Trust Officer Resume Sample

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Written by Milan Šaržík, CPRW

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Trust Officer Resume Sample (Full Text Version)

Tamara Krsmanovic

Email address: hello@kickresume.com

Phone number: 555-555-5555

Profile

Accurate and results-oriented finance professional with a comprehensive background in reviewing and assessing client's investments, preparing tax forms, and providing financial advice and recommendations to clients. Certified Trust and Financial Advisor with excellent analytical skills, strong attention to detail, and significant ability to remain calm in stressful situations. Tamara is presently looking for a Trust Officer job with an organization which offers flexibility and opportunity to grow both professionally and personally.

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, ensuring the accuracy of all data.
Communicated with clients and worked closely with financial advisors, investment managers, and other finance professionals.
Reviewed and assessed client's investments and provided beneficial financial advice and recommendations to them.
Conducted monthly reports, stayed up-to-date with current laws and regulations, and managed all clients' correspondence.
Recognized by executives for increasing the efficiency of trust management processes and for performing great work.

Education

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

Master's degree

GPA: 3.96

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

Bachelor's degree

GPA: 3.98 (Top 5% of the Program)

Clubs and Societies: Boxing Club, Dance Club, Economics Society

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

Graduated with Distinction (Grade 1 - A/excellent equivalent in all 4 subjects)

The 2012 Best Graduate Award winner

Activities: Aerobics Society, Fitness Club, 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

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