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Trust Accountant Resume

One can manage and transfer his/her properties and earnings to his/her children or other beneficiaries either via a will or trust. When one transfers money or a property via will, it is transferred to the beneficiary after the will maker dies and, the will is subject to probate under which many assets and the income are taken away through the income tax by the attorneys.

On the other hand, when one makes a trust, the ultimate beneficiary gets all the assets and a group of trustees manages the amount. Thus, a trust is something that has some amount of the treasure, which goes on aggravating, and a group of members known as trustees look after this trust and undertake different social causes with the help of the treasure from the trust. Churches, schools, orphanages, etc., are usually owned by trusts. Since they work on such large social causes, their treasuries are huge which need to be managed correctly.

Therefore, a trust accountant is appointed who takes care of all the finances, transactions, etc., of the trust. He/she should thus, be well acquainted with the basic accounting practices and regulations governing a trust finance. The trust accountant resume sample given below will help you in understanding this job profile and drafting a resume for the same.

Kelly .P. Montanez
2405 Trucks Lane
Hartford, CT 06105
Phone: 806-121-9305

Career Objective:

With expertise and skills gained over a span of 5 years in the said field, I am looking for a senior position in trust accounting and wishing to work in the management of finances.

Career Summary:

Currently employed with Holy Christ Church as Trust Accountant, where I am responsible for managing the finances of the trust. I am solely responsible for managing the payments and receivables of the trust, keeping a track of all the finances, etc. I have proved my skills and abilities at every step and gained thorough expertise in all the accounting functions.

Summary of Skills:

  • Thorough with the regulations governing a trust's operations
  • Thorough with all the accounting procedures, bookkeeping and recording, usage of computerized accounting software, etc.
  • Thorough with all banking related activities, procedures, formalities, etc.
  • Possesses sound coordination skills
  • Good communication skills
  • Good team player and ability to lead small teams

Professional Experience:

Current Employer: Holy Christ Church, Hartford, CT (2012-till date)
Designation: Trust Accountant
Roles and Responsibilities:

  • Responsible for monitoring the accounts of the trust with proper bookkeeping of all the receivables
  • Responsible for all bank related formalities and tax calculations, documentations, etc.
  • Responsible for preparing for financial audits
  • Make sure that all the transactions are documented so that the trust gets a clean chit during audits
  • Make sure that the money taken from the trust is actually used for the purpose mentioned while taking it
  • Keep a track of all the investments, savings, debts, etc., and make sure that all the accounts tally

Previous Work Experiences:

A] St. Louis Trust High School (2010-2012)
Designation: Sr. Accountant
Roles and Responsibilities

  • Responsible for making the balance sheets
  • Responsible for maintaining the accounts of the trust
  • Responsible for maintaining the bills and receivables of the trust
  • Make sure that the account tallies and the ledger is updated
  • Responsible for making payments and bills, collecting receivables, etc.

B] St. Louis Trust High School (2009-2010)
Designation: Junior Accountant
Roles and Responsibilities

  • Assist the senior accountant
  • Assist the accountant in maintaining records and reports
  • Assist in making payments, receivables, and billing records
  • Assist in making balance sheets and preparing documents for audit


  • Master of Commerce, University of Hartford - 2011
  • Bachelor of Commerce, University of Hartford - 2008
  • Diploma in Computerized Accounting, University of Hartford - 2009

Computer Skills:

  • Well acquainted with MS Office and Internet operations

Extra Curricular Activities:

  • Active participation in sports, cultural, and indoor game competitions


Looking for suitable opportunities in Massachusetts, Connecticut, and New York


Available on request


Kelly .P. Montanez

The trust accountant resume sample given above puts forth a clear picture of how a candidate, for the said position, should put forth his/her candidature. The resume sample is a ready to use resume template, which can be altered as required to present one's candidature for the said position.

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