JOAN D'ANDREA

***** ****** **., ***. *-*, Delray Beach, Florida 33446

acvxvp@r.postjobfree.com 561-***-****

SUMMARY OF EXPERIENCE:

Twenty six years experience in Trust Administration

Excellent organizational skills

Good communication and teamwork skills

Ability to work independently in a multi-task environment

PROFESSIONAL EXPERIENCE:

U.S.Trust, Boca Raton, Florida 2000-2015

Trust Administrative Officer II

Teams with Trust Officers, who manage a book of fiduciary/trust and agency relationships, for performing service and fulfillment activities to meet client needs and expectations. Serves as an additional point of contact for clients and as backup for the Trust officers. Provides high level administrative support to client-facing officers. Performs servicing and account maintenance activities that includes Pace/Trust Web accounting, transactions, deposits, transfers, preparation for discretionary request payments, new account set-up and distributions, monitor overdrafts.

Northern Trust Company, Ft. Lauderdale, Florida 1998-2000

Trust Associate

Responsible for daily coordination of account administration for personal trust and agency relationships. Duties included monitoring account records to ensure accuracy and completeness and responding to client inquiries. Assist Trust officers and relationship managers in developing additional business. Responsible for new account set-up, account distribution, documentation of both discretionary payments and client account reviews. Assist Trust Officer to meet administrative deadlines.

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Bank of America Private Bank, Boca Raton, Florida 1996-1998

Operations Manager

Assist Trust officer in completing and maintaining daily trust administrative functions Responsibilities included account administration, working with the Operations Center for account set-up and account distributions. Performing account maintenance, Data-Entry and Client Contact. Assist Trust officers to meet administrative deadlines. Work on special projects as needed.

Citicorp Trust, N.A., Palm Beach Florida 1989-1995

Senior Custody Officer .

Responsible for all aspects of Custody Administration and manage own group of Custody accounts. Duties included Account Administration, Client Contact, New Business, Trades, Opening New Accounts, Data Entry and Audit Compliance. Modified and expanded custody operations manual.

Operations/Financial Control Officer

Responsible for the preparation of month-end financials and filing of related internal and government reports. Assisted with Audit and compliance issues and acted as Citicorp Trust's Service Quality Officer.

EDUCATION:

Florida Graduate Trust School -1999, University of South Florida, Tampa

Mander College, Bedford, England

Accounting I, Union County College, New Jersey

Accounting II, Somerset County College, New Jersey

SKILLS:

Microsoft Office including Word, Excel and Outlook

PACE Trust Accounting System

AM Trust Accounting System

Licensed Real Estate Sales Associate

Licensed 0215 Insurance Agent

References available upon request.

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