Trust Officer Resume
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Charles Bloomberg
Kansas City, USA
charlesbloomberg@gmail.com
(621) 799-5548
in/cbloomberg
PROFESSIONAL SUMMARY
Experienced Trust Officer with a proven track record of managing high-value trust accounts, ensuring compliance, and cultivating client relationships. Skilled in trust administration, financial planning, and regulatory adherence.
PROFESSIONAL Experience
Trust Officer | Company A
January 2021 — Present, Kansas City, USA
• Managed over 150 trust accounts with a total value exceeding $1 billion, ensuring regulatory compliance and optimal asset allocation.
• Provided estate planning advice to over 80 high-net-worth clients annually, using financial software such as TrustVue and WealthHub.
• Conducted quarterly portfolio reviews to assess performance, rebalanced portfolios as needed, resulting in a 10% average annual growth rate.
• Collaborated with tax advisors and legal professionals to develop comprehensive financial plans, reducing tax liabilities by an average of 15%.
• Implemented risk assessment protocols that decreased fiduciary risks by 20%, using compliance tools like Thomson Reuters Compliance.
• Provided estate planning advice to over 80 high-net-worth clients annually, using financial software such as TrustVue and WealthHub.
• Conducted quarterly portfolio reviews to assess performance, rebalanced portfolios as needed, resulting in a 10% average annual growth rate.
• Collaborated with tax advisors and legal professionals to develop comprehensive financial plans, reducing tax liabilities by an average of 15%.
• Implemented risk assessment protocols that decreased fiduciary risks by 20%, using compliance tools like Thomson Reuters Compliance.
Senior Trust Administrator | Company B
February 2017 — December 2020, Kansas City, USA
• Oversaw the administration of 100+ trust accounts, collectively valued over $750 million, ensuring adherence to regulatory and legal requirements.
• Developed and executed investment strategies that enhanced portfolio performance, achieving a 12% annual return on average.
• Conducted annual audits on 100% of managed trust accounts, ensuring compliance with all federal and state regulations.
• Trained and mentored a team of 5 junior trust officers, improving their efficiency and client relationship management skills.
• Developed and executed investment strategies that enhanced portfolio performance, achieving a 12% annual return on average.
• Conducted annual audits on 100% of managed trust accounts, ensuring compliance with all federal and state regulations.
• Trained and mentored a team of 5 junior trust officers, improving their efficiency and client relationship management skills.
Trust Administrator | Company C
May 2014 — January 2017, Springfield, USA
• Handled the administrative functions of 75 trust accounts worth $500 million, ensuring optimal account performance and compliance.
• Assisted in the creation of tailored estate plans for clients, leveraging financial planning tools like eMoney Advisor.
• Conducted semi-annual reviews of trust account performance, outperforming benchmarks by 8% on average.
• Assisted in the creation of tailored estate plans for clients, leveraging financial planning tools like eMoney Advisor.
• Conducted semi-annual reviews of trust account performance, outperforming benchmarks by 8% on average.
Trust Representative | Company D
June 2011 — April 2014, Topeka, USA
• Supported the management of 50 trust accounts, collectively valued at $300 million, by conducting routine administration and client communications.
• Implemented new client communication protocols that improved client satisfaction ratings by 15%.
• Conducted monthly compliance checks to ensure all accounts adhered to state and federal regulations.
• Implemented new client communication protocols that improved client satisfaction ratings by 15%.
• Conducted monthly compliance checks to ensure all accounts adhered to state and federal regulations.
Education
Bachelor of Science in Finance | University of Kansas
May 2011
Expert-Level Skills
Trust Administration, Financial Planning, Portfolio Management, Regulatory Compliance, Risk Assessment, Estate Planning, Client Relationship Management, Investment Strategies, Financial Software, Team Leadership, Communication Skills
