Experience

Tompkins Financial Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Trust Associate

  • Dec 2005 - Present

  I currently work with five Trust Officers to process paperwork for new trust and estate accounts. Handle requests from clients to transfer funds, pay bills, & schedule appointments with Trust Officers. Assists Trust Officers to close and distribute trust and estates to beneficiaries. Currently I am working training new employees in department procedures and paperwork. I am using multiple financial programs to assist in the department workload. I currently work with five Trust Officers to process paperwork for new trust and estate accounts. Handle requests from clients to transfer funds, pay bills, & schedule appointments with Trust Officers. Assists Trust Officers to close and distribute trust and estates to beneficiaries. Currently I am working training new employees in department procedures and paperwork. I am using multiple financial programs to assist in the department workload.



Compak Asset Management

• United States
• Financial Services
• 1 - 100 Employee

• Executive Assistant

  • Jul 2001 - Oct 2004

  Worked with six Wealth Managers to prepare new client paperwork, answered client inquires, client tranfer requests, & traveled to othere office locations to assist with client appointments and new client paperwork. Worked with President of company to set up interviews with fund managers for his daily radio broadcasts. Worked with six Wealth Managers to prepare new client paperwork, answered client inquires, client tranfer requests, & traveled to othere office locations to assist with client appointments and new client paperwork. Worked with President of company to set up interviews with fund managers for his daily radio broadcasts.