Trust Assistant Resume

Trust is a type of a contract where the trustor gives the trustee the right to hold and invest assets or properties on behalf of the beneficiary. The beneficiary receives an amount in return of the investments made by him. While the main responsibility of trust accounts are managed by trust managers, the administrative part is handled by trust assistants. These assistants manages the trust accounts to ensure the beneficiary receives sufficient returns. They work with trust officers and assist in customizing the investment plans as per clients' needs.

To work as a trust assistant with an investment firm or a bank, strong knowledge of finance, investments, and relevant laws is must. In addition, providing administrative support to trust officers and to the daily functions of the facility is also necessary.

Trust Assistant Resume Example


Harry P. Fitzgerald
4712 Front Street
Southfield, MI 48075
Phone: 810-355-1751
Email: hpfitzgerald@anymail.com

Career Objective:

Looking for a trust assistant position with an investment banking company to assist in the preparation and implementation of customized investment strategies for clients.

Summary of Skills:

Work Experience:

Trust Assistant
Allied Investment Bank, Southfield, MI
October 2013 - Present

Trust Assistant
LMN Finance Company, Southfield, MI
March 2012 - September 2013

Education:

Reference:

On request.

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