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Trust accounts supervisor skills for your resume and career

Updated January 8, 2025

3 min read

Below we've compiled a list of the most critical trust accounts supervisor skills. We ranked the top skills for trust accounts supervisors based on the percentage of resumes they appeared on. For example, 32.5% of trust accounts supervisor resumes contained real estate as a skill. Continue reading to find out what skills a trust accounts supervisor needs to be successful in the workplace.

15 trust accounts supervisor skills for your resume and career

1. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how trust accounts supervisors use real estate:

Collaborated with legal and real estate departments in developing accounting system for estates and trusts held by non-profit hospital.
Provided fund accounting for 8 closely held Real Estate Investment Trusts (REIT).

2. Reconciliations

Here's how trust accounts supervisors use reconciliations:

Supported Trust Accounting Department by completing account reconciliations for retirement plans and other plan valuation activities.
Developed procedures to assisted team members to navigate systems, applications and difference reconciliations.

3. Tax Returns

Here's how trust accounts supervisors use tax returns:

Review with clients their tax returns, loan history and bank reconciliation.
Processed the payroll and filed federal and state payroll tax returns.

4. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how trust accounts supervisors use financial statements:

Prepared financial statements for the trust accounting department -Completed distributions for clients and organized financial and client information using Microsoft Excel
Prepared a variety of detailed accounting, statistical, and narrative financial statements and reports requiring analysis and interpretation.

5. CPA

Here's how trust accounts supervisors use cpa:

Review financial statements with upper management and outside CPA firm periodically.
Process yearly county business property tax reporting, including 1096 and 1099, and corporate tax return paperwork for CPA review.

6. Journal Entries

Journal entries can be defined as an act of keeping or making records of any transactions either economic or non-economic. The journal entries are made in the accounting systems of an organization. The entries are filled with two main fields; debit and credit. The debit and credit must be equal at the end of a journal entry else it is not considered correct. The journal entries also keep the date of transactions and the names of the accounts that were affected by the transactions.

Here's how trust accounts supervisors use journal entries:

Prepared month-end review of all assets and account activities to ensure proper journal entries and/ or transfers have been made.
Prepared the remainder closing end month journal entries, as well assisted other associates.

7. ACH

Automated Clearing House, ACH is a computerized electronic network to process, coordinate and manage transactions (credit and debit) and automated money transfers between banks and other financial institutions without the use of paper checks, electronic transfers, credit cards, or cash networks. The ACH network is regulated by the federal government and managed by the National Automated Clearing House Association (NACHA).

Here's how trust accounts supervisors use ach:

Interfaced with Customer Service and Issues Resolutions teams to submit payment files to the bank for check and ACH issuance.
Project managed ACH and P-Card implementation including monthly reconciliation.

8. Correctional

Here's how trust accounts supervisors use correctional:

Supervised warehouse, commissary, laundry inmate phones & inmate funds Prepared and submitted yearly budgets Correctional worker
Initial Position: Correctional Officer Position at Retirement: Trust Fund Supervisor Starting Salary: $14,300.00 Ending Salary: $83,300.00

9. Gl

Here's how trust accounts supervisors use gl:

Posted all GL entries, created income/expense reports and calculated the quarterly NAV for each fund.
Improved reconciliation of trust GL accounts to better catch system and input errors.

10. Bank Accounts

Here's how trust accounts supervisors use bank accounts:

Reconcile bank accounts, cash flow statements, trust trial balances & P&L analysis.
Trust Accountant Valued member in my division, and was successful in managing many company bank accounts on a daily basis.

11. Financial Reports

Here's how trust accounts supervisors use financial reports:

Prepared annual financial reports for domestic and international equity funds.
Prepare financial reports that are used in the process of filling tax forms.

12. Payroll

Payroll is the sum of all the compensation that an organization has to pay to employees at a specified time. Payroll is managed by the finance or HR department while small business owners may handle it themselves. Payroll isn't fixed as it varies every month due to sick leaves, overtime, etc.

Here's how trust accounts supervisors use payroll:

Reconciled federal, state and local payroll taxes paid to tax agencies for terminated customer accounts.
Reconciled on daily basis federal payroll taxes, researched and resolved out of balances.

13. GAAP

Here's how trust accounts supervisors use gaap:

Complete preliminary financial reporting monthly various analyses, reporting of outstanding expense liabilities in accordance to GAAP standards.
Managed the coordination and preparation of all statutory/regulatory and GAAP reporting.

14. Probate

Here's how trust accounts supervisors use probate:

Audited, corrected client statements, and prepared estate and probate accounts.
Coordinated the preparation of various reports to be filed with Probate Courts.

15. Bank Statements

Here's how trust accounts supervisors use bank statements:

Worked with client's banks directly on questions and charges against client bank statements.
Reconciled trustee bank statements, identifying and correcting trade discrepancies.

What skills help Trust Accounts Supervisors find jobs?

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List of trust accounts supervisor skills to add to your resume

The most important skills for a trust accounts supervisor resume and required skills for a trust accounts supervisor to have include:

Real Estate
Reconciliations
Tax Returns
Financial Statements
CPA
Journal Entries
ACH
Correctional
Gl
Bank Accounts
Financial Reports

Payroll
GAAP
Probate
Bank Statements
Wire Transfers
Financial Data
IRS
Trust Agreements
Client Accounts
Corporate Actions
Administrative Reports

NAV
Asset Value
TWIC
Insurance Carriers
Corporate Trust
Due Dates
Financial Transactions
Investment Accounts
Customer Accounts

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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