Financial Administrative Assistant, with over 25 years of responsible corporate experience with a proven record of accomplishment in the areas of accounting, finance, customer relations, Strong organizational abilities combined with excellent interpersonal, communication, and Leadership skills that will allow me to increase operational efficiency using near perfect organizational skills.
Summary of Skills
Strong Written & Verbal Communication Skills
Knowledge of all Microsoft Office Applications
Ability to thrive in multi task, fast paced environment
Adaptability and flexible in changing situations
Demonstrate ability to be responsive and creative in problem solving
Ability to follow up and bring closure to outstanding items
Strong team player
Handle responsibility with minimal supervision in a fast-paced/multi-Directional Environment
Attention to detail and meticulous follow-through; Experience in handling sensitive and confidential matters
Trust Administrative Officer01/2005 to 01/2011 US Trust Bank of AmericaNew Haven, CT
Review all trust agreements and documents to confirm the account set up information and the Responsibilities to be executed by the bank.
For new business, review the account set up paperwork and trust as well as assets to be transferred prior to submission to New Accounts Administration Committee approval.
Establish appropriate servicing relationships and be knowledgeable as to the requirements of each trust.
Monitor the flow of cash and assets within the account ensuring that there are no overdrafts and that the investments are in compliance with the stipulations of the trust.
Grow the relationships through knowledge of the trust clients and family situations as well as the clients' overall relationships with the bank.
Maintain appropriate fee schedules based on department policy.
Complete the administrative review that is part of the Reg 9 annual review.
Ensure that trades are executed pursuant to the customers' requests on applicable accounts.
Present all discretionary di.
Trust Administrative Assistant01/2000 to 01/2005 I- Bank of America
Senior Relationship Administrator01/1995 to 01/2000 Bank of AmericaNew Haven, CT
Trust Administrator II01/1991 to 01/1995 Bank of AmericaNew Haven, CT
Trust Administrator I01/1987 to 01/1991 Fleet BankNew Haven, CT
Senior Customer Service Rep II01/1985 to 01/1987 Colonial BankNew Haven, CT
Customer Service Rep I01/1983 to 01/1984 Colonial BankNew Haven, CT
Bank Teller I01/1982 to 01/1983 Colonial BankHamden, CT
Medical Office Billing CertificatePresentGateway Community CollegeNew Haven, CT
Accounting I CertificateSouth Central Community CollegeNew Haven, CT
Computer Proficiencies: Microsoft (Word , Excel, PowerPoint, and Access), Outlook, Pace, Trustweb, E-Statement, CMO,First, Trust Work Station