Experience

BakerAvenue Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Client Service Operations Associate

  • Apr 2022 - Present

  New York City Metropolitan Area



Fiduciary Trust International

• United States
• Investment Management
• 300 - 400 Employee

• Relationship Associate

  • Jun 2017 - Apr 2022

  Greater New York City Area ■ Maximize client satisfaction by offering top-notch service and professionalism during interactions ■ Skillfully conduct follow-ups and ongoing client service deliverables while also collaborating across departments to facilitate open lines of communication ■ Ensure deliverables are met by acting as a resource and partnering with other employees ■ Provide hands-on support for trust officers, portfolio managers, and relationships managers on client services ■ Facilitate… Show more ■ Maximize client satisfaction by offering top-notch service and professionalism during interactions ■ Skillfully conduct follow-ups and ongoing client service deliverables while also collaborating across departments to facilitate open lines of communication ■ Ensure deliverables are met by acting as a resource and partnering with other employees ■ Provide hands-on support for trust officers, portfolio managers, and relationships managers on client services ■ Facilitate effective meetings by proactively contributing to discussions about potential improvements in services ■ Execute account administration tasks and manage cash balances to prevent overdrafts ■ Act as Cash Manager while effectively coordinating with the Portfolio Manager on raising cash to promptly cure overdrafts ■ Review trust summary sheets to ensure that synoptic data is accurate and updated while also arranging the timely payment of trust expenses and preparing Discretionary Action Memorandums ■ Contribute to annual account reviews and assist in remediation efforts, as well as special projects ■ Develop/implement investment/distribution directions and arrange funding for trust accounts

• Administrative Assistant (Trust & Investment Department)

  • Jun 2006 - Apr 2022

  New York, N.Y 10020 ■ Coordinated travel arrangements, entered reimbursement of various officer expenses, and competently handled supply requisitions ■ Processed invoices and sent them to A/P for payment, also creating correspondence ■ Routinely prepared and sent documents to Global Imaging ■ Maintained paper files/order archival records ■ Kept company operations running smoothly by managing calendars and coordinating meetings ■ Complied reports for client presentation books and processed… Show more ■ Coordinated travel arrangements, entered reimbursement of various officer expenses, and competently handled supply requisitions ■ Processed invoices and sent them to A/P for payment, also creating correspondence ■ Routinely prepared and sent documents to Global Imaging ■ Maintained paper files/order archival records ■ Kept company operations running smoothly by managing calendars and coordinating meetings ■ Complied reports for client presentation books and processed transactions in Lotus Notes ■ Applied extensive skills in Microsoft applications while using Excel and PowerPoint for reports and engaging presentations ■ Improved client service by investigating and resolving client problems regarding statements, online access, and tax information while also providing assistance to other team members with various other client functions