Home Trust Officer Resume template
Trust Officer resume template
A clean starting structure with example content grounded in what trust officers actually do day to day, not generic filler. Download and replace the bracketed placeholders with your own details.
Which resume format should you use?
Reverse chronological
You have a steady work history. This is the format almost every recruiter and ATS expects by default.
Functional
You're changing fields or have gaps in your employment. Leads with skills rather than a job-by-job timeline.
Combination
You're early career or have worked consistently but for only a few employers. Blends a skills summary with a shorter chronological history.
This template uses the reverse chronological format: the one most trust officers should default to, since most Australian recruiters and ATS software expect it.
Professional summary
Trust Officer with experience administering deceased estates and testamentary trusts, interpreting trust deeds and wills to confirm trustee powers, and preparing trust accounts and distribution statements. Works closely with beneficiaries, solicitors and financial advisers, and keeps compliance records and trust tax returns in order. Known for careful record keeping and clear communication with families during difficult periods.
Key skills
- Trust deed and will interpretation
- Deceased estate administration
- Trust accounting and distribution statements
- Trust tax returns and ATO compliance
- Financial reporting
- Regulatory compliance
- Financial analysis and modelling
- Risk and internal controls
- AML/CTF obligations
- Xero
- Class Trust
- Microsoft Excel
- IRESS
- Netwealth
- Client relationships and advisory
- Attention to detail
- Stakeholder management
Experience: example bullet points
- Administered a portfolio of deceased estates and testamentary trusts, preparing trust accounts and distribution statements and keeping each file audit-ready.
- Interpreted trust deeds and wills to confirm trustee powers, escalating ambiguous clauses to solicitors before any distribution was made.
- Prepared and lodged trust tax returns and maintained compliance records, reducing the need for amendments by checking source documents against the deed first.
- Acted as the main point of contact for beneficiaries, solicitors and financial advisers, resolving queries within an agreed response time and documenting each conversation.
- Reconciled trust accounts in Xero and Class Trust, clearing discrepancies before month-end reporting.
- Reviewed investment holdings through IRESS and Netwealth, flagging asset allocations that fell outside the trust's stated risk parameters.
Education
Typical entry is a Certificate IV or Diploma of Financial Services, or a bachelor degree in business, commerce or law. Many Trust Officers begin with Year 12 and learn trust and estate work on the job, adding a diploma or degree later.
Keywords an ATS is likely to scan for
Applicant tracking systems match your resume against terms in the job ad before a person ever sees it. Only include the ones that actually apply to your experience, but if a term below matches something you've done, use the same wording the job ad uses.
- trust deeds
- deceased estates
- testamentary trusts
- probate
- estate administration
- distribution statements
- trust tax returns
- ATO
- AML/CTF
- Trustee Act
- AFCA
- Class Trust
- Xero
- IRESS
- Netwealth
- beneficiary liaison
- public trustee
- trustee company
Getting past ATS screening
- Match the specific skills, certifications and terms used in the job ad, not just your own wording for the same thing.
- Keep formatting simple: no tables, text boxes, columns, headers/footers or graphics. Parsers frequently drop content placed in these.
- Submit as .docx or PDF unless the job ad specifies otherwise.
- Use standard section headings (Experience, Education, Skills) rather than creative alternatives.
- List your core skills and technical competencies in their own section so a keyword scan can find them instantly.
This is a starting point, not a guarantee of interviews. Tailor every bullet point to your own real experience and the specific job ad.