Manager Management

MAUREEN O'BRIEN

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

SUMMARY

Executive administrative support professional with in-depth experience in wealth management and estate planning in a banking environment. Able to organize, prioritize and multi-task; complete tasks efficiently, accurately, on schedule, without supervision and with a positive attitude. Specific areas of expertise include research, problem-solving, employee relations, training and project management. Recognized as detail-focused, dependable employee who is flexible and willing to learn. Demonstrated high degree of sensitivity to diversity issues through community involvement.

TECHNICAL AND SPECIALIZED SKILLS

• Microsoft Word, Microsoft Excel; Lotus Notes

• Various databases including Newkirk and Service Provider Management

• Internet

• Notary

PROFESSIONAL EXPERIENCE

BNY MELLON, Philadelphia, PA 1993 – 2011

Estates Portfolio Coordinator 2010 – 2011

• Efficiently assisted National Estates Manager / First Vice President.

• Controlled Will File system and provided effective daily support to Will File clients and internal clients.

Will File Manager 2009 – 2010

• Accurately controlled over 10,000 Regional Will File records and documents.

• Supervised 1 employee.

• Received Global Diversity Award for work supporting diversity initiative in the bank.

Senior Estate Specialist 2000 – 2009

• Assisted Regional Estates Manager.

• Handled Will File Client mailings throughout Philadelphia, Harrisburg and Delaware.

• Trained employee to assist Senior Estate Specialist.

• Received several Premier Achievement Awards in recognition for outstanding contributions to the bank.

Estate Specialist 1998 – 2000

• Assisted Will File Manager.

• Reviewed various legal documents for processing Revocations.

Executive Secretary 1993 – 1998

• Assisted Will File Manager with current and future client relationships.

• Handled administration of Will File system.

• Efficiently inputted Will File records on Act System.

• Served as Secretary for the Trust Administrative Committee [TAC].

MAUREEN O'BRIEN PAGE TWO

EDUCATION

Diploma, Nativity BVM Business School, Philadelphia, PA

PROFESSIONAL DEVELOPMENT

PA Bar Institute – Fundamentals of Estate and Trust Administration

Basic Estate Settlement Class

Maintaining a Respectful Workplace

Stress Management

Time Management

AFFILIATIONS

TAC Secretary

Co-Chair of HEART Diversity Committee

Member of several Diversity programs

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