Trust Officer Resume Sample

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

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Trust Officer Resume Sample (Full Text Version)

Tamara Krsmanovic

Email address: hello@kickresume.com

Phone number: 555-555-5555

Profile

Detail-oriented and results-driven finance professional with expertise in analyzing and evaluating client investments, preparing tax documentation, and delivering strategic financial guidance. Certified Trust and Financial Advisor with exceptional analytical abilities, meticulous attention to detail, and a proven capacity to thrive under pressure. Seeking a Trust Officer position with a forward-thinking organization that fosters professional development and personal growth opportunities.

Work experience

06/2017 - 05/2019, Trust Officer, Weaver Vale Trust, Ltd., St. Gallen, Switzerland

Calculated disbursements, prepared tax forms, and processed payments and transactions with meticulous attention to detail.
Communicated effectively with clients and collaborated closely with financial advisors, investment managers, and other finance professionals.
Evaluated client investments, offering valuable financial advice and recommendations.
Compiled monthly reports, maintained knowledge of current laws and regulations, and oversaw all client communications.
Acknowledged by senior management for optimizing trust management processes and delivering exceptional performance.

Education

09/2016 - 05/2017, Finance, University of St.Gallen, St. Gallen, Switzerland

Achieved Master's degree in Finance with a GPA of 3.96.
Demonstrated exceptional academic performance in Finance program.

09/2012 - 05/2016, Economics & Finance, The University of Adelaide, Adelaide, Australia

Earned a Bachelor's degree in Economics & Finance with a GPA of 3.98, ranking in the top 5% of the program.
Participated in various clubs and societies including Boxing Club, Dance Club, and Economics Society.

09/2008 - 05/2012, High School, Zemun Gymnasium, Belgrade, Serbia

Achieved Distinction upon graduation with Grade 1 (equivalent to A/excellent) in all four subjects
Recognized as the recipient of the 2012 Best Graduate Award
Engaged in extracurricular activities such as the Aerobics Society, Fitness Club, and Chess Club.

Skills

Languages

Serbian

English

Spanish

Computer Skills

Microsoft Office

Clio, Zoho Books

Xero, Juniper Square

Backstop, FundCount

Interpersonal Skills

Ability to Work under Pressure

Analytical Skills

Communication Skills

Good Team Player

Multitasking

Time Management

Volunteering

09/2015 - 05/2016, President, The University of Adelaide Economics Society, Adelaide, Australia

Certificates

03/2019, Certified Trust and Financial Advisor, Cannon Financial Institute

10/2016, Driving Licence, Driving School

Hobbies

Exploring distant lands

Getting lost in a good book

Every kind of sport

Milan Šaržík, CPRW

Certified Professional Résumé Writer

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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