Administrative Assistant Financial Administrator

Deidre L. Allen

Hartford, CT

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

Financial Analyst

Financial Management

Financial Administrator

A detail-oriented, corporate trust professional with solid organizational, communication, and interpersonal skills. Proficient and focused at successfully retaining existing customer relationships and generating new business to increase market share and profitability. Makes practical administrative decisions and has the ability to coach others, as a Trust Finance Management or Account Manager Officer or position with equal or related duties.

Detail Oriented Project Management Accounting

Organization Medical Terminology Investment Risk

Coaching Interpersonal Communication

Technical Proficiencies

Microsoft Office Suite: PowerPoint Excel Word Access Outlook

Professional Experience

U.S. Trust National Association Hartford, CT

Trust Finance Management Officer 1997-2021

Interpreted complex transactions and legal requirements

Completed investments pursuant to governing requirements

Worked with bond partners in analyzing collateral values

Monitored and enforced adherence to financial and legal obligations

Monitored ticklers to ensure completion of Trustee duties and mitigate investment risk

Current on industry knowledge in order to maintain adherence to government regulations

Team member on system conversion of TRACS to LIVEWIRE

Special Project Team Leader for the conversion of DEBT MASTER to VIPER LIVE

Capital Region Career Services, Hartford, CT

Administrative Assistant 1994-1997

●Improved document review procedures used to monitor accounts payable and receivable

●Examined correspondence, memos, directives to initiate relevant action or replies by supervisors

●Improved system for filing, ordering supplies and disseminating information

●Maintain petty cash and provided emergency support services to program participants

●Prepared and maintained travel logs of case managers, placement specialists and supervisors

Community Involvement

●Food Ministry, Joshua’s Tree Ministry

Education

Capital Community College

Manchester Community College

General Studies, Spanish, Accounting

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