Janet James

Janet James Email and Phone Number

Fiduciary Operations Leader / Truist Wealth @ Truist
charlotte, north carolina, united states
Janet James's Location
Mechanicsville, Virginia, United States, United States
Janet James's Contact Details

Janet James personal email

n/a
About Janet James

Janet James is a Fiduciary Operations Leader / Truist Wealth at Truist.

Janet James's Current Company Details
Truist

Truist

View
Fiduciary Operations Leader / Truist Wealth
charlotte, north carolina, united states
Website:
truist.com
Employees:
8972
Janet James Work Experience Details
  • Truist
    Wealth Fee Operations - Assistant Vice President Fiduciary Operations Leader
    Truist Feb 2017 - Present
    Richmond, Virginia Area
    Manages approximately 30 databases used by the department. Works with the Wealth & Investment group that processes invoices and charges fees monthly to Private Wealth and Institutional Investment clientsServes as the Advantage Fee System reporting expert in defining and creating custom reports, downloads, and the distributing of an ever evolving reporting systemResponsible for building fee patterns in the Advantage Fee System and inputting data that is used for invoicing and reportingDevelops queries and reports for the SEI Trust System Prepares and reviews reports requested by internal and external auditorsWrites/updates department procedures and reviews them annuallyResponds, manages, and prioritizes requests from various lines of business for any information necessary for business needsWhen system upgrades are needed, works directly with the conversion team to complete testing
    View
  • Suntrust
    Wholesale Business Information Office - Client Operations Support - Officer
    Suntrust Feb 2015 - Feb 2017
    Richmond, Virginia Area
    Responsible for generating, verifying, and distributing reports to the Wholesale lines of business within the service level agreement time period. Served as a SME for officer maintenance requests. Create, maintain, and deactivate officer accounts for the purpose of reporting hierarchy of officers. Performed CRS maintenance as needed for matching new accounts with existing CRS entities.Wrote/updated department procedures and reviewed them annually.Served as the second point of contact after the Help Desk when internal clients had report or system issues.
    View
  • Suntrust Bank
    Wealth And Investment Management Specialist - Fee Data Analyst - Officer
    Suntrust Bank Sep 2002 - Feb 2015
    Richmond, Virginia Area
    Worked with the Wealth & Investment group that processed invoices and charged fees monthly to Private Wealth and Institutional Investment clientsServed as the Advantage Fee System reporting expert in defining and creating custom reports, downloads, and the distributing of an ever evolving reporting systemResponsible for building fee patterns in the Advantage Fee System and inputting data that is used for invoicing and reportingDeveloped queries and reports for the SEI Trust SystemPrepared and reviewed reports requested by internal and external auditorsWrote/updated department procedures and reviewed them annuallyResponded, managed, and prioritized requests from various lines of business for any information necessary for business needsAssisted with conversions and special projects
    View
  • S&K Famous Brands
    Staff Accountant
    S&K Famous Brands Jan 2001 - Jan 2002
    Prepared monthly reports detailing store salaries using Excel spreadsheetsAssisted with store payroll proceduresRenewed store business licensesPrepared journal entries for the General LedgerVerified purchases with credit card companies when customers dispute purchasesReconciled balance sheet accounts monthlyAssisted with various monthly reports Page 1 of 1
    View

Janet James Education Details

Frequently Asked Questions about Janet James

What company does Janet James work for?

Janet James works for Truist

What is Janet James's role at the current company?

Janet James's current role is Fiduciary Operations Leader / Truist Wealth.

What is Janet James's email address?

Janet James's email address is ja****@****ust.com

What is Janet James's direct phone number?

Janet James's direct phone number is +180424*****

What schools did Janet James attend?

Janet James attended Longwood University, Longwood University.

Who are Janet James's colleagues?

Janet James's colleagues are Jhon Carvajal, Stephanie Canfield, Kevin Nichols, Bella Jean-Baptiste, Victoria Barnett, David Woolley, Cindy Shepard.

Not the Janet James you were looking for?

  • Janet James

    Janet James
    Boston, Ma
    3
    rockportcap.com, gmail.com, aol.com

    3 +122953XXXXX

  • Janet James

    Janet James
    Chro
    Paris, Tn
    3
    murraystate.edu, deaconess.com, gibsongeneral.com
  • JANET JAMES

    JANET JAMES
    Greater Chicago Area
    3
    wagnersystemsinc.com, aol.com, donaldson.com

    2 +190137XXXXX

  • Janet James

    Janet James
    Human Resources Manager At Behavioral Health Resources
    Olympia, Wa
    1
    bhr.org
View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.