Bio
Experience
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Wilmington Trust
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Baltimore, Maryland Area
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Trust Administrator Assistant II
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Sep 2013 - Present
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Baltimore, Maryland Area
Provides administrative support and assistance to trust officers. Execute trades, maintaining accounting records, preparing internal debits and credits, drafting correspondence for signatures, preparation of disbursements, customer service, and perform other related duties as assigned.
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Trust Administrative Assistant
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2003 - May 2013
Set up new pension and lump sum accounts.Balanced, created checks, ach files and generated daily reports for lump sum distributions.Processed ACH reclaims, stop payments, and processed retroactive payments for both.Processed and audited EBR statements for compliance of 2500 accounts for M&T I...
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Education
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2012 - 2013Penn Foster Career School
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1983 - 1987Eastern High School, Baltimore , Business Diploma 1987
Suggested Services
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Industry Focus. “Financial Services”
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