and customer calling programs
Superior risk management skills

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