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Administrative Assistant High School

Plymouth, MA
September 27, 2023

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Donna A. Oliva Greco

** ********* ***** *-****:

Plymouth, Massachusetts 02360 Cell: 339-***-**** Personable and approachable. Enjoy helping people. Task-oriented problem solver who gets things done. Proficient with Microsoft Office software. Hobbies include golfing, spending time at the beach, gardening, and doing crafts. Volunteer Experience

2023 – present Massachusetts National Cemetery Bourne, MA Resting site for over 79,000 veterans and their spouses, including my parents. Office Administrative Assistant

• Support families arriving at cemetery for services or general visits.

• Collect burial marker information from next-of-kin.

• Assist funeral directors in coordinating upcoming services.

• Assist service branches in arranging their efforts at funeral services.

• Assist all office personnel as needed, including performing special projects. 2005-2015 Caretaker South Yarmouth, MA

Sole caretaker for both parents until their deaths in 2009, 2015 Work Experience

2009-2012 Wells Fargo & Company Barnstable, MA

Fiduciary Administrator, Trust Division

1998-2005 FleetBoston Financial Boston, MA & Providence, RI Regional Fiduciary Trust Manager, Trust Division

1992-1998 Boston Financial Data Services Quincy, MA Group Leader, Mutual Funds Quality Analysts

1985-1992 The First National Bank of Boston Boston, MA Trust Officer

• Managed as many as 20-60 people in multiple positions.

• Performed daily trust services on behalf of high net worth client families with assets under management valued at up to $250 million. Services included distribution of funds in accordance with legal trust documents.

• Regularly conducted legal review of trust documents to ensure trusts were properly administered.

Donna A. Oliva Greco Page 2

Work Experience (continued)

• Participated in monthly investment review meetings with Investment Officer and Tax Officer.

• Engaged in quarterly compliance reviews with senior executives. Gave periodic compliance presentations to direct reports.

• Held semi-annual reviews with trust client families.

• Received 8 promotions.


Williams College Williamstown, MA

Trust administration summer coursework (multiple years) Cape Cod Community College Barnstable, MA

A.S. Business Management

Notre Dame Academy Hingham, MA

High School diploma

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