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Trust Administrator Resume Example

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TRUST ADMINISTRATOR
Skills
administrative functions, Premier, agency, Attorney, benefits, budget planning, budget preparation, Business Communication, Business Presentations, coach, coaching, conflict resolution, Conflict Management, counseling, Client, clients, database, documentation, financial, government, HR, interpretation, Team Building, Leadership, Listening, marketing materials, Mediation, Mediate, Office, needs analysis, Negotiation, Paralegal, payroll, performance appraisals, personnel, policies, recruitment, settlements, Strategic, Stress Management, tax, trainer, employee development, workshops, Written Communication
Experience
PNC Bank, NA Trust Administrator 01/2012 to Current
  • Manage 400+ fiduciary accounts with over $300 million in assets and maintain a client base, which includes affluent and wealthy individuals, endowment foundations and business owners in US and abroad.
  • Negotiate settlements and resolve disputes within guidelines of fiduciary and agent responsibilities.
  • Extensive communication with attorneys, financial planners, tax accountants, private investors and corporate executives in order to obtain requested information concerning document interpretation, investment accounts, trusts and budget planning.
  • Create and monitor reports to track performance, compliance, client satisfaction,.
HHR Consulting Senior Consultant/HR Generalist 01/2009 to 01/2012
  • Facilitate and design experiential training in facilitative mediation and soft skills: Motivation, Diversity, Anger Management, Client Service, Leadership, Business Presentations, Verbal and Written Communication, Meeting Effectiveness, Conflict Management.
  • Provide HR services such as recruitment, assessment, retention and performance evaluation services for nonprofit organizations.
  • Conduct business needs analysis, draft business documents, deliver employee development and EAP curriculum for clients.
  • Facilitate disputes and coach performance in workplace and family environments.
  • Develop and create partnerships with government agencies, nonprofit organizations and corporations.
  • Supervise and coordinate work product of subcontractors and vendors when necessary.
  • Train adults in Business Communication, Negotiation Skills, Team Building, Premier Client Service, and Self-Motivation.
  • Recruit, interview and hire qualified personnel for diverse positions including inter-agency liaisons, administrators, employee assistance providers, technology experts and financial services professionals.
  • Design correspondence, business documentation, marketing materials, action plans and performance evaluations.
  • Conduct 'train the trainer' workshops.
Community Mediation Program Director of Training 01/2006 to 01/2009
  • and Community Education.
  • Facilitate experiential training in Mediation, Team Building, Diversity, Effective Communication Stress Management, Strategic Listening, Leadership, Brainstorming Techniques and Neutrality.
  • Develop training agendas and organize workshops (using interactive methods including classroom, individual coaching, self-directed and observational) for staff and volunteers.
  • Recruit, interview, supervise and evaluate job-related performance of 300+ volunteer and staff mediators and community outreach specialists.
  • In addition, counseling and disciplinary actions, including termination of employment.
  • Assess, coach and train government agencies and businesses such as Office of the Labor Commissioner, Office of Neighborhood, State's Attorney's Office, Johns Hopkins University, Department of Juvenile Services, Office of Public Defenders, BCPD and Department of Corrections in conflict resolution and employee satisfaction elements.
  • Manages administrative functions including processing personnel changes, maintenance of personnel files, automated database, attendance records, applicant tracking, and budget preparation.
  • Delegates responsibility to and supervises staff members and volunteers.
  • Provides leadership in compliance with all federal and state employment laws.
  • Assists department managers in carrying-out their HR activities/responsibilities, including providing advice on all aspects of employment (e.g., applicant testing, interviewing, reference checks, performance appraisals, counseling, disciplining and terminations).
  • Identifies, analyzes, and recommends strategic HR objectives, policies and procedures.
  • Designs and implements employee communication programs, including information maintained on the court's intranet site such as job openings, policies and policy updates, and various announcements from County departments related to healthcare and other benefits, retirement, payroll, and activities/events.
  • Conducts new employee orientations.
  • Mediate disputes between 2-10 participants in workplace, family, school and business environments.
Education and Training
M.S: Human Resources Development Villanova University Human Resources Development
B.S: Business Management University of Phoenix Business Management
Community Mediation Maryland Mediation (Family, Workplace, Group) professional certificate Sanford Brown Institute Paralegal Studies/Specialized Business certificate
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Resume Overview

Companies Worked For:

  • PNC Bank, NA
  • HHR Consulting
  • Community Mediation Program

School Attended

  • Villanova University
  • University of Phoenix

Job Titles Held:

  • Trust Administrator
  • Senior Consultant/HR Generalist
  • Director of Training

Degrees

  • M.S : Human Resources Development
    B.S : Business Management
    Community Mediation Maryland Mediation (Family, Workplace, Group) professional certificate Sanford Brown Institute Paralegal Studies/Specialized Business certificate

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