Carrie R. Email & Phone Number

Sioux Falls, Sd, Us

Sioux Falls, South Dakota, United States

● Manage and mentor Wealth Management Associate team● Focus on leadership of a team and administration of complex Personal Trust accounts naming The First National Bank in Sioux Falls in a fiduciary capacity● Provide guidance to team members in maintaining close communication with clients, beneficiaries, and professionals to accomplish goals and objectives of account relationships● Assist with business development activities of the Wealth Management Department● Act as the relationship manager, coordinating with all areas of the Bank to meet the client’s needs● Lead the Associates in interdepartmental team collaboration● Serve on multiple committees for the Wealth Management department including Fiduciary Committee, Business Development Committee, and other ad-hoc teams as needed● Cohesively and collaboratively work with Risk Management● Participate in strategic planning initiatives and collaborate in the creation and update of Wealth Management procedures● Communicate well, own expectations and consequences● Model and live by First National Bank's Values and Mission statement

Sioux Falls, South Dakota

● Facilitate proper execution of responsibilities with legal, tax accounting, investment, and administrative functions in accordance with Fiduciary Risk Management guidelines● Develop and maintain positive relationships with referral sources, and pursue and respond to business development opportunities. Initiate and maintain customer, networking, and professional contacts and community involvement● Serve on interdepartmental committees● Participate in implementation of strategic plan● Participate in First National Bank's sales culture● Model and live by First National Bank's Values and Mission statement

Sioux Falls, South Dakota Area

● Process ongoing functions such as paying bills, distributing and receiving funds, processing mail, Medicare, and secondary health insurance claims● Correspond with customers, attorneys, CPAs, and other professionals as necessary● Assist in the process of opening new accounts in accordance with policies and procedures● Organize and process data for federal, state, and real estate taxes● Have knowledge of banking laws and regulations related to Bank operations and perform dutiesin accordance with these regulations● Successful execution of all compliance responsibilities as required to effectively complete all specific job duties● Visit customers and professionals at place of residence/business● Assist Account Administrator in duties as assigned● Model and live by First National Bank's Values and Mission statement

Flandreau, Sd

● Maintained and balanced company accounts using QuickBooks● Performed company accounts payable and receivables● Assisted owners with any tasks needing to be done● Payroll Clerk● Calculated/paid payroll taxes through EFTPS on a monthly basis and prepared/filed payroll tax returns due quarterly and annually● Printed and mailed out monthly statements● Assisted account holders with any warranty issues they encountered● Filed all warranty claims● Monitored and reconciled owner's personal bank accounts● Paid owner's personal bills● Executive assistant to owners of the company

Egan, Sd

● Maintained and balanced city accounts using QuickBooks● Performed city accounts payable and receivables● Took meeting minutes● Maintained and kept utility accounts up to date and current● Kept city board up to date with any news or changes taking place within city government regulations● Analyzed and prepared annual budget● Issued building permits● Secretary● Payroll clerk● Prepared and filed quarterly and annual payroll tax returns● Paid and filed monthly payroll taxes through EFTPS● Assisted council members● City clerk

Trent, Sd

● Maintained and balanced company accounts with extensive use of QuickBooks● Performed all company accounts payable and receivables (including payroll, payroll taxes and payroll tax returns)● Managed phones to provide customer service and schedule all company appointments● Ran parts to jobsites when needed● Paid monthly bills● Created bills to send to customers● Ran monthly statements for any outstanding bills

● Filed documents and files● Drafted documents● Sat in court proceedings● Answered phones● Assisted with client meetings● Did transcription and dictation● Organized electronic documents● Scanned and filed documents electronically

Cannon Trust School Iii, Wealth Management And Investments

Areas of Study: Gift and Estate Tax Update, Key Laws, Individual Income Tax, Personal Finance and Insurance, Investments (Performance.

Cannon Trust School Ii, Wealth Management And Investmenfs

Areas of Study: Foundations of Retirement Plans and Planning, Estate Planning for Retirement Plans, Income Tax Issues and Strategies.

Cannon Trust School I, Wealth Management And Investments

Areas of Study: Trust Business, Property Law, Principal and Income Law, Fiduciary Income Taxation, Fiduciary Law, U.S. Estate and Gift.

Cannon Trust Fundamentals, Wealth Management And Investments

Business Terminology, Legal Concepts and Overview, Utilization of Trust Services, Retirement and Estate Planning Instruments, Operational.

Bachelor Of Applied Science (B.A.Sc.), Paralegal

Associate Of Applied Science (A.S.), Paralegal