Gabriel May Email & Phone Number

Camden, DE, US

Wilmington, Delaware, United States

• Communicate with clients, including attorneys, financial advisors, and beneficiaries
• Assist with the management of trust accounts, including preparing and sending LOAs, responding to wire requests, monitoring cash balances, calculating net incomes, processing transactions, updating market values and.
• Complete account administrative duties such as verifying costs basis, notarizing documents, maintaining physical and electronic records/logs
• Create and maintain electronic records for all court accountings for applicable trusts
• Serve as liaison for the Discretionary Action Committee and Administration Review Committee, which includes creating training materials and assigning staff monthly to complete administrative duties (note taking, agenda.
• Manage processes for closing trust accounts

Wilmington, DE

• Prepare trust accounting
• Maintain broker transactions from daily downloads
• Maintain organization's common trust account
• Verify balances for distributions and fund transfers

Wilmington, Delaware

• Prepare daily reconciliations of collections and bank activity
• Assists with daily remittance process to our clients
• Ensure timely payments of vendor invoices, expense reimbursements and check
• requests while maintaining accurate records and controls.
• Process customer/vendor invoices based on purchase orders in a timely and accurate manner
• Prepare month-end reconciliations as directed

Wilmington, Delaware

• Log all new account paperwork
• Prepare and mail welcome letters for all new accounts
• Scan and file all correspondence and maintain file organization
• Process manual distribution requests and account maintenance items
• Provide coverage for Senior Trust Officers (STO) and Trust Officers (TO) when necessary
• Provide direct support to TO and STO as account transitions from implementation to administration phase

Greater Pittsburgh Area

• Review daily activity database, research, and prepare responses as applicable
• Review internal operating accounts for receipt/transfer of funds and perform daily account and cash reporting
• Professional and timely handling of customer inquiries
• Update compliance reports
• Daily cash reconciliation
• Authenticate and verify trade instructions

Greater Pittsburgh Area

• Provide products and service that meet the requirements of internal and external customers
• Provide direction and work assignments to Front End team members to ensure efficient operation of the business.
• Monitor self-checkout registers, change tills, and assign cashiers to lanes
• Monitor and maintain inventory by ordering products such as gum, candy, cigarettes, newspapers and store supplies such as paper and plastic bags, cleaning products, etc.
• Maintain the cleanliness of the work area and facility
• Respond to team member requests for assistance as well as answer questions and provide guidance to Front End staff in an effort to develop an effective team

Greater Pittsburgh Area

• Compile financial information relating to all Heinz products
• Use the compiled information to organize bids
• Research market information of competitors to Heinz

Master'S Degree, Accounting

Bachelor Of Science (B.S.), Accounting

Activities and Societies: Alpha Sigma Phi National Fraternity, Campus Activity Board, Student Senate, Volunteer Income Tax Assistance.

High School Diploma