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Trust operations assistant skills for your resume and career

Updated January 8, 2025

5 min read

Quoted experts

Dr. Mike Peterson Ph.D.,

Dr. Darrin Cox

Below we've compiled a list of the most critical trust operations assistant skills. We ranked the top skills for trust operations assistants based on the percentage of resumes they appeared on. For example, 16.4% of trust operations assistant resumes contained customer service as a skill. Continue reading to find out what skills a trust operations assistant needs to be successful in the workplace.

15 trust operations assistant skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how trust operations assistants use customer service:

Key accomplishments include, managing our distribution spreadsheet, customer service experience and monitoring invoices for timely payment.
Resolve customer concerns quickly, courteously effectively meeting customer service goals.

2. Operations Support

Operations support specialists work with intertwined roles of customer service assistants, administrative assistants, and operations research analysts in order. Typically, their jobs are to help certify that the operations are running at the highest level of efficiency and effectiveness. Apart from their usual job roles they can be responsible for tasks, like writing reports, resolving customer inquiries, and installing equipment.

Here's how trust operations assistants use operations support:

Provided sales operations support, utilizing effective troubleshooting techniques and retention tools.
Appointed a member of the operations support shift training team after six months on support shift.

3. Trust Accounts

Here's how trust operations assistants use trust accounts:

Perform daily customer transactions involved in managed trust accounts.
Administer trust accounts with minimal supervision.

4. Client Accounts

Here's how trust operations assistants use client accounts:

Assisted in the generation and maintenance of Investment instruments Maintained recurring remittances of client accounts, and verification of system changes.
Assessed basis points for accuracy on client accounts based on agreed upon investment fee schedules.

5. Account Maintenance

Account maintenance is a practice in accounting that ensures that all transactions and accounting records are per the general principles of accounting and applicable laws. The accounts should be maintained enough to permit the annual audit and clear the inspection of financial statements.

Here's how trust operations assistants use account maintenance:

Handle customer facing transactions, including account maintenance, equipment upgrades and troubleshooting
Update client profile information, account coding, statement recipients, and all other account maintenance as necessary.

6. Provides Administrative Support

Here's how trust operations assistants use provides administrative support:

Resolve exceptional, complex questions and provides administrative support.

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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 operations assistants use ach:

Performed critical evaluations on ACH and paper documents to determine acceptance or rejection.
Research and resolve ACH disputes/discrepancies affecting internal and external customers.

8. 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 operations assistants use real estate:

Worked on client presentation materials, estate planning, probate, intangible tax calculations and payments, real estate coordination.
Interpret legal documents relating to Trusts, taxes, Estate Settlement, real estate and investments.

9. External Clients

External clients directly relate with a company or business, however only through the purchase of products and services.

Here's how trust operations assistants use external clients:

Interacted with all levels of managers, internal departments, and external clients to resolve complex problems.
Interact with internal departments and external clients as needed to resolve moderately complex problems.

10. Wire Transfers

A wire transfer is an electronic bank transaction where funds are transferred from one person to another. The transfer can be within the same bank or from one bank to another. Wire transfer makes it possible to transfer money to anyone anywhere in the world and to also transfer money to multiple accounts seamlessly regardless of location.

Here's how trust operations assistants use wire transfers:

Audited transactions of wire transfers & check issuance for accuracy, LOI, & processed for final approval.
Pay bills for clients, process wire transfers, prepare discretionary & termination memos.

11. Bill Payments

Here's how trust operations assistants use bill payments:

Perform daily operations on handsets/accessories to insure proper inventory maintenance * Process customer bill payments.
Process customer bill payments and sell equipment and accessories using ACCS point of sale system.

12. Travel Arrangements

Here's how trust operations assistants use travel arrangements:

Prepared income projections, distributed incoming mail, made travel arrangements and prepared expense reports and screened incoming calls.
Schedule and arrange meetings, appointments, luncheons, conferences, presentations, travel arrangements, etc.

13. Administrative Functions

Administrative Functions all revolve around planning and managing business operations. Administrators engage in the planning and execution of different business objectives, implementing workplace policies, and organizing resources efficiently. Every action that is a step towards the business's goals is covered by Administrative Functions.

Here's how trust operations assistants use administrative functions:

Perform administrative functions along with mentoring new hires.
Assisted professionals and leadership with assigned administrative functions including training, registration, managing room reservations, and preparing training materials.

14. Financial Transactions

The type of agreement held between two parties (buyer and seller) regarding an exchange of funds for an asset, is termed as a financial transaction. The financial transaction is the exchange of products, services, cash or credit, information, and other things of value among two separate entities for a common goal.

Here's how trust operations assistants use financial transactions:

Audited and reconciled inventory and daily financial transactions.
Assisted with daily audit and reconciliation of daily financial transactions including cash report and bank deposits.

15. SLA

SLA refers to Service-level Agreement. It is an agreement between a customer and the service provider on the quality of service and what standards they must meet.

Here's how trust operations assistants use sla:

Manage production, making sure Insertion and Exceptions receive the necessary work to meet SLA standards.
Facilitated reporting and training for the use of Xerox Report Manager to support SLA reporting.

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What skills help Trust Operations Assistants find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on trust operations assistant resumes?

Dr. Mike Peterson Ph.D.

Department Chair and Associate Professor of English, Dixie State University

Writing skills have always been valued by employers, but anything that shows an ability to write, produce, or communicate in digital spaces will stand out. While employers are becoming increasingly comfortable having employees work and collaborate digitally (from home or elsewhere), they may still be reluctant to train employees how to do that. They want to see evidence that applicants will know how to use technology and stay productive without extensive training and without a supervisor having to stand behind them. That isn't to say training won't take place, but employers want to use their valuable time and resources training employees on their own systems, policies, and procedures; they don't want to have to show new-hires how to use Zoom, how to format a memo, how to write an email, or how to co-edit a document using OneDrive.

What trust operations assistant skills would you recommend for someone trying to advance their career?

Dr. Darrin Cox

Professor of History, West Liberty University

Reading. Then read some more. Read a wide array of materials from multiple perspectives related to your fields of interest and on topics that impact your immediate world. Reading will increase your specific knowledge in these areas, introduce you to competing interpretations, and hopefully stimulate critical thinking as you reconcile new information and perspectives into your own conclusions. Oh, and then read some more. Did I mention you should read?

Do you want to know more?

List of trust operations assistant skills to add to your resume

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

Customer Service
Operations Support
Trust Accounts
Client Accounts
Account Maintenance
Provides Administrative Support
ACH
Real Estate
External Clients
Wire Transfers
Bill Payments
Travel Arrangements
Administrative Functions
Financial Transactions
SLA

Customer Inquiries
Quality Standards
Financial Reports
Sales Floor
Troubleshoot
Inventory Control
Customer Accounts
PowerPoint
Conference Calls
Retail Store
Billing Issues
Process Improvement
Store Operations
Provide Clerical Support
Expense Reports

Account Transfers
Inventory Management
Inventory Reports
Billing Inquiries
Sales Transactions
ATM
Performance Statistics
Store Inventory
Corporate Trust
Trust Clients
Customer Issues
Trust Assets
Citi
Cash Drawers

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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