wealth trust account specialist resume example with 20+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Reliable Finance Professional with more than 20 years of experience in corporate finance and accounting. Offering a record of successful job performance, proven problem-solving ability and experience developing and implementing, innovative solutions. Successful [Job Title] with background revitalizing customer engagement and achieving dramatic growth using revolutionary strategies. Proficient in product monetization and mobilization approaches to boost long-term revenue generation. Dedicated to meeting and exceeding customer needs.

  • Advertising strategies
  • Report writing
  • Documentation skill
  • Research proficiency
  • Microsoft Office proficiency
  • Customer relationship development
  • Schedule Management
  • Recordkeeping abilities
  • Issue investigations
  • Staff Training
  • Account servicing
  • Retention strategies
Work History
Wealth Trust Account Specialist, 02/2017 - Current
Truist Financial Corporation Austin, TX,
  • Oversee 144 trust accounts with a market value of 2 billion dollars.
  • Ensure that all distributions made from assigned trust accounts are initiated by appropriate authorized signatories to reduce risk for BB&T.
  • Verbally communicate with clients to verify any account changes or initiate wire requests.
  • Perform annual review for each assigned plan and work with plan consultant to update documents as needed per compliance regulations.
  • Respond to audit inquiries as needed.
  • Conduct all deposits and withdrawals from assigned trust accounts; including, but not limited to loans, ach, lump sum distributions, periodic payments, wires, checks, employee and employer contributions.
  • Provide ongoing communication with Plan Sponsor and account Consultants.
  • Ensure filing is kept current in accordance with office guidelines.
  • Review account balances on a daily basis for overdrafts, perform trades and transfers as necessary.
  • Research and update all required materials needed for consultant.
  • Assist customers within 24 hour timeframe by answering questions, responding to inquiries and handling telephone requests.
  • Research, analyze, and resolve discrepancies.
  • Assist with annual audits.
  • Proactively collaborate with customers and internal partners.
  • Handle sensitive information with the highest degree of integrity and confidentiality.
  • Process customer invoices, customer payments, vendor invoices and expenses reports.
  • Provided excellent customer service via email, phone and written communication.
  • Communicate with internal and external customers concerning invoices, participant payments, and vendor payments.
  • Review and approve other colleagues’ work to ensure accuracy.
Regional Insurance Account II, 07/2013 - 02/2017
Branch Banking & Trust Insurance City, STATE,
  • Supervised accounting operations, account reporting and reconciliations.
  • Assisted with training and mentoring new employees on proper accounts procedures.
  • Researched financial statements and tax audits to correct any discrepancies.
  • Addressed and resolved non-routine, complex and unexpected variances.
  • Obtained commission statements via internet, phone and mail.
  • Prepared financial and regulatory reports.
  • Researched and updated all required materials needed for auditor.
  • Responded to all audit inquiries within three days.
  • Assisted with month end and quarter processes.
  • Reconciled direct bill insurance commission statements, to ensure consistency with internal and external audit request.
  • Researched errors in reconcilement and invoicing of direct bill commissions and resolved via communication with agency, accounting staff and offshore team members.
  • Processed journal entries.
  • Process daily cash receipts (checks, lockbox, credit card payment, ACH).
  • Acted as a resource for agency employees regarding accounting issues.
  • Communicate with agencies about commission statements.
  • Identify areas needing improvement and implement processes and procedures to streamline operations and support best practice.
Senior Teller/ Teller Supervisor, 10/1999 - 07/2013
Branch Banking & Trust City, STATE,
  • Supervised Teller line activities/operations and provided excellent customer service.
  • Recruited, interviewed, and hired bank Tellers.
  • Efficiently trained tellers to provide the perfect client experience.
  • Conducted performance review.
  • Strengthened working relationships with clients, utilizing excellent communication techniques.
  • Maintained records of money orders and negotiable instruments.
  • Balanced currency, coins, and checks in cash drawers at the end of shifts, calculated daily transactions using computers, calculators, and adding machines.
  • Resolved problems or discrepancies concerning customers' accounts and followed up with customers.
  • Sought out and maximized opportunities for account growth.
  • Create and support client retention strategies for existing customer base and for new customers.
Bachelor of Science: Criminal Justice, Expected in 2008
North Carolina Central University - Durham, NC
Status - Graduated Cum Laude

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Resume Overview

School Attended

  • North Carolina Central University

Job Titles Held:

  • Wealth Trust Account Specialist
  • Regional Insurance Account II
  • Senior Teller/ Teller Supervisor


  • Bachelor of Science

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