Directly supports Investment Portfolio Manager, Investment Advisors and Trust Advisors to manage financial and reputation risk associated with the fiduciary investment management process.Specific responsibilities include proactively monitoring of cash needs and portfolio asset allocations. Works in conjunction with the Investment Portfolio Managers making recommendations on how to raise cash and reallocate assets to bring the accounts in line with internal bank investment guidelines as well as client objectives and needs.Track and mitigate exceptions such as concentrations and incorrect asset allocations to ensure SunTrust’s compliance with internal policies and regulatory/legal requirements.Complete investment Reg9 account reviews.Track progress and verify resolution of exceptions.Ensure required documentation is obtained and processed according to policy.Participate in special projects.

Administrative support provided for (4) Managers and their staff in the office and in the field through a wide range of general office duties; answering telephones, records management, EIS request submittal. Prepare letters, reports, memos, financial statements and other documents using word processing, spreadsheet, database, and/or presentation software. Performs research and assembly of reports based on reviewing the documentation against established procedures Monitor and Track daily correspondence in order to generate 2nd request letter as per company’s policy.Monthly billing and manage various confidential projects and prioritize as required.Prepares investment portfolio booklets for customer investment review meetings and teleconferences.Generates investment letters of direction to retain certain assets that are held within the investment portfolios.Gather information related to key issues by collaborating with various levels of management. Page 2 Fiona Alphonse01/06 – 09/10 Securities Processor in the Wealth & Investment Management Area Execute mutual fund/alternative fund/limited partnership trades with 3rd Party Mutual Funds area as well as other special asset processing.Serves as the liaison between investment managers and SunTrust for trade processing/settling and resolving trade related transaction discrepancies; using SEI Systems, Securities Lending application and FedLine Advantage Systems.Promptly responds to inquiries from internal and external customers.Provide team support and direction during peak processing periods, addressing general processing questions for administration and investment managers and assist in resolving complex processing issues.Assist in planning and implementing new/revised processes and procedures.Type and edit all correspondence to brokers on a daily basis using MS Word.

for an Accountant firmProvided total administrative support to three Senior Executive Partners including Administrative Managing Partner and their staffs in a large fast-paced firm.Typed and edited all correspondence and complex financial statements; proposals, scheduled and organized partner’s monthly meetings and clients meetings; made extensive travel arrangements both professional and personal.Set up weekly golf outings and lunch and learn meetings.Prepared and executed weekly reports and analyses for each department to all partners.Provided monthly retainer/invoices on VPM billing system.Provide monthly retainer/invoices on VPM billing system.Conducted Social Security and criminal background checks on new employees.Arranged seminars/training for professional staff as well as administrative staff.Maintained manual and electronic filing system and phonebook database.Managed various confidential projects and prioritize as required.

for licensed home care agency with JCAHO accreditation Provided supervision, direction, trained and supported fifty employees including clinical, supervisory and clerical/administrative support personnel.Developed improved methods for recruiting and selected qualified personnel; utilized Accufact System to conduct Social Security and Criminal Background Checks.Reviewed billing documentation on a weekly basis; identified, tracked and corrected billing problems; changed procedures/re-trained staff, as warranted, to reduce future errors scheduled vacations/days off, ensured appropriate coverage.Performed various HRM functions, including evaluating supervisory personnel, counseled employees, addressed employee complaints and represented agency at WC hearings.Implemented improved methods for effecting compliance with regulatory requirements.Assisted with sales and marketing functions, included preparing reports and analyses for senior management; processed and distributed written correspondence.