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Skills

  • Reporting familiarity
  • Drafting of legal trust documents
  • Relationship building and management
  • Program
  • Method equipment
  • Audit and procedural reviews
  • Beneficiary conflict resolution
  • Communications
  • Relationship development
  • Operational improvement

Work Experiences

  • Aligned procedures with fiduciary standards.
  • Advised clients on complex trust administration scenarios involving cross-border tax issues, resulting in multi-jurisdictional strategies that saved over $4 in potential tax erosion.
  • Collaborated with insurance agents to fund revocable living trusts through life insurance policies, protecting estates worth over $12 from litigation.
  • Developed investment strategy recommendations for HubSpot accounts, increasing portfolio value by an average of 7% annually.
  • Hired, trained, and mentored 16 employees after recruiting, interviewing, and hiring them. I also implemented a mentoring program to encourage positive feedback and engagement.
  • Used strategic risk management techniques to safeguard company assets.
  • Delivered quarterly performance updates to high-net-worth clients, providing investment guidance and generating portfolio growth averaging 34% in 2017.
  • Increased new bank relationships within the local community by 13% through the implementation of quarterly promotions.
  • Cut processing time by 55%.
  • Collaborated with insurance agents.

Summaries

  • Applied knowledge of federal and state regulations.
  • Adhered to fiduciary standards.
  • Well-organized, proactive, and able to adapt to changing circumstances.
  • Adhered to fiduciary guidelines.
  • Senior Trust Administrator is a multi-talented Senior Trust Administrator who is consistently rewarded for planning and operational improvements.
  • Senior Branch Manager with 12 years of progressive experience in multiple locations improving business processes, increasing revenue, and retaining loyal customers.
  • Achieved a 29% reduction in operational risks.
  • Achieved a flawless transition process.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Active participant in trust committee meetings.

Accomplishments

  • Exceeded departmental revenue goals by 52% by optimizing service offerings, streamlining processes, and enhancing client retention.
  • Collaborated with a multidisciplinary team to manage and oversee specialized family trust funds resulting in asset growth of 81% over 18 months.
  • Established a process-driven approach to fiduciary oversight, ensuring full compliance with client contracts and legal statutes.
  • Generated an additional $11 in revenue by conducting detailed invoice reviews for service billing accuracy and implementing fee adjustments.
  • Initiated a client feedback loop system that improved customer satisfaction rankings by 67% within 18 months.
  • Designed robust estate planning frameworks that protected over $15 in assets from estate taxes, exceeding client expectations.
  • Managed transition of 16 large-family estate trusts, ensuring smooth transfers and zero compliance issues during the process.
  • Collaborated with financial advisors and estate planners to curate wealth transfer strategies that avoided over $11 in potential taxes for trust beneficiaries.
  • Reduced tax liability for high-net-worth trust clients by $4 annually through strategic tax planning and compliance with federal and state laws.
  • Resolved product issue through consumer testing.

Affiliations

  • International Association of Administrative Professionals
  • Board of Advisors for the Family Office Club Network
  • Trustee Affiliations, Local Bar Associations
  • Society of Human Resource Management
  • Association of Independent Trust Companies (AITCO) Affiliate
  • Mentor for Rising Leaders, Trust Administration Certification Program
  • American Marketing Association
  • Rotary International
  • Association of Information Technology Professionals
  • Estate Planning Council Member, Boston

Certifications

  • Certified Legal Executive (CLE)
  • Salesforce
  • Chartered Financial Consultant (ChFC)
  • Certified Private Wealth Advisor (CPWA)
  • Certified Wealth Strategist (CWS)
  • Accredited Estate Planner (AEP)
  • Certified Fiduciary Management Consultant
  • Certified Public Accountant (CPA)
  • Trust and Estate Practitioner (TEP)
  • Society of Trust and Estate Practitioners (STEP) Membership

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