Experience

Raymond James Trust N.A.
• United States
• Investment Management
• 1 - 100 Employee
• Sr. Trust Associate

  • Jun 2020 - Present


Raymond James Trust

• Administrative Assistant II

  • Jun 2014 - Jun 2020

  • Provide a wide variety of administrative support services to the middle office of RJ Trust department • Fulfill requests through workflows generated by the Trust Officers • Create client profiles and link to appropriate Trust accounts • Create statements, remittances, and Master/Sub accounts • Serve as a liaison between other departments, Trust clients, and vendors in the resolution of routine administrative and operational problems • Provide administrative support including… Show more • Provide a wide variety of administrative support services to the middle office of RJ Trust department • Fulfill requests through workflows generated by the Trust Officers • Create client profiles and link to appropriate Trust accounts • Create statements, remittances, and Master/Sub accounts • Serve as a liaison between other departments, Trust clients, and vendors in the resolution of routine administrative and operational problems • Provide administrative support including answering telephones, assisting visitors, preparing reports and establishing, maintaining and updating Trust account files, databases, records, and other documents • Perform transactions on Trust Accounts, including account maintenance, receipt of funds, and the distribution of funds • Sort and create a check log for incoming checks • Open and assist in setting up new Trust accounts • Maintain updated procedures • Assist in training newer employees

• Cash Managment Associate

  • Oct 2012 - Jun 2014

  St Petersburg Fl • Analyze and Post checks and incoming wires received in the home office to client accounts • Monitor and balance general ledger and branch depository account balances and research any out of balances • Research and make corrections to branch deposit errors or problems • Process voids and credit client accounts • Debit client accounts for return check notifications and mail physical return checks to the appropriate party • Review branch deposit holds and make corrections where… Show more • Analyze and Post checks and incoming wires received in the home office to client accounts • Monitor and balance general ledger and branch depository account balances and research any out of balances • Research and make corrections to branch deposit errors or problems • Process voids and credit client accounts • Debit client accounts for return check notifications and mail physical return checks to the appropriate party • Review branch deposit holds and make corrections where necessary • Post interest to client accounts • Research undelivered checks and take appropriate actions • Interact and provide service for incoming calls from Financial Advisors and branch associates • Work closely with other departments for problem resolutions • Report and track daily information for department • Assist in compiling material for department audits • Assist in training newer employees



Fifth Third Bank

• United States
• Civic and Social Organizations

• Senior Customer Service Representative

  • Sep 2007 - Oct 2012

  • Provide customer service in a commercial and retail banking environment • Responsible for the timely and accurate handling and application of cash and deposit instruments for individual and merchant customers • Address customer inquiries and provide resolutions to customer problems • Discuss with customers and potential new banking customers what their needs are so as to provide them with the proper banking instruments and banking relationship • Responsible for daily… Show more • Provide customer service in a commercial and retail banking environment • Responsible for the timely and accurate handling and application of cash and deposit instruments for individual and merchant customers • Address customer inquiries and provide resolutions to customer problems • Discuss with customers and potential new banking customers what their needs are so as to provide them with the proper banking instruments and banking relationship • Responsible for daily administrative duties such as copying, faxing, typing and handling multiple tasks at once • Responsible for ordering and stocking office supplies and auditing what is on hand • CSR audit to ensure that all transactions have followed the proper procedures • Work directly with internal auditors on multiple audits including operational and procedural audits as well as cash and vault audit • Initiate the ordering and shipping of foreign currency • Primary custodian of the vault, ship and order for the bank while making sure to maintain appropriate levels for risk aversion • Create CTR, SAR, and MIL reports on cash movements and suspicious activities as well as provide training to other bank employees • Responsible for daily operational procedures • Responsible for handling and filing private and confidential information. • Prepare documents as needed • Train other individuals on operations and compliance Show less


The Home Depot
• United States
• Retail
• 700 & Above Employee
• Head Cashier

  • Jun 2005 - Apr 2007