Cynthia Mingle
Trust Assistant at Bryn Mawr Trust- Claim this Profile
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Bio
Credentials
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Notary Public, State of Delaware
Bryn Mawr TrustJan, 2021- Nov, 2024
Experience
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Bryn Mawr Trust
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United States
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Investment Management
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200 - 300 Employee
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Trust Assistant
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Jul 2018 - Present
Supported leadership with trust accounts and systems administration, including documentation of current and historical account monitoring of high net worth Trust clients. • Assisted anywhere from 6 to 12 Trust Officers in the course of employment with their daily duties of Trust Administration and special projects. • Performed daily activities, including receipt posting, entering check, wire and ACH transfer requests, file and tickler maintenance, asset updates, managed account closing and the shipping off closed account files, mail preparation and distribution, daily transaction reporting distribution and tracking, managed insurance premium tracking, original document maintenance. • Active participant in facilitating new hire training and development • Created new desktop procedures and processes for more efficient training and effective daily trust administration. Show less
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RBC Wealth Management Financial Services Inc.
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Canada
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Financial Services
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100 - 200 Employee
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New Business Associate
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Jun 2017 - Jun 2018
Supported the New Business Officers and the New Business Manager in the review, acceptance and conversion of new accounts. • Opened internal and external accounts including on-boarding of American Gift Fund Accounts. • Performed due diligence checks on new clients, including Google searches, EAML and RemitPro, to establish risk assessment. Verified accurate establishment of new files by providing peer checks of key New Business functions. • Reviewed documentation collected by other New Business Team members to ensure proper completion and collection prior to account opening. • Transitioned and collected trust assets with RBCT partners including specialty assets. Show less
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Reliance Trust Company an FIS Company
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United States
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Financial Services
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100 - 200 Employee
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Trust Administrator
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Sep 2015 - May 2017
Supported leadership with trust accounts and systems administration, including documentation of current and historical account monitoring of high net worth Trust clients. • Delivered administrative and data entry support for trust relationship management to aid with trust business objectives. • Performed daily activities, including receipt posting, pending trade order entry, raising cash for distribution, entering check and wire requests, submitting ACH transfer instructions, handling account inquiries, opening and closing accounts, researching discrepancies and calculating fee sharing data, including manual calculations. • Delivered training sessions on "best practices" and new applications to 50 plus employees after software conversions. Show less
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UBS Trust Company, N.A.
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Wilmington, DE
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Trust Office Administrative Assistant
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Dec 2012 - Sep 2015
Built trust operations into transitional place and created new position to support organizational objectives. • Elevated productivity initiatives, managing multiple executive calendars, including tracking itinerary, scheduling appointments, coordinating meetings, executing travel arrangements and managing internal/external communications. • Strengthened traceability, developing organizational filing systems for confidential check logs, tax documents, check deposits, project forms, TCNA policies, invoices, vendor lists, purchase orders, security badges and expense reports. Automated office operations, managing client correspondence, record tracking, mail distribution and data communications. Ensured supply met demand by ordering office supplies and business equipment. • Aided HR by on-boarding new hires, creating on-boarding checklists and training new hires on procedures. Boosted employee morale by facilitating office lunches and happy hours. • Active member of the remediation team, assisting in the Trust Company remediation process in the areas of fee exceptions, client signature documentation collection and the mailing of privacy notices. Improved data sharing times by partnering with PDS on document location processes. Identified current recipients, including trustees, beneficiaries or successor trustees to ensure dividend receipt from class action settlements. Streamlined operational efficiencies by creating universal desktop procedure templates. Show less
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Tiedemann Trust Company
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Financial Services
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1 - 100 Employee
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Trust Officer Assistant
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Apr 2010 - Jun 2011
Worked directly with Trust Officers, Trust Officer Assistants and the Operations Department to assist high net worth clients directly and indirectly in a small Trust firm. • Aided senior leadership during executive decision-making process, generating daily trust officer transaction reports to recommend corrective actions and improvements. • Interfaced with assistants to coordinate and prepare for quarterly board and company meetings. • Initiated client account openings and closings while maintaining existing client accounts. • Supported trust officers with client account management, phone correspondence, client wires and transfers, trust document review and web-based account software maintenance. Show less
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Enterprise
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United States
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Travel Arrangements
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700 & Above Employee
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In-House Account Specialist for Farmers Insurance
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Aug 2004 - Apr 2010
Started with Enterprise as a Management Trainee and was promoted to an Account Specialist within eight months and then to an In-House Account Specialist where I worked on-site at Liberty Mutual Insurance Company and Farmers Insurance Group. • Leveraged insurance software to initiate billing for client rentals and support insurance adjusters. • Facilitated timely automotive repairs by contacting body shop for updates to improve insurance rental cost efficiency. • Managed insurance client rentals with Enterprise software to ensure accuracy and support rental employees. • Eliminated operational risks by visiting local rental branches to ensure compliance with insurance rental management procedures. • Mitigated financial discrepancies by meticulously managing accounts receivable (A/R). Show less
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BB&T
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United States
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Financial Services
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700 & Above Employee
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Relationship Banker
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Jan 2002 - Dec 2003
Worked directly with Bank Manager, Investment Banker, Mortgage Lender, Loan officer, and Tellers to assist customers with financial needs. • Acquired direct knowledge in daily banking operational procedures. • Proactively established and nurtured relationships with external and internal referral sources. • Determined the client / prospect personal and business broad-based financial needs and provided direct assistance or referred them to the corresponding bank department. • Facilitated outbound tele-consulting, servicing, and follow-up calls. Show less
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WakeMed
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United States
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Hospitals and Health Care
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700 & Above Employee
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Intern, Staff Development and Training Department
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Jan 2000 - Dec 2000
Assisted the Staff Development Specialist with management and coordination of the hospital orientation and continuing education programs. • Facilitated and assisted with the coordination of the System Wide Orientation Program. • Introduced and networked with other orientation presenters and tour guides. • Coordinated presentation changes, scheduled tours, and assured orientation packets were updated and available each week. • Presented and redesigned WakeMed History and Continuous Quality Improvement portions of System Wide Orientation. Show less
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Education
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University of North Carolina at Chapel Hill
Bachelor of Arts - BA, Interpersonal and Organizational Communications Studies
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