Janice E. Email & Phone Number

Wilmington, De, Us

Wilmington, Delaware

Newark, De

Worked in an office of 50+ Trust Officers and Trust Administrators divided into teams of 1 Officer and 1 or moreAdministrator(s); a Trust Assistant was then assigned directly to 3 or 4 of those teams to successfully support themanagement of new and existing Trust Accounts; including:- reviewed daily overdrafts and midget reports to promptly reconcile impacted accounts- analyzed, reviewed and processed trust expenses- liaised and partnered with other internal team markets to… Show more Worked in an office of 50+ Trust Officers and Trust Administrators divided into teams of 1 Officer and 1 or moreAdministrator(s); a Trust Assistant was then assigned directly to 3 or 4 of those teams to successfully support themanagement of new and existing Trust Accounts; including:- reviewed daily overdrafts and midget reports to promptly reconcile impacted accounts- analyzed, reviewed and processed trust expenses- liaised and partnered with other internal team markets to support trust administration as needed- booked assets received from external financial institutions; updated market values monthly, quarterly and annually- arranged for transfer of trust assets, paid bills, recorded dividends and interest, etc.• Processed client transactions including wire transfers, standing payments and check processing - CPI System• Coordinated and followed through on client requests• Maintained accurate records of client profiles and their investment details - Workstation• Performed administrative duties and support for Trust Department• Provided Notary Public services as licensed Delaware Notary No. 20140417000002• Ensured all actions were compliant with State and Federal regulations as well as Bank Policy Show less

Newark, Delaware

•Processed various tax payments and filings of returns. Created and electronically filed over 200 1099s; 37 W-2s and 354 NRA forms on the Government Forms 1099/W-2 database. •Processed over 300 Private Foundation payments annually through the EFTPS System. Registered and filed approximately 75 NY Attorney General Returns and placed the New York Law Journal Ads for same.•Requested hundreds of personal return estimated/balance due checks on a quarterly basis through the PBIS… Show more •Processed various tax payments and filings of returns. Created and electronically filed over 200 1099s; 37 W-2s and 354 NRA forms on the Government Forms 1099/W-2 database. •Processed over 300 Private Foundation payments annually through the EFTPS System. Registered and filed approximately 75 NY Attorney General Returns and placed the New York Law Journal Ads for same.•Requested hundreds of personal return estimated/balance due checks on a quarterly basis through the PBIS System.•Performed administrative functions for the Executive Director of the Income Tax Dept. Managed calendar and arranged travel domestically and overseas. Provided itinerary, directions, tickets, meeting invites, etc. to ensure all details are covered.•Handled administrative functions for the staff of 35 plus. Liaison with the Facilities dept.; T & E dept.; and Accounts Payable dept. Show less

Certificate, Business Administration

Graduated Valedictorian; Completed Secretarial Skills Training Program, Certificate Awarded

High School Diploma, Business Administration