Trust Assistant Cover Letter

Please consider me for the trust assistant opportunity. I am including my resume that lists my qualifications and experience.

In the previous role, I was responsible for general administrative support to training team, including word processing, data entry, copying, emails and other general administrative functions.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Trains new assistants in procedures to carry out their assigned duties
• Good PC skills with experience in Microsoft Word, Excel and PowerPoint essential
• Detail oriented, good number skills
• Experience in Trust & Company or Employee Benefit Trust bookkeeping is essential
• Knowledge and experience of statutory and regulatory requirements for Jersey companies and trusts
• CAT qualified
• Experience of Jobstream software
• Proficient in using Microsoft Excel and Word and in using typical office equipment

I would like to submit my application for the trust assistant opening. Please accept this letter and the attached resume.

In the previous role, I was responsible for end to end operational support to Trust FO which includes Trust client on-boarding, transaction execution, distribution to beneficiaries, recording of transactions in back office system, structure closures etc.

Please consider my qualifications and experience:

• Financial Accounting background preferred
• Previous office experience preferably in a financial or professional environment
• Prior experience in customer service contact and multi-line telephone skills
• Experience with word processing & dictation system preferred
• Good organizational skills and attentive to details
• Team player who is interested in learning the trust business
• Generally, receives no instruction on routine tasks and very little instruction on new projects
• Works in an organized and focused manner

In response to your job posting for trust assistant, I am including this letter and my resume for your review.

In my previous role, I was responsible for trust / general administration support to a portfolio of trust clients across various jurisdictions which include distribution of estate, risk management, wealth preservation initiatives devised by regular reviewing and reporting portfolio performance.

Please consider my experience and qualifications for this position:

• Supports manager by helping to coordinate meetings, managing calendar, completing audits/reporting, data entry (as needed), and other tasks as needed
• Types letters, forms, emails and handles routine mail
• Responds to and/or initiates contact with high profile clientele and internal staff
• Supports administrator when needed including on occasion the opening, closing and maintenance support on trust relationships
• Generates special reports, and presentation materials as needed
• Participates proactively in team environment to both help train new assistants in procedures to carry out their assigned duties and be trained on new processes/procedures
• Diploma holder in Finance / Accounting / Business / Law or a related discipline
• Meticulous, pleasant personality and possesses good communication skills

I am excited to be applying for the position of trust assistant. Please accept this letter and the attached resume as my interest in this position.

In my previous role, I was responsible for assistance in processing of administrative reviews, new client onboarding, and ongoing operations of the trust/custodial business.

My experience is an excellent fit for the list of requirements in this job:

• Experience in new construction, renovation and rehab, development, commercial, and industrial construction
• Understanding of legal contracts, AIA documents and other related construction draw forms
• Understanding and management of bid process
• RPA (Real Property Administrator) designation and Real Estate License preferred
• Prefer experience with MRI
• Experience with Angus preferred
• Completion of College course work preferred
• Superior time management, organizational and problem-solving skills with strong attention to detail

I am excited to be applying for the position of trust assistant. Please accept this letter and the attached resume as my interest in this position.

In my previous role, I was responsible for a bridge for smooth communication between General Counsel/Secretary’s office and internal departments, demonstrating leadership to maintain confidentiality, trust and support.

Please consider my experience and qualifications for this position:

• Advanced desktop calendar management program experience
• Highly proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Knowledge of Microsoft Office, Advanced Word, Intermediate level Excel and PowerPoint and 10-key
• Experience in leasing and construction administration preferred
• Prior experience using MRI Software preferred
• Angus Anywhere
• Knowledge and experience of statutory and regulatory requirements for Jersey Company and Trusts
• Highly organized, able to prioritise and manage multiple tasks