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.
Highlights
Microsoft Word, Excel, PowerPoint, Outlook, Acro
Experience
Client Service Officer & Fiduciary Administrator, 02/06 to Current Aristotle Capital Management, Llc – , ,
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, 08/02 to 2/06 Arkansas Food Bank – Little Rock, AR,
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.
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