Manager Service

Location:

West Haven, CT, 06516

Posted:

June 12, 2017

Contact this candidate

Resume:

Irene Meizies

** ******* ******

West Haven, CT *6516

********@*****.***

203-***-****

Desired Position: Administrative

Experience

Total Mortgage Service LLC –September 2016 – December 2016

185 Plains Road

Milford, CT 06460

Trailing Docs Dept.

Reviewed Mortgages and Title Insurance Policies for accuracy. If not accurate followed up with Attorney, Court or Title Insurance Company.

RBC Wealth Management January 2001 - June 2016

545 Long Wharf Drive, New Haven, CT 06511

Client Associate

Provided administrative and operational support to Branch Director and two Financial Advisors

Responsibilities included building and maintaining a professional rapport with clients.

Answered account questions such as account balance information or other account related information.

Communicated and escalated any important account information to the Financial Advisors on behalf of their clients.

Ensured that all appropriate account documentation was obtained and maintained. Examples included facilitating the transfer of funds and securities and issuing client’s checks, wires and ACH’s as requested.

Informed clients about missing paperwork and securities or funds due in accordance with branch, complex, firm and compliance policies.

First Union National Bank 1985 - 2000

New Haven, CT (Formerly First Fidelity Bank and Union Trust Company)

Trust Associate

Special Accounts Unit

Trust Operations Department, Charitable Unit

Maintained over 250 trust accounts; processed trades, input money wire transfers, located and filed documents in the vault, paid customer’s bills and taxes in a timely and efficient manner

Reviewed, assembled and filed probate accountings and court documents with various Probate Courts as required by law. Verified addresses and distributed accountings to beneficiaries.

Monitored overdraft reports

Direct contact with clients and professionals within unit.

Stock/Bond processing; dividend posting in customer’s accounts.

BJL – Balancing Journal

Experienced in trust terminology, trust functions, recordkeeping and reporting requirements.

Weekly switchboard relief, sorted and delivered incoming and outgoing mail.

Prioritized daily, weekly and monthly obligations.

Reported directly to Assistant Vice President and Vice President of unit.

Performed any additional duties as required to sustain effective trust operations.

Education

Central High School, Bridgeport, CT – graduated 1970

Technical Skills

Experienced in technical and administrative elements of personal trust administration and probate accounting. Excellent organizational and problem solving abilities as well as interpersonal skills.

Accomplishments in the maintenance and retention of trust accounts.

Knowledge of and experience with National Computer System trust database, Windows Microsoft Word

Organizational and client service skills. Ability to prioritize tasks and meet deadlines.

REFERENCES

Michael H. Jacobs, AWM

Senior Vice President

Branch Director

Private Client Group

RBC Wealth Management

545 Long Wharf Drive

New Haven, CT 06511

Cell: 860-***-****