Summary: A highly-organized and detail oriented Client Service Officer with over 16 years of experience in the finance industry. Dedicated and focused. Prioritize and complete multiple tasks and able to follow through to achieve project goals. Independent and self-motivated professional with excellent research and writing skills. Able to grow positive relationships with clients and colleagues at all organizational levels.
Microsoft Word, Excel, PowerPoint, Outlook, Acro
Client Service Officer & Fiduciary Administrator February 2006 to CurrentWilmington Trust Company / M&T Bank
Provides support for trust and investment administration matters to meet needs of clients.
Assists Investment Advisors with multifaceted trust & investment issues and implementation plans.
Supports Private Client teams with retention and growth of existing relationships.
Prepares trust and investment presentation books based on client preference.
Serves as training resource to Administrative Associates and junior level staff.
Completed Trust School I & Trust School II of the Cannon Financial Institute Currently sitting for the Certified Trust and Financial Advisor (CTFA) designation.
Executive Assistant August 2002 to February 2006Wilmington Trust Company/ Balentine & Co － Atlanta, Georgia
Composed and edited letters, reports and other correspondence Maintained Regional President's calendar and coordinated travel arrangements, setup conference calls, board meetings and client meetings Created PowerPoint presentations Prepared and sent out monthly client statements, client account establishment and maintenance Trained colleagues on new Wilmington Trust programs after merger.
Executive Assistant October 2001 to August 2002Capital Creation & Protection － Atlanta, Georgia
Handled client relations and account maintenance, account establishment and account transfers.
Answered and directed incoming telephone calls.
Scheduled client appointments and performed general office duties such as filing, scanning, faxing and copying.
Cash Management Associate September 2000 to October 2001FSC Securities Corporation － Atlanta, Georgia
Processed client check requests, issued fed fund wires and setup electronic funds transfers.
Deposited securities and assisted margin clerks.
Processed client and business deposits for brokerage accounts.
Business studies, 2004Kennesaw State University － Kennesaw, Georgia
Associates Degree : 1999Wallace Community College － Dothan, Alabama