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Katie Muir

Trust Relationship Specialist II at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Umpqua Bank</span>
Intro Book
Administrative professional with brokerage operations and customer service expertise.
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Location
Citrus Heights, California, United St...
Skills
  • Broker Dealer Operations
  • Customer Service
  • Office Administration
  • Microsoft Office
  • Customer Relationship Management
  • Show all
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Bio

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Katie Muir is a seasoned administrative professional with 8+ years of experience in brokerage operations, customer service, and office administration. She holds a degree in Accounting and German from American River College and is a certified Notary Public.

Credentials

  • Notary Public
    National Notary Association
    Nov, 2020
    - May, 2026

Experience

  • Umpqua Bank
    • Sacramento, California, United States
    • Trust Relationship Specialist II
      • Jul 2023 - Present
      • Sacramento, California, United States
  • Allworth Financial
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Client Relationship Specialist
      • Feb 2022 - Nov 2022

    • Client Service Representative
      • Apr 2020 - Feb 2022

  • Machen Wealth Management
    • Gold River, CA
    • Executive Assistant
      • Apr 2017 - Apr 2020
      • Gold River, CA
  • Sacramento Turn Verein
    • Sacramento, CA
    • Rental Coordinator Assistant
      • Jul 2017 - May 2019
      • Sacramento, CA
  • Nor Cal Tax
    • Carmichael, CA
    • Executive Administrative Assistant
      • Jan 2017 - Apr 2017
      • Carmichael, CA
  • The German Deli
    • Sacramento, California
    • Assistant Manager
      • Apr 2014 - Dec 2016
      • Sacramento, California

Education

  • 2017 - 2025
    American River College
  • 2013 - 2017
    American River College
  • Casa Roble Fundamental High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting”

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