夏櫻之雨   2023-11-13 10:25   来源: 互联网


To obtain a position as a Financial Trust Assistant where my skills in financial analysis, client management, and trust administration can be utilized to contribute to the success of the company.


Highly motivated and detail-oriented Financial Trust Assistant with 3 years of experience in the financial industry. Proficient in trust administration, investment analysis, and client management. Excellent communication skills and ability to work effectively in a team environment.


Bachelor of Business Administration in Finance, XYZ University

Graduated with honors, GPA: 3.8


Financial Trust Assistant, ABC Trust Company

June 2018 – Present

- Administer trust accounts for clients, including setting up new accounts, processing transactions, and ensuring compliance with legal and regulatory requirements.

- Conduct investment analysis to identify potential investment opportunities and make recommendations to clients and senior management.

- Manage client relationships, including answering questions, providing updates, and resolving any issues that arise.

- Participate in business development activities, including attending industry events and networking with potential clients.

- Collaborate with other departments, including legal and compliance, to ensure the smooth operation of trust accounts.

Intern, DEF Investment Bank

May 2017 – August 2017

- Assisted senior analysts in conducting financial analysis and preparing investment reports.

- Conducted research on industry trends and provided insights to senior management.

- Participated in client meetings and assisted in preparing presentations.


- Trust administration

- Investment analysis

- Client management

- Financial analysis

- Communication skills

- Teamwork

- Attention to detail

- Microsoft Office Suite

- Bloomberg Terminal


- Series 7 and 63 licenses


Available upon request.

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