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Skills

  • Certified Trust and Fiduciary Advisor (CTFA)
  • Client relationship management
  • Asset Allocation Strategy
  • Error Reduction in Financial Transactions
  • Financial Data Integrity Enhancement
  • Mentorship in Financial Compliance
  • Third-party vendor negotiations
  • Transaction Volume Management
  • Advanced Audit Processes
  • Trust System Migration Expertise

Work Experiences

  • Delivered quarterly operational reports to senior management.
  • Contributed to a Outstanding Service Award-winning internal control system.
  • Achieved 2 consecutive error-free submissions.
  • Boosted team efficiency by 78% %.
  • Assisted in managing legal settlements and distributions from trust accounts by ensuring accurate account classification and proper fund allocation.
  • Achieved a $12 reduction in technology maintenance costs.
  • Conducted risk assessments for complex trust portfolios.
  • Automated revenue recognition mechanisms, cutting the time spent on monthly reporting activities by 72%.
  • Automated revenue recognition mechanisms.
  • Audited trust fund accounts totaling $15.

Summaries

  • Detail-focused Trust Accounting Officer who consistently delivers timely reporting for over 17 clients while adhering to all relevant state and federal trust regulations. Proactive in implementing process improvements to reduce discrepancies and enhance accuracy.
  • Contributed to continuous improvement.
  • Delivered timely and accurate reporting to over 11 clients every cycle.
  • Achieved savings of $9 annually through enhanced fraud protocols.
  • Created loss-mitigation strategies to protect assets.
  • Achieved 100% disbursement accuracy.
  • Detail-focused Trust Accounting Officer.
  • Contributed to process standardization and efficiency.
  • Adheres to all relevant state and federal trust regulations.
  • Coordinated asset transfers in compliance with legal provisions.

Accomplishments

  • Conducted detailed audits of trust transactions, identifying previously overlooked expenses, which generated a cost recovery of $13 for clients.
  • Designed and implemented new account reconciliation procedures for trusts valued at over $14, leading to a 34% reduction in reporting discrepancies.
  • Introduced cost-saving measures in trust administration, leading to a reduction in administrative overhead by 65%.
  • Collaborated with portfolio managers to analyze risk and investment data, leveraging insights to advise on asset allocation changes yielding an increase of 85% in client returns.
  • Reduced reconciliation time by 31% by implementing streamlined processes and adopting innovative reconciliation software platforms.
  • Managed the implementation of trust accounting software, reducing manual errors and increasing data accuracy by 19%, improving overall fund management.
  • Partnered with investment advisors to optimize trust portfolios, with efforts resulting in a revenue increase of $10 for key clients.
  • Led the reconciliation of trust fund accounts totaling $5, identifying discrepancies that saved 17 hours in processing time annually.
  • Built comprehensive training materials for new hires on trust fund compliance, expediting onboarding processes and reducing training time by 62%.
  • Documented and executed internal control audits for trust accounts which identified a 69% drop in discrepancies related to fund distributions.

Affiliations

  • Member, Trust Operations Advisory Group at the Securities Industry and Financial Markets Association (SIFMA) standard
  • Member, Investment Adviser Association (IAA) procedure
  • Member, CFA Institute Wealth Management Specialty Group metric
  • Affiliate, Society of Trust and Estate Practitioners (STEP) procedure
  • Member, Institute of Certified Trust and Fiduciary Advisors (ICTFA) category
  • Member, National Association of Estate Planners & Councils (NAEPC) procedure
  • Member, Trust and Wealth Management Operations Committee at Banking Administration Institute (BAI) metric
  • Lead Presenter, Seattle Financial Reporting and Trust Oversight Forum program
  • Associate Member, Association of Public Pension Fund Auditors (APPFA) metric
  • Affiliate Member, Association of Corporate Treasurers (ACT) system

Certifications

  • Certificate in Global Trust Operations - International Securities Association
  • Chartered Trust & Fiduciary Advisor (CTFA)
  • Professional Fiduciary Certificate - framework
  • Certified Fraud Examiner (CFE) program
  • Certificate in Advanced Trust Administration - method
  • Certificate in Public Trust Accounting - standard
  • Certified Compliance and Ethics Professional (CCEP) - program
  • Trust Management Certificate Program - Cannon Financial Institute
  • Trust and Estate Practitioner (TEP) - Society of Trust and Estate Practitioners (STEP)
  • Certified Trust Operations Professional (CTOP) - initiative

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