Andy Robberson Email & Phone Number

Boston, Ma

Senior Trust Administrator - Operations Specialist Relationship management & account maintenance for assigned trust, agency, custody & retirement accounts. Coordinate charitable gifts, family gifts, discretionary distributions & beneficiary payments with trustees & portfolio managers.Open & close accounts.Maintain estate planning documents & other legal documentation for assigned clients & accounts. Perform administrative account reviews.SEI Trust 3000 & SEI web based applications, Foundant, EVP, Guidestar

Boston, Ma

Partnered with national client teams, trust settlement, estate settlement, legal, tax, operations & compliance to coordinate solutions for escalated trust and investment related matters.Drafted client reference letters.PACE accounting system.

Boston, Ma

Daily reconciliation of cash for all trust, estate & agency accounts.Processed equity & mutual fund trades.Monitored & re-balanced trust investment portfolios to maintain allocationsAnalyzed fee scenarios for client accounts, worked with trustees to determine fee schedules for new accounts.Quarterly processing & reporting for investment management fees.Investment performance reporting for account reviews & client meetings.Loan processing and tracking.Corporate actions & class actions contact. Lead new product installations.Liaison for trust accounting platform vendor, SEI.

Greater Philadelphia Area

Led projects for clients including full product installations, enhancements, testing and support.Implemented over 30 SEI products for institutional clients and provided daily support.Led monthly status calls for clients to review open and upcoming issues.Converted new clients to SEI's Trust 3000 platform.Provided on-site training for clients.Expert knowledge of Trust 3000 and SEI's web based applications: CSS, Strataweb & Archival Services.