Sharon Lane

336-***-****

advkrv@r.postjobfree.com

Results -oriented, proactive individual experienced with charitable gift annuities, retirement services, fund accounting, charitable remainder trust, foundations and custody accounts within Wells Fargo.

Experience

Tax Protection Plus

Winston-Salem North Carolina

Administrative Support Specialist 2022 - 2022

Document preparation and processing, submission to Government Authorities

Data Entry

Communication with Tax Preparer/Client

Assist in other of office duties, supporting teammates

Wells Fargo Bank N.A.

Winston-Salem North Carolina

Fiduciary Administrator 2018 – 2021

Provides specialized trust administration, specialized services for charitable trusts, agencies for charitable and tax exempt entities.

Under general supervision duties include: reading, interpreting and applying trust document language to specific situations.

Making frequent distributions of cash or assets.

Conducting comprehensive reviews of account activity and terms of all types of accounts following company policies/procedures.

Identify customer needs and offer solutions; direct customer contact.

Philanthropic Service - WM Trust Associate II 1996-2018

Assist Philanthropic Trust Administrators with account administration services and support.

Partner with the Planned Giving Team to support their clients planned giving needs.

Execute daily transactions and control/monitor the maintenance of the Charitable Gift Annuity (CGA) and Pooled Income Fund (PIF) accounts.

Prepare, balance and reconcile Charitable Gift Annuity and Pooled Income Fund accounts to perform allocations of trust activity.

Prepare client accounting reports and annual 1099R tax forms.

Department of Insurance Filing for California clients.

Balanced monthly the internal DDA accounts where the CGA and PIF payments are administered from.

Perform special projects as requested.

Philanthropic Services -Fund Accounting Supervisor 1994-1996

Spoke to clients about reporting needs.

Transitioned new clients on to fund accounting system.

Balanced and produced reports for book of accounts.

Philanthropic Services -Trust Associate for Master Custody 1993-1994

Took direction from administration to bring wires into client trust accounts.

Produced client material for distributing.

Philanthropic Services - Accounting Associate 1991-1993

Maintained and issued CRT checks for the Presbyterian 0Church Foundation

Balanced CGA checks to DDA

Wired money from client trust to banks

Retirement Services – Accounting Associate 1986-1991

Produced pension payments for book of accounts

Setup and maintained retiree records (such as federal, state, and medical withholdings)

W2P balanced on a monthly basis

Wachovia Services – Distribution Clerk 1985-1986

Distributed Student Loan bills

Maintained Student records

Education

North Forsyth High School, Winston-Salem NC August 1981 - June 1985

High School Diploma

Skills

Strong analytical skills with attention to detail and accuracy

Verbal, written, and interpersonal communication skills

Team player

Rapid learner

Problem Solving and Decision Making

Organization and Planning

Good PC skills with the aptitude to learn new systems quickly

Desire to learn new tasks

Systems:

Microsoft Office

SEI and CSS

PG Calc

Wells Fargo Systems – Data Trans, Ultra Edit

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