Julia Deaton Email & Phone Number

Saint Paul, Minnesota

Responsible for cash and asset management of Corporate Trust accounts which includes monitoring investments and remaining compliant within governing documents. Researches, calculates, and performs duties for specific portfolio. Offers external and internal customer service for reporting, escalations, and inquiries. Develop and maintain strong communication between the Relationship Manager, other specialized business units, and clients to ensure procedures are followed and requirements are met to reduce risk. Perform a wide range of operational tasks such as review legal governing documents, payment and disbursement services, wire transfers, investment services, security exchanges, reconciliation of accounts, account terminations, reporting and security verification.

Saint Paul, Minnesota

Analyze outstanding property and assist in the preparation of reporting to the States as required while staying within compliance for audit purposes. Provide guidance for the retrieval of files from various systems, creation of letters and mailing, and notification to the departments impacted for the letters to be sent to unresponsive payees as specified in SEC regulation 17 AD-17.

Saint Paul, Minnesota

Perform operational tasks for a moderately completed process due to the merger and acquisitions of high profile companies. Obtain accountability for transmittal process from receipt of work to resolution and closure. Coordinate information to account TFM and Administrators to ensure security presentments are processed accurately and in compliance with internal requirements. Review customer inquiries and validate information received, review legal documents, draft notifications, and respond directly to customers with escheatment requirements.

Greater Minneapolis-St. Paul Area

Verify potential and existing Provider’s licensure, liability insurance, education, hospital privileges, Board Certification and other criteria as required. Provide support to various enrollment transactions and ensure completion according to time standards. Administrate all provider enrollment transactions and managed new provider affiliations and terminations.