Senior Trust Officer Resume

James Taylor
52, Grant Street
Memphis, TN, 1762
881-6523-872

JOB OBJECTIVE

Seeking a senior trust officer position with a dynamic corporation where I can utilize my skills and experience to improve operations, increase profitability and enhance growth.

WORK HISTORY

Senior Trust Officer (1998 to 2003)
Accounting Career Network – Tennessee
Duties:

  • Applied deep knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth and ultra high net worth clients.
  • Partnered with a Relationship Manager or perform the role of Relationship manager in serving clients.
  • Contributed to growth of the wealth management business by participating in and initiating new client acquisition through leveraging fiduciary skills and knowledge in the marketplace.
  • Responsible for sourcing new business and expanding current relationships by initiating meetings with clients and prospects, and partnering with other company professionals in proactive, demand-creating activities.

Trust Officer, Private Bank (1994 to 1998)

JPMorgan Chase – Memphis, TN
Duties:

  • Interpreted the governing instrument and applicable law in order to establish account records, including payment and fee schedules.
  • Responded to client issues, anticipate client needs, and prepare for and participate in client meetings with Trust Manager.
  • Worked with the Tax Department and counsel on income, gift, estate, and generation skipping taxes for the trust/estate and its beneficiaries.
  • Responded to requests from beneficiaries for discretionary distributions.
  • Overseen work performed by various Private Banking operational groups to ensure the smooth operation of the trust and estate accounts.
  • Communicated with portfolio managers regarding investment objectives and liquidity needs.

Trust Administrator (1991 to 1994)
Fifth Third Bank – Nashville, TN
Duties:

  • Prioritized and organized workflow, as well as corroborated all facets of the operation and administration of client accounts. Furthermore, the Corporate Trust.
  • Ensured compliance and customer satisfaction to the highest standards of the bank.
  • Reported directly to the Relationship Manager.
  • Played a critical role in providing the best service to our clients.
  • Responsible to perform ongoing administrative activities for BNY Corporate Trust Services.
  • Under the guidance of the Relationship Manager and Team Leader, responsible for much of the day to day administration of the portfolio, involving funds transfer, trade clearance, compliance monitoring and client service and communication.

EDUCATIONAL QUALIFICATIONS

Bachelor of Science Degree in Political Science (1991)
Tennessee State University, Tennessee, TN

SKILLS AND ABILITIES

  • Strong Knowledge and understanding of various state laws needed to independently analyze trust documents and administer trust accounts.
  • Proven ability to independently develop solutions to problems of moderate scope and complexity.
  • Exceptional verbal and written communication skills.
  • Demonstrated ability to interact with senior management on a regular basis.
  • Outstanding analytical skills with the ability to exercise independent judgment consistent with department guidelines.
  • Strong knowledge of Microsoft Office Applications.