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trust administrator resume example with 18+ years of experience

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Summary

Skilled financial professional with 20+ years of financial services industry experience. Expertly creates customized financial strategies to meet client needs.

Highlights
  • Goal-oriented
  • Reliable
  • Excellent communication skills
  • People-oriented
  • Flexible
  • Excellent time management skills
  • Analytical
Accomplishments
  • Created strategies to develop and expand existing client relationships.
  • Structured team meetings to continue building strong client ties.
Experience
09/2013 to 2014 Trust Administrator Tiaa | Palo Alto, CA,

Actively managing the affairs of one family member of a five member family in a private Family office. Assets exceed $10billion. Discussions of details are bound by confidentiality.

06/2006 to 04/2013 Trust Administrator Tiaa | , ,
  • Actively managing over 200 high net worth clients' accounts totaling $400 million market value. Includes aspects of team coordination of investment and tax personnel , estate planning partners and associates.
  • Coordination and management of family office management for top 50 relationships in excess of $10 million.
02/2003 to 06/2006 Trust Administrator Tiaa | , ,
  • Management of 200-250 high net worth clients' accounts totaling $200 million in market value as well as 400 insurance trusts.
  • Completion and integration of estate settlements within the trust group.
09/2001 to 06/2002 Director of Planned Giving Dartmouth College | , ,
  • Initiated planned giving strategies for law school alumni.
  • Interface with School of Management to implement overall planned giving initiatives for Suffolk University.
06/1998 to 09/2001 Assistant Vice President and Client Service Officer Marquette University | , ,
  • Coordination and management of 200 non profit institutional clients' charitable asset accounts with a combined market value of $450 million.
  • Clients included colleges and universities.
06/1996 to 06/1998 Assistant Vice President and Client Service Officer Tiaa | , ,
  • Organization and management of 200 individual trust accounts totaling $100 million.
  • Retention of existing business and development of new business exceeded goals.
1994 to 2000 Adjunct Professor | , ,
  • Adjunct professor in Sawyer School of Management.
  • Motivation and teaching of graduate students for Strategic Management, Finance and Organizational Behavior.
1996 to 06/1996 Trust Administrator NA | , ,
  • Active management of 250 high net worth clients' accounts totaling $200 million in market value.
  • Support to Client Service Officer for investment and administration issues and initiatives.
Education
Expected in to to B.S | Management & Economics Worcester State College, , GPA:
Expected in to to MBA | Suffolk University School of Management, , GPA:
Expected in to to Certificate Trust & Estate Settlement | Williams College Trust School, , GPA:

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Resume Overview

School Attended

  • Worcester State College
  • Suffolk University School of Management
  • Williams College Trust School

Job Titles Held:

  • Trust Administrator
  • Trust Administrator
  • Trust Administrator
  • Director of Planned Giving
  • Assistant Vice President and Client Service Officer
  • Assistant Vice President and Client Service Officer
  • Adjunct Professor
  • Trust Administrator

Degrees

  • B.S
  • MBA
  • Certificate Trust & Estate Settlement

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