Trust Accountant Resume Sample

A trust accountant manages records of all trust transactions for a client. A trust accountant’s responsibilities include abiding by trust agreements, abiding by regulatory guidelines, recording receipts, recording payments, keeping trust records, and collaborating with clients.

For many, writing a resume can be daunting. If you are working on your own, it is easy to become overwhelmed with the amount of information you need to include and how best to present yourself.

The sample resumes below provide great examples of how to write an effective resume.

The Best Trust Accountant Resume Samples

These are some examples of accomplishments we have handpicked from real Trust Accountant resumes for your reference.

Trust Accountant Resume Sample 1

  • Dedicated to upholding the ehtical standards of the profession; personally accountable for 100% accuracy.
  • Promptly dealt with customers’ requests to make changes, reclassify transactions, reconcile accounts, and order monthly statements within 1 week.
  • Initiated crisis management plans in less than 120 hours after bank robbers broke into the building. Ensured 100% containment of all assets following robbery events.
  • Represented company at financial security conference discussing IT turnover prevention, asset protection planning, and other emerging technologies.
  • Devised automated accounting system for tax department increasing productivity by 2X daily processing levels while reducing errors by 30%.

Trust Accountant Resume Sample 2

  • Audited 100+ bank accounts and reconciled over $500,000 in overdrafts.
  • Reduced auditing hours by 40% through increased automation of accounting procedures.
  • Resolved $50,000+ in disputed items via phone and documentation without consulting management or Board members.
  • Hired to reduce Trust Department expenses by 15%; saved company over $70,000 during the first year of employment.
  • Developed a departmental budget that decreased expenses for four consecutive years while increasing revenues 16%.

Trust Accountant Resume Sample 3

  • Contributed to the processing of over 15,000 transactions.
  • Managed trust accounts for one of the largest law firms in the country by consolidating 140 individual trusts into a single master account.
  • Architected transaction workflows that streamlined processing times while providing approved same-day availability to customers.
  • Assisted in the development and production of annual reports while providing support for audits conducted by outside auditors.
  • Produced tax valuations on complex financial instruments that minimized impact during periods of peak demand while providing accurate monthly valuations to clients.

Trust Accountant Resume Sample 4

  • Restructured a client’s trust account system, saved client $7,000 in fees.
  • Initiated the transition from ad hoc to formal banking controls for all Trust Accounts.
  • Saved company $40,000 with one letter to an insurance company requesting reimbursement of the value of claims the insurer failed to pay.
  • Implemented new ways of tracking and recording tax information; improved control over subsidiary ledger accounts; simplified/streamlined customer invoicing and billing process saving 20 man-hours per week.
  • Initiated new process which cut down on time needed to review lending documents by 75%; increased accuracy and reduced outstanding audit items.

Trust Accountant Resume Sample 5

  • Produced and process complex financial reports to proper account codes in accordance with standard operating procedures.
  • Maintain accurate and timely the fixed asset ledgers by making journal entries.
  • Review and approve invoices before releasing for payment; ensure that all accounts payable transactions are handled promptly at all levels of approval.
  • Prioritize work according to established guidelines, receive guidance from supervisor when necessary, and make decisions independently within defined policies and practices.
  • Developed understanding of assets/liabilities & equity accounts, comprehensive knowledge of balance sheet reconciliations, able to analyze monthly bank reconciliation.

Trust Accountant Resume Sample 6

  • Balances the financial records of organization by recording transactions into general ledger accounts.
  • Prepares bank reconciliations by verifying, classifying, and posting adjusting entries to the subsidiary ledgers.
  • Assists in closing process by validating all account balances are recorded correctly in books; provides data for management reports.
  • Verifies the information on tax returns filed with state government is complete, correct, and agrees with books.
  • Documents work performed by preparing journals, subsidiary ledgers, trial balance worksheets, financial statements changes in accounting principles or practices requirements that must be met before they can be implemented.

Trust Accountant Resume Sample 7

  • Identified and resolved four significant accounting issues in a trust company by working 15 hour days.
  • Achieved monthly goal of $250,000 in funds that had been under-performing; recognized for excellence by the Financial Services Partner.
  • Completed work on two assignment simultaneously, yielding 100% accuracy and compliance with both clients’ requests; recognized as an outstanding performer during quarterly performance review process.
  • Reorganized business procedures to increase accountability and efficiency; streamlined workflow within departmental budget guidelines.
  • Overcame dyslexia while learning how to read numbers, understand symbols, and write reports; thereby accomplished personal goals while increasing team productivity.

Trust Accountant Resume Sample 8

  • Successfully completed audits of trust accounts in a timely and accurate manner.
  • Reconciled trust account discrepancies and maintained appropriate records.
  • Reviewed bank statements and other related documents to identify discrepancies.
  • Prepared reports detailing findings and recommendations.
  • Provided support to other members of the team as needed.

Trust Accountant Resume Sample 9

  • Ensured that contracted procedures were performed by third party auditors to the highest degree of accuracy and thoroughness; provided feedback for improvement.
  • Reviewed documents and reconciled journal entries, ensuring compliance with bank policies and government regulations.
  • Provided information to company support personnel regarding account balances and financial transactions processed by computer systems.
  • Effectively managed the accounting records of the entire trust department, including reconciliations of multiple ledgers.
  • Increased profitability while reducing operational costs through efficiency improvements, resulting in a 5% reduction in overall trust expenses.

Trust Accountant Resume Sample 10

  • Monitors trust account activity and reconciles monthly trust account statements.
  • Investigates and resolves discrepancies noted in the trust account.
  • Responds to client and auditor inquiries related to the trust account.
  • Works with clients, auditors, and other staff to maintain the trust accounting system.
  • Maintains and updates trust accounting procedures.

Trust Accountant Resume Sample 11

  • Implemented and improved procedures for the Trust Department, saving more than $10,000 a month; recognized by the Director of Accounting.
  • Provided services for various types of trust accounts including management of investment assets, actuarial plans, split-interest agreements, charitable organizations, and insurance trusts.
  • Enforced compliance to AICPA guidelines by completing internal audits on client financials.
  • Recruited as a full-time staff accountant at a public accounting firm. An average offer is approximately $75K – $90K nationally depending on experience level and location.
  • Awarded the ACCA (Association of Chartered Certified Accountants) Scholarship.

Trust Accountant Resume Sample 12

  • Estimated financial effects of new legislation on multifamily housing industry before Congress.
  • Oversaw more than $10 million under daily control; prepared and distributed daily cash applications, maintained effective control over all bank accounts, and provided management information.
  • Managed the preparation of trust account reconciliations and compiled reports for review by independent auditors and bank regulators.
  • Developed an extensive knowledge of ACH transactions; executed electronic fund transfers; facilitated connection with external networks.
  • Introduced exceptional cost-cutting measures after discovering numerous inefficiencies within the department; restructured operations to maximize productivity without sacrificing visibility into operations or compliance standards.

Wrap Up

To become a trust accountant, a bachelor’s degree in accounting or a related field is required, in addition to a CPA license. A trust accountant must be analytical, must have excellent business acumen, must have excellent interpersonal skills, must have excellent communication skills, must have excellent organizational skills, must be an expert with accounting, and must work well with numbers.

Resumes are a crucial aspect of any job search. In order to make a good first impression, it is important that your resume be formatted and written professionally. To create the perfect resume, think about what skills and qualities you want your future employer to see.

Hope these samples gave you an idea of what your resume should look like and some tips on how to make sure that your resume stands out from the rest.

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