Trust Officer Resume Sample

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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’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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