Wealth Management Specialist Assistant for The Private Client Reserve of U.S. Bank. Provide both administrative and banking operational support to the Wealth Management Executive team in San Francisco. Serve as primary point person for the Managing Director, Senior Portfolio Manager, Wealth Management Consultant, Wealth Management Advisor, Personal Trust Relationship Manager and Private Banking Relationship Manager.Assist with customer account and portfolio inquiries, wires, payments and deposits within delegated authority. Handle day-to-day client calls and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Work proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. Manage heavy calendaring by coordinating professional exchange meetings with local law firms and CPA firms; client annual Investment Reviews; internal Bank meetings with various product partners throughout the organization. Plan, organize, coordinate and facilitate special events including the banks annual Investment Outlook and Economic Forecast presentations and other smaller events that cater to specific clients or centers of influence; schedule and maintain communication with speakers, vendors, and participants; monitor event timelines; assist in preparing publications, materials, and programs for events; coordinate participation in charitable contribution/sponsorship campaigns.Involved in the Client Segmentation projects; provide focus on client relationships within The Private Client Reserve and other business partners.Responsible for new hire set up and terminations; initiate product service requests for hardware/software and telephone assignment; process forms for building/floor access badges; and notify appropriate authority of employment termination to revoke access to business systems.

Executive Administrative Assistant to the EVP/Chief Credit Officer, EVP/Chief Lending Officer, and provide support to their nine direct reports within the Credit Administration, Loan Administration, Credit Services and Commercial Real Estate Lending departments. Serve as primary point person for department managers, clients, and vendors to ensure proper communication and reporting practices are enforced. Provide back up to various departmental staff including administrative support to the President/CEO, EVP/Retail Banking and Human Resources.Manage heavy calendaring by planning and coordinating corporate and committee meetings; prepare agendas and meeting minutes; Coordinate executive travel arrangements including air, hotel, ground transportation, meeting itineraries and process monthly expense reports.Compile departmental reports pertinent to monthly Board of Directors meeting; edit and generate final packet for distribution.Maintain the bank’s Master Loan Policy and revision log; Business Continuity Plan (BCP); Information Security file management and closing procedures. Active member of the BCP, Safety and Community Reinvestment Act (CRA) Committees.Compile data for new and existing lending requests and distribute information to Credit Administration and Loan Administration department for analysis when necessary. And assist bank examiners and other sources as needed regarding files and loan account information.

Identified, researched, and resolved technical problems on various computer related issues.Created trouble tickets, document, route to 2nd level support and hardware group for implementation support and monitored problem to ensure a timely resolution.Troubleshoot remote network problems; walked end-user through archiving e-mail and data files to eliminate delay in connectivity

Provided written, detailed description of user needs, program functions, and steps required to develop, formulate, and modify systems to parallel overall business strategies. Reviewed and evaluated business systems and information technology systems operations to customize user settings and user profiles based on business group specifications and user needs.Responsible for training new employees on Business Services process and procedures and provided hands on computer software training on all supported applications. Piloted, supported, monitored, and troubleshoot new and existing hardware and software problems. Coordinated upgrades and migrations from Frontier LAN/Private LAN to Windows 2000/Active Directory. Query all incoming network service requests (NSR) routed to Business Services (BUSS) and route to specific business groups as well as assigning packets to a systems analyst within that business group.Maintained individual work queue within BUSS and IDA-MTG (Id Administration-Mortgage) group; processed from beginning to end; Handled escalations, rush orders (4 hr ETA) and user account re-enables (1hr ETA). Created/Managed user accounts on local Domain, handled data migrations from one Domain to another (Novell/ Windows/Active Directory), and created data share points for ID moves from local LAN to private LAN.