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Jesse Kendall
123 Elm Street, Mililani, HI 96789,
808-555-5555,
jkendall@notmail.com
EXCEPTIONAL BANK TRUST OFFICER
Committed to financial strategies that enhance growth and
maximize sustainability.
Analytical and results-driven professional offering a unique
combination of trust and estate administration and charitable
gift planning experience. Expertise in development of short-term
and long-term financial plans, investment management, financial
problem solving, and compliance.
AREAS OF EXCELLENCE
- Policies/Procedures
- Trust/Agency Administration
- Investment Recommendations
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- Stewardship
- Gift Administration
- Estate Settlement
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- Corporate Liaison
- Asset Allocation
- Relationship Management
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PROFESSIONAL SUCCESS
TRUST OFFICER
ABC TRUST COMPANY, Mililani,
HI - 20xx to 20xx
Promoted to oversee a diverse account base consisting of 220
accounts/ $110 million; served as point of contact for agencies,
revocable living trusts, irrevocable trusts under agreement,
testamentary trusts, charitable trusts, irrevocable life
insurance trusts, and retirement accounts. Functioned as an
integral member of internal Trust Investment Committee and made
key investment recommendations. Drafted Reg. 9 investment review
letters and prepared and filed court accountings on testamentary
trusts. Developed marketing materials, Web content, and
quarterly publications.
DELIVERED RESULTS:
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Managed all aspects of probate
administration for numerous estates; executed decedents'
intentions by collecting and safeguarding the assets,
determining and paying debts and taxes, making court
filings, and distributing assets to the beneficiaries as
stipulated.
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Developed and executed annual
administrative review procedures to ensure compliance with
regulatory requirements.
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Served as the primary Trust Department
contact for particular region of bank branch managers;
participated in seminars led at branches and local retirement
communities.
TRUST TAX OFFICER/TRUST MANAGEMENT
ASSOCIATE
BCD BANK, Mililani, HI - 20xx to 20xx
Executed preparation, review, and
processing of fiduciary income tax returns for over 600 trust
accounts and individual returns for select clients utilizing the
Fast-Tax database. Played an instrumental role in preparation of
fiduciary income tax returns for select estates and trusts on
fiscal year deadlines.
DELIVERED RESULTS:
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Administered in excess of 170 trust
accounts, which were invested primarily in bank's common
trust funds.
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Generated a monthly report on the
budget variances of eac division in te Trust Department.
EDUCATION & CERTIFICATIONS
EXECUTIVE CERTIFICATE FINANCIAL
PLANNING, XYZ University, Mililani, HI - In Progress
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Fundamentals of Financial Planning,
Investments, Taxation, Retirement Planning, Estate Planning,
Case Course
CERTIFIED TRUST AND FINANCIAL
ADVISOR (CTFA), XYZ Personal Trust Graduate Scool,
Mililani, HI
INSTITUTE OF CERTIFIED BANKERS, Mililani, HI -
20xx
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Trust I, II, and III Courses,
Fiduciary Responsibility, Personal Finance/Estate Planning,
Tax Law, and Investment Management, Estate Planning
Seminars, National Business Institute
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