LiveCareer
LiveCareer
  • Dashboard
  • Jobs
  • Resumes
  • Cover Letters
  • Resumes
    • Resumes
    • Resume Builder
    • Resume Examples
      • Resume Examples
      • Nursing
      • Education
      • Administrative
      • Medical
      • Human Resources
      • View All
    • Resume Search
    • Resume Templates
      • Resume Templates
      • Nursing
      • Education
      • Medical
      • Human Resources
      • Customer Service
      • View All
    • Resume Services
    • Resume Formats
    • Resume Review
    • How to Write a Resume
    • CV Examples
    • CV Formats
    • CV Templates
    • Resume Objectives
  • Cover Letters
    • Cover Letters
    • Cover Letter Builder
    • Cover Letter Examples
      • Cover Letter Examples
      • Education
      • Medical
      • Human Resources
      • Customer Service
      • Business Operations
      • View All
    • Cover Letter Services
    • Cover Letter Templates
    • Cover Letter Formats
    • How to Write a Cover Letter
  • Jobs
    • Mobile App
    • Job Search
    • Job Apply Tool
    • Salary Calculator
    • Business Letters
    • Job Descriptions
  • Questions
  • Resources
  • About
  • Contact
  • 0Notifications
    • Notifications

      0 New
  • jane
    • Settings
    • Help & Support
    • Sign Out
  • Sign In
Member Login
  • LiveCareer
  • Resume Search
  • Trust Associate
Please provide a type of job or location to search!
SEARCH

Trust Associate Resume Example

Resume Score: 80%

Love this resume?Build Your Own Now
TRUST ASSOCIATE
Summary

Analytical and dedicated to understanding policies and procedures applicable to administration aligning reality with regulation and compliance. Has achieved success in a variety of roles with increasing levels of responsibility such as training new trust associates in office and at times other offices. A go to person mainly for my off but also help other associates in my region as well as in other states. Have occasionally assisted partners in compliance with questions as well as the help desk. Has very good organizational skills that helps me be proactive to client needs.

Highlights
  • Reliable
  • Flexible
  • Time management
  • Dedicated team player
  • Attention To Detail
  • Problem Solver
  • Professional and mature
Accomplishments

Awards received 

  • Larson Award/Signature Service Quality Award in 2001, 2007 and 2012

Scheduling 

  • Facilitated onboarding of new employees by scheduling training, answering questions and processing paperwork.

Administration 

  • Performed administration tasks such as filing, imaging, opening and closing of accounts, faxing reports, photocopying documents and scanning documents for inter-departmental use.

Training 

  • Successfully trained staff in all office systems and databases, policies and procedures while focusing on minimizing errors and generating superior results.

Awards received 

Experience
Trust Associate
March 2001 to Current
Northern Trust - Naples, FL

-Open, close and maintain client accounts

-Handle cash transfers (ie, pay bills, send wires and ACHs)

-Maintain tax cost in client accounts

-Enter and approve transactions in WCM, TOE and CDR

-WCM trainer

-Main go to person for questions on systems, task and procedures

-Help and assist Trust Administrator with they're needs

-Order and maintain supplies needed

Lending Associate
October 1995 to March 2001
Northern Trust - Naples, FL

-Created loan documents using loan systems, word and typewritter

-Maintain all insurance policies for secured loans using the LDU system

-Trained new loan associates

Sr Input Operator - Trust Ops
August 1994 to October 1995
Northern Trust - Naples, FL

-Input cash transaction for clients

-Input timesheets for all departments

-Printed checks

-Helped loan department with insurance system and updating policies

Switchboard operator - Receptionist
December 1993 to August 1994
Northern Trust - Naples, FL

-Answered main phone line into bank

-Subbed in for Mail clerk and bank courier

Education
Select One : 2005Florida Trust Graduate School - Tampa, FL

2 year program

Select One : 2003Florida Trust School - Tampa, FL

1 year program

Select One : 1990Lely High School - Naples, FL
Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • Northern Trust

School Attended

  • Florida Trust Graduate School
  • Florida Trust School
  • Lely High School

Job Titles Held:

  • Trust Associate
  • Lending Associate
  • Sr Input Operator - Trust Ops
  • Switchboard operator - Receptionist

Degrees

  • Select One : 2005
    Select One : 2003
    Select One : 1990

Create a job alert for [job role title] at [location].

×

Advertisement

Similar Resumes

View All
Trust-Administrator-resume-sample

Trust Administrator

Beacon Trust Company

Boston, Massachusetts

Trust-Manager-resume-sample

Trust Manager

Gaby Consulting

Tempe, Arizona

Insurance-Trust-Administrator-resume-sample

Insurance Trust Administrator

MFDA

Fowler, Michigan

About
  • About Us
  • Privacy Policy
  • Terms of Use
  • Sitemap
Help & Support
  • Work Here
  • Contact Us
  • FAQs
Languages
  • EN
  • UK
  • ES
  • FR
  • IT
  • DE
  • NL
  • PT
  • PL
Customer Service
customerservice@livecareer.com
800-652-8430 Mon- Fri 8am - 8pm CST
Sat 8am - 5pm CST, Sun 10am - 6pm CST
  • Stay in touch with us
Site jabber winner award

© 2021, Bold Limited. All rights reserved.