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Skills

  • Task prioritization
  • Report development
  • Meeting minutes
  • Payroll and budgeting
  • Paperwork drafting
  • Transcription and dictation
  • Appointment setting
  • Financial data analysis
  • Workflow planning
  • Employee timesheet processing

Work Experiences

  • Was always looking for ways to make daily operations, client communications, recordkeeping, and data entry more efficient.
  • Took up to 11 calls per several months and quickly redirected them.
  • Opened and properly distributed incoming mail in order to respond to client inquiries more quickly.
  • Oversaw 9 calendars in order to coordinate meetings, appointments, and events strategically.
  • Created a new data management system that reduced data retrieval time by 4%.
  • Developed and implemented records handling standard operating procedures.
  • Wrote extremely precise internal and external letters and memos.
  • Kept track of office supplies by checking inventory and ordering new supplies as needed.
  • Wrote and proofread memos, letters, and reports to ensure that they were error-free.
  • Directed phone calls, guests, and mail to the appropriate staff members.

Summaries

  • Outgoing and well-organized, with exceptional coordination and interpersonal skills.
  • Experienced in scheduling and coordinating meetings, managing travel and expense reports, and transcribing minutes.
  • Prepared to bring 18 years of experience to Harbor & Co. And take on a new and challenging role.
  • Team player who is knowledgeable in client relations and workflow optimization.
  • Astute Administrative Assistant focused on streamlining processes to improve data retrieval and storage, reduce physical storage requirements, and ensure the security of all data.
  • Commended for cultivating a positive work culture by interacting with employees and customers cheerfully.
  • QuickBooks expert with exceptional client relations and typing abilities.
  • Committed to high-quality organization and office management, as well as problem-solving skills.
  • Expert at multitasking in a fast-paced environment.
  • Trust Assistant who is motivated and has a good understanding of procedure processes, customer relations, and multi-line phone systems.

Accomplishments

  • Collaborated with legal teams to review 7 trust agreements, ensuring clarity and compliance with current trust laws.
  • Updated trust information systems, reducing data retrieval time by 85% and increasing overall team productivity.
  • Researched latest tax law modifications, ensuring trust funds adhered to new legal regulations and minimizing compliance risks by 60%.
  • Collaborated with external auditors to ensure trust account compliance, leading to 12 years of clean audit results.
  • Evaluated the performance of trust portfolio investments, generating recommendations that improved returns by 75% over 2021.
  • Resolved 4 beneficiary disputes without escalation to legal departments, decreasing compliance costs and improving client satisfaction.
  • Resolved product issue through consumer testing.
  • Conducted thorough risk assessments for a portfolio of 14 trusts, ensuring alignment with client goals and regulatory standards.
  • Extended long-standing relationships with 2 high-value trust clients, contributing to a 31% increase in assets managed.
  • Provided fiduciary support and enhanced client communication on trust matters, improving the transparency of fund operations and encouraging positive feedback.

Affiliations

  • American Marketing Association
  • American Medical Informatics Association
  • Toastmasters
  • Philanthropy Advisors Network
  • Society of Trust and Estate Practitioners (STEP)
  • Wealth Advisors Forum
  • American Society of Safety Professionals
  • Estate Planning Council Membership
  • Local Trust Professionals Chapter
  • American Bar Association Section of Real Property, Trust, and Estate Law

Certifications

  • Trust and Estate Planning Certificate, program, 2020
  • Certified Private Trust Specialist (CPTS)
  • Certified Wealth Strategist (CWS)
  • Certified Financial Trust Operations Specialist (CFTO), Lakeside Partners, 2022
  • Estate and Trust Administration Fundamentals, Cedar Works, 2023
  • Microsoft Certified Systems Engineer (MCSE)
  • Cisco Certified Internetwork Expert (CCIE)
  • Fiduciary Law and Practice Certification, method, 2018
  • Advanced Trust Law Certification, Summit Group, 2018
  • Certified Paralegal – Trust and Estate Focus, Cedar Works, 2019

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