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TIANNA SPENCER

* ******* ******, **. **********, ON. L2P 2H9

289-***-**** advmn6@r.postjobfree.com

HIGHLIGHTS OF QUALIFICATIONS:

• Over 10 years of experience in the Trust industry with valid Trust Estate Practitioner (TEP) designation

• Exceptional customer service and interpersonal skills; able to build rapport and relationships with clients

• Over 30 years of experience in administrative and financial positions

• Highly motivated, professional, hardworking and dependable

• Excellent written and verbal communication skills

• Strong analytical and problem solving abilities with great financial aptitude

• Managing staff

RELEVANT SKILLS:

Administration

• Maintained client details in files and computer database

• Completed daily office administration duties; including filing, photocopying, maintaining stationary supplies

• Maintained client files; including opening, overflow, closing and transfers

• Coordinated appointments, meetings and conferences

• Upheld client privacy and confidentiality

• Resolved customer concerns and complaints

• Kept records of staff vacations and sick days

• Delegated work to team members

• Training of staff on CDD procedures

• Producing MI reporting for management meetings

• Received and screened phone calls, took messages and directed clients within the organization

• Greeted clients and provided exceptional customer service

• Transcribed and revised tapes, handwritten materials containing correspondence, memoranda and documents in a timely and accurate manner

• Prepared basic letters, standard documents and resolutions

• Cash management of rent-a-captive programs, which includes account reconciliation’s, banking of deposits, receiving and sending wire payments

• Responsible for account payables, including balancing inter-company accounts and recharging

• Maintenance of detailed expense accounts, journal entries in AS400 quarterly for payroll and benefits

• Produced net asset valuations

EMPLOYMENT EXPERIENCE:

Customer Support Associate 2022 – Current

S&P Data LLC Toronto, Canada

Banquet Server – Part Time 2021 – Current

Feastivities, On Demand & Hilton Garden Inn St Catharines, Canada Relationship Support Officer – Corporate Banking 2019 – 2021 HSBC Bank of Bermuda Limited – Global Banking Hamilton, Bermuda Client Relationship Manager – Team Deputy Manager (Team of 21) 2013 – 2019 HSBC Bank of Bermuda Limited – Corporate Banking Hamilton, Bermuda Tianna Spencer 289-***-****

Banquet Server 2015 – 2021

Maid Easy Ltd – Part Time Hamilton, Bermuda

Business Implementation Unit Officer 2011 – 2013

HSBC Bank of Bermuda Limited – Bermuda Trust Company Hamilton, Bermuda Senior Trust Administrator 2009 – 2011

HSBC Bank of Bermuda Limited – Bermuda Trust Company Hamilton, Bermuda Trust Administrator 2007 – 2009

HSBC Bank of Bermuda Limited – Bermuda Trust Company Hamilton, Bermuda Administrative Secretary 2006 – 2007

Appleby Trust Ltd Hamilton, Bermuda

Executive Secretary to Managing Director 2005 – 2006 Appleby Trust Ltd Hamilton, Bermuda

Assistant Cash Manager – Cash and Treasury Department 2000-2005 Mutual Risk Management Hamilton, Bermuda

Cashier, Server & Bartender 1998 - 2001

Robin Hood Pub & Restaurant Hamilton, Bermuda

EDUCATION AND TRAINING:

SMARTSERVE – ONLINE – Certificate # 211********* 2021 HSBC Certifications: 2015

• Customer due diligence

• Bribery and corruption

• Sanctions awareness

• Anti-Money Laundering

• Informational Security Risk Matters

• Reputational Risk

• Common Reporting Standard

• FATCA & TRE

STEP Certifications: 2010 – 2015

• CTL International – Diploma in International Trust Management

• Foundation Certificate in International Trust Management

• Advanced Certificate in Trust Creation: Law and Practice

• Advanced Certificate in Company Law and Practice

• Advanced Certificate in Trust Administration and Accounts

• Advanced Certificate in Trustee Investment and Financial Appraisal TEP (Registered Trust and Estate Practitioner) 2015 Membership # 204638 – Valid until 2023

Bartending Diploma 1999

Bermuda College

Tianna Spencer 289-***-****

Administrative Assistant Diploma 1990 – 1991

Ontario Business College

Business Communication Diploma 1988

Bermuda College

REFERENCES:

Available upon request

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