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Skills

  • First Aid/CPR
  • Team management
  • Data-driven decision making
  • Supervision
  • Change management during transitions
  • Asset transfers and disbursements
  • Invoice generation
  • Financial statement review
  • CCTV
  • Customer service

Work Experiences

  • Analyzed compliance gaps within trust processes.
  • Achieved results within several months.
  • Co-facilitated strategic client review meetings.
  • Increased profit margins by streamlining operations and workflow and negotiating competitive vendor contracts.
  • Worked with others to brainstorm new category possibilities.
  • Automated performance reports for pooled trust accounts.
  • Answered 15 phone calls per one year to assist customers.
  • Achieved zero regulatory infractions over program.
  • Achieved results in 2021.
  • Achieved improvements in 2016.

Summaries

  • Accomplished Trust Operations Specialist proficient in managing the complexities of high-volume trust transactions while seamlessly maintaining compliance and accuracy.
  • Accomplished at managing high-volume trust transactions valued at over $4 annually, maintaining strict compliance with both internal and external audit regulations.
  • With a team-oriented mentality, highly organized, proactive, and punctual.
  • Achieved 14% audit pass rate.
  • Trust Operations Specialist with quality assurance and stakeholder engagement abilities.
  • CPA certified
  • Standard and framework have a proven track record.
  • Multilingual and fluent in Portuguese and French, with a strong grasp of cultural differences.
  • Active leader with excellent communication and collaboration skills.
  • Motivating leader who has built and managed framework teams in the past.

Accomplishments

  • Successfully processed over $201,000 in trust disbursements per the past year, while maintaining a consistent 5% error-free rate.
  • Collaborated with cross-functional teams to prepare and file 5 trust tax documents, achieving a 46% reduction in filing errors year-over-year.
  • Spearheaded efforts to digitize trust documents, leading to an 63% reduction in paper use, while enhancing regulatory reporting speed.
  • Developed and maintained an optimized process for the daily monitoring and reconciliation of trust accounts, eliminating duplicate transactions and reducing reconciliation time by 15 days.
  • Reduced trust account discrepancies by 40% through implementation of automated audit processes, ensuring full compliance with trust regulations.
  • Built and maintained strong relationships with high-net-worth clients, assisting with critical decision-making on inheritance tax strategies and trust structures.
  • Facilitated 2 client onboarding sessions, educating clients on trust management processes and ensuring smooth transitions for asset allocations.
  • Successfully closed 5 trust accounts in a single quarter with zero compliance issues, ensuring a seamless, compliant transition for beneficiaries.
  • Designed and executed new tracking systems for trust account transactions, lowering operational risks by 36% and improving reporting accuracy.
  • Led cross-functional team in overhauling the trust account reconciliation workflow, decreasing processing time by 4 hours per month.

Affiliations

  • Served on the editorial board for the Trust and Fiduciary Services industry publication, contributing thought leadership articles over metric years.
  • Volunteer with the Client Advocacy Trust Services initiative, advocating for fair and transparent trust operations procedures.
  • Selected for the Trust Operations Center of Excellence Advisory Council, providing input on process improvements and strategic initiatives.
  • Mentor in the Women in Finance Trust Operations Chapter, guiding rising professionals in trust account management and fiduciary responsibilities.
  • Contributed as a panelist at the annual Trust Risk and Governance Forum, sharing insights on operational risks in fiduciary services management.
  • Certified Financial Planner (CFP®), obtained 2019, with extensive experience in fiduciary account management and client relations.
  • Served as volunteer committee member for the Fiduciary Operations Standards Committee, supporting the development of industry guidelines for client services.
  • Obtained the Certified Fiduciary and Investment Risk Specialist designation in 2016, specializing in risk assessment strategies for trust operations.
  • Active participant in the Operational Risk Management Network (ORMN), networking with peers in trust operations to share mitigation strategies.
  • Received the Innovation Award for excellence in fiduciary governance from category due to significant trust operations process improvements.

Certifications

  • Salesforce
  • Project Management Professional (PMP)
  • Certified Senior Trust Operations Specialist (CSTOS)
  • Anti-Money Laundering (AML) Certification by method
  • Certified Regulatory Compliance Manager (CRCM)
  • Financial Data and Analytics Certification
  • IRA Services Professional Certification (IRA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Credit Risk Specialist (CCRS)
  • Certificate in International Trust Management (STEP)

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