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Trust officer skills for your resume and career

Updated January 8, 2025
2 min read
Below we've compiled a list of the most critical trust officer skills. We ranked the top skills for trust officers based on the percentage of resumes they appeared on. For example, 7.8% of trust officer resumes contained real estate as a skill. Continue reading to find out what skills a trust officer needs to be successful in the workplace.

15 trust officer 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 officers use real estate:
  • Administered real estate holdings and oil, gas and mineral interests held as assets in large personal trusts under bank trusteeship.
  • Managed portfolio of Trust Accounts including management of all real estate held by department and risk management for all portfolios.

2. Portfolio

Here's how trust officers use portfolio:
  • Managed portfolio of accounts consisting of housing, transportation, education and industrial development of both municipal and corporate issuers.
  • Focused on evaluating collateral assets cash flow and portfolio performance to deliver financial obligations as required by legal CMBS/RMBS notes.

3. Wealth Management

Wealth management is the act of good wealth planning for purposes of growth and sustenance.

Here's how trust officers use wealth management:
  • Worked closely with clients in identifying wealth management issues and implementing solutions.
  • Trained branch staff on what Wealth Management can do and how to look for opportunities within their branch book of business.

4. Business Development

Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.

Here's how trust officers use business development:
  • Developed new business and acted as a marketing coordinator for company-wide business development.
  • Collaborate with Retail Brokerage and Insurance Division with Business development.

5. Estate Planning

Estate planning revolves around the process of preparing and arranging the distribution of an individual's assets in case of death or incapacitation.

Here's how trust officers use estate planning:
  • Developed and implemented estate planning strategies for complex family estate planning issues.
  • Create investment management and estate planning presentation materials for clients.

6. Risk Management

Risk management is the method of recognizing, evaluating, and managing risks to an organization's resources and profits. Financial insecurity, regulatory liability, strategic management mistakes, incidents, and natural hazards are just some of the challenges or dangers that could arise. For digitalized businesses, IT security vulnerabilities and data-related threats, as well as risk management techniques to mitigate them, have become top priorities.

Here's how trust officers use risk management:
  • Controlled and minimized potential risks through proactive behavior and knowledge of compliance and risk management guidelines
  • Ensured that relationships managed are consistent with risk management and regulatory compliance.

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7. Client Relationships

Here's how trust officers use client relationships:
  • Managed approximately 30 client relationships throughout Georgia and Tennessee among corporate and municipal entities to ensure quality of service exceeded expectations.
  • Supported relationship managers and provided customer service to assure external client satisfaction and retain client relationships.

8. Trust Administration

Here's how trust officers use trust administration:
  • Recognized by my manager for quickly familiarizing myself with matters presenting risk and working to ensure effective trust administration.
  • Reviewed and completed fiduciary reviews; aligned actions with trust administration guidelines and due diligence processes.

9. Probate

Here's how trust officers use probate:
  • Analyzed trusts and wills in determining whether to make discretionary payments based on governing documents and the California Probate Code.
  • Reviewed estate plans, quantified probate and trust estate assets, and calculated the profitability of the potential business.

10. Client Service

Here's how trust officers use client service:
  • Provided front-line client service and support for trust accounts via incoming telephone calls while effectively using all technology systems.
  • Conducted in-house seminars for Private Client Service's staff on topics of annuities and long term care insurance.

11. Client Issues

Here's how trust officers use client issues:
  • Partnered with private and premier relationship/client managers to provide fiduciary administrative management on client issues/inquires or other related fiduciary functions3.
  • Established as single point of contact for all client issues.

12. Relationship Management

Relationship management refers to a tool that connects an organization or industry to a supply chain. Usually, this management type will build coordination, confidence, and mutual trust among all its members, employees, and employers. It will create a good partnership, determine the potentials barriers and problems, assess the strength, and measure the chain's effectiveness

Here's how trust officers use relationship management:
  • Recognized by The Program for Exceptional Employee Recognition for business retention and outstanding client-relationship management.
  • Enhanced new employee expertise and customer relationship management skills within Personal Trust and Special Assets through one-on-one discussions and motivational strategies. )

13. Trust Assets

Here's how trust officers use trust assets:
  • Prepared detailed financial reports regarding the allocation of all trust assets and proposed distribution plan.
  • Protected the legal and financial rights of children under the age of 18 with trust assets or living under government care.

14. Develop Trust

Here's how trust officers use develop trust:
  • Face to face meeting with clients in UK, Europe and Guernsey to retain and develop Trust business.

15. Tax Returns

Here's how trust officers use tax returns:
  • Generated participant valuation statements and prepared corporate 5500 tax returns.
  • Reviewed fiduciary income tax returns, federal gift tax returns and personal income tax returns prepared by tax department staff members.
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List of trust officer skills to add to your resume

Trust officer skills

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

  • Real Estate
  • Portfolio
  • Wealth Management
  • Business Development
  • Estate Planning
  • Risk Management
  • Client Relationships
  • Trust Administration
  • Probate
  • Client Service
  • Client Issues
  • Relationship Management
  • Trust Assets
  • Develop Trust
  • Tax Returns
  • Estate Administration
  • Bank Policies
  • Cross-Selling
  • Securities
  • Charitable Trusts
  • Business Relationships
  • Cpas
  • State Laws
  • Trust Accounts
  • Trust Services
  • Client Accounts
  • Bank Secrecy Act
  • Investment Management Accounts
  • Trust Agreements
  • Taxation
  • Iras
  • Mutual Funds
  • Retirement Accounts
  • Client Satisfaction
  • Trust Clients
  • Anti-Money Laundering
  • Client Inquiries
  • Equities
  • Remainder
  • IRS
  • Estate Accounts
  • Trust Committee
  • DTC
  • KYC
  • Corporate Trust
  • Cash Flow Analysis
  • External Clients

Updated January 8, 2025

Zippia Research Team
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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