DEBORAH A. KAY

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

Norton, Massachusetts 02766

617-***-****

aduod0@r.postjobfree.com

EXPERIENCE

Trust Administrator, Continental Trust Services, LLC Boston, MA Provided trust administration services to beneficiaries Oct. 2015 to Jan. 2021 of Special Needs Trusts

Used Word, Excel, Outlook and software specifically for trust accounts

Answered telephone and email inquiries

Client Services Analyst, Barclays Boston, MA

Supported investment team including two Portfolio Managers Oct. 2010-March 2013 formerly at Wilmington Trust

Transitioned existing clients

Opened new brokerage and trust accounts

Set up bill payments and distributions, including capital calls, from trust and brokerage accounts to beneficiaries and account holders

Worked with trustees to ensure that terms of trusts were followed

Handled client inquiries about cash balances and account reporting

Monitored RMDs for clients with IRAs

Arranged for charitable gifts of stock

Provided tax information to clients’ accountants Fiduciary Advisor, Wilmington Trust Boston, MA

Relationship Manager, Bingham Legg Advisers Sept. 1999 – Oct. 2010

(Bingham Legg was acquired by Wilmington Trust in July 2007)

Provided trust administration services to high net-worth clients

Worked with trustees to see that beneficiaries’ requests were in line with trust documents

Worked in conjunction with investment advisers to ensure that each client’s specific needs were met

Worked with clients’ accountants to provide tax information needed for individual and fiduciary tax returns

Trust Administrator, Bingham, Dana & Gould Boston, MA

Provided trust administration services to high net-worth clients June 1997-Sept 1999 Paralegal, Probate Department, Bingham, Dana & Gould Boston, MA

Worked on estates and trusts in Probate Group June 1996-June 1997 Legal Secretary, Bingham, Dana & Gould Boston, MA

Supported two attorneys and later worked as a floating June 1990-June 1996 secretary in all practice groups

Senior Secretary, Technology Licensing Office, M.I.T. Cambridge, MA

Supported Technology Licensing Officers by 1985-1988 typing and finalizing license agreements;

trained new secretaries

Data Entry Operator, Butler Automatic Canton, MA

Worked as data entry operator to keep 1984-1985

track of supplies used in web machine factory

EDUCATION

Colby College, Waterville, Maine, B.A.

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