Trust Assistant Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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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:

  • Thorough knowledge of finance, banking, and investments
  • Highly skilled in financial analysis, planning and risk management
  • Excellent communication, organizational, and supervisory skills
  • Ability to initiate and lead financial activities
  • Capability of handling crisis and pressure situations
  • Exceptional planning, forecasting and decision making abilities

Work Experience:

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

  • Managing assets of trust accounts as per the directives of the authorities, clients’ preferences, and relevant statutory regulations
  • Directing and overseeing the disbursement of funds from trust accounts according to the terms and conditions of the of the contract and the beneficiaries demands
  • Structuring investment portfolios for clients and advising them on profitable investment options
  • Preparing quarterly and yearly investment performance reports
  • Providing administrative support to managers, and trust officers

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

  • Performed research on investment opportunities, and reported findings to the financial manager
  • Submitted necessary reports and documents with the governing body within prescribed formats and time limits
  • Analyzed financial data and computed the benefits and risks related to the trust investments
  • Maintained records of client profiles and their investment details
  • Provided information regarding banking laws and federal laws governing investments to the management


  • Bachelor’s Degree in Finance Management
    Southfield University, Southfield, MI


On request.

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