Work with family owned business to develop large client database, helped develop and maintain company website with monthly updates, oversee digital marketing platform to maintain high ranking with Google Analytics, create advertisements for mass mail and email distribution, coordinate and set-up company lunch presentations and more. Assist with daily general administrative tasks including account collections.

Provided administrative support for high net worth clients including but not limited to: Identified and resolved client issues; identified cross-selling opportunities; coordinated and completed large projects for entire Southwest team; trained new hires and interns on systems and processes; processed Successor Trustee appointments for entire team; interfaced with Attorney's, CPA's and various operational entities; set-up and terminated accounts, completed account reviews and processed cash… Show more Provided administrative support for high net worth clients including but not limited to: Identified and resolved client issues; identified cross-selling opportunities; coordinated and completed large projects for entire Southwest team; trained new hires and interns on systems and processes; processed Successor Trustee appointments for entire team; interfaced with Attorney's, CPA's and various operational entities; set-up and terminated accounts, completed account reviews and processed cash items. Show less

Provided administrative customer service for high net worth clients including but not limited to: Established and terminated accounts, completed account reviews, processed set-up, transfer and distribution of assets, processed cash items, performed general coding and maintenance on internal systems, interfaced with Attorney's, CPA's and various operational entities and coordinated Successor Trustee appointments for entire Southwest team.

Provided administrative support for high net worth clients including but not limited to: Supported two Trust Officers with over 200 client relationships; created and implemented sales distribution processing and tracking; set-up and terminated accounts; coordinated set-up, transfer and distribution of assets; processed cash items; performed general coding and maintenance on internal systems and interfaced with various operational entities.

Processed account credits and debits, prepared sales items, tended to merchant needs, balanced daily cash drawer, resolved customer conflicts.