Kathryn Perlmutter Email & Phone Number

Grand Rapids, Mi, Us

Grand Rapids, Michigan, United States

Downtown Grand Rapids

Oversees and owns client services for Investment Management, Institutional Trust and Custody and Charitable Management Service Clients. Ensures all interactions with clients lead to retention and client satisfaction/loyalty. Works on client documents, files and account operations to meet all compliance and regulatory guidelines. Promotes Fifth Third services to key client contacts that may result in additional revenue and/or an improvement in our overall operating margin. Partners with Relationship Manager in reviewing fee revenue and/or profitability appropriateness for clients on a regular basis. Assist with determining if issues require escalation and works with client on trouble shooting and problem solving. Responds to client requests for information and keeps client informed throughout process. Meets tight deadlines and acts independently to solve projection plan obstacles. Partners with clients to ensure unique testing/contribution allocation process are handled effectively (i.e., Cross-tested, partnership issues, etc.). Responsible for the successful implementation of new Client and plan participant services that may include coordination with other internal or external parties. Represents the Bank in civic, government, community, charitable, banking and professional groups and associations to promote the Bank's positive image. Manage and assist Client/Participant/Broker with day to day operational aspects of Managed Participant Trust Accounts. Works with 5/3 Operations to assist with problem resolution surrounding MPTA accounts. Responsible for daily monitoring of cash movement. Updates asset pricing monthly or quarterly. Resolves administrative review and compliance exceptions. Completes annual administrative review for each assigned client. Responsible for coding accuracy. Manages FTIS Compliance Reviews, Risk Management, and Audits as well as implementation of regulatory changes and updates.

111 Lyon St Nw

Oversees and owns client service for our Investment Management Services and/or Premier Retirement Plan Services clients. Acts as a liaison/partner with our Premier Retirement Plan Services Clients and FASCore. Ensures all interactions with clients lead to retention, and client satisfaction/loyalty. Develops relationships with daily contacts and ensures excellent service delivery. Responsible for retention and client loyalty by excellence in proactive service for my Book of Business. Partners with Client Consultants in reviewing fee revenue and/or profitability appropriateness for our Premier Clients. Responds to Clients request for information, works with and keeps FASCore informed throughout the process. Works with clients and FASCore to ensure all required testing and 5500 filings for Premier Retirement plans are completed timely and ensures that corrective distributions are completed. Responsible for the successful implementation of new Client and plan participant services that may include coordination with other internal or external parties. Represents the Bank in civic, governmental, community, charitable, banking and professional groups and associations to promote the Bank's positive image. Review and approve fee invoices and follow-up with clients to ensure that invoice are paid. Participates in client meetings. Works with Client and FASCore to ensure that all forfeitures within a plan are handled according to the provisions within the plan documents. Manage and assist Client/Participant/Broker with day to day operational aspects of MPTA's. Educating my Clients on employer stock and work with FASCore on any employer stock issue/problems/concerns. Assist with ERISA Budget Accounts.

111 Lyon St Nw

Performs a wide range of administrative duties of a highly responsible and complex nature generally for one or more upper level managers. Administers programs, projects, and/or processes specific to the operating unit served. May serve as a liaison with others within and outside the company regarding administrative issues related to purchasing, personnel, facilities, and operations. Prepare a variety of special and recurring reports containing highly confidential information, generate letters and reports from rough drafts, making changes in grammar, punctuation or spelling as needed, creating ERISA reports for our sales department, organize and maintain a confidential file system, file correspondences and other records, orders office supplies and arrange for equipment maintenance. Assistance with our Trust accounts, by processing payouts, balancing the account monthly, creating and sending out tax documentation, and answering any questions the trustees may have.

Proficient in DDA, Bankcard/Online Banking, Disputes, and fulfillment department. I have received awards for Top Call Center Agent and being in the top 3 agents for DDA. In addition, I have received recognition for high CEI and Quality scores. I am currently on the Fun committee for employee engagement, incharge of our Team Board, involved with our Military Business Group and am our United WayCaptain. I have also volunteered for the 5/3rd River Bank Run, Artprize and making cards from 5/3rd bank to send to retirement home residents.

I was trained in all areas of the company, working in sales, retention, billing and complaints in commercial, residential and the industrial departments. Also trained and worked in reception as a back-up employee. I also spent six months working in the dataentry department completing, correcting and filing paperwork. I spent six months specializing in residential account retention with an outside source; this included outsourcing my experience to other companies and utilizing my administrative experience.

First and foremost I was trained as a soldier in the US military. There Ilearned to adapt to my situation, perform well under stress, teamwork, and standard militarytactics. I spent two years studying criminal justice and military law. During that time I workedclosely with attorneys; preparing, assisting, investigating and filing an array of legal militarydocuments.

Duties included staff management (payroll, scheduling and staff issues), resident care meetings (to discuss status and individual patient care), aid in the development of adementia based activity program, resident interviews, compilation and edition of monthlynewsletter, among other administrative and direct patient care tasks.

Duties included leading and assisting in a wide array of activities to stimulate physical, intellectual, religious and social development. As a team member, my duties ranged from activities with both room bound and high functioning residents, the documentation of resident responses, recommendations, and clerical MDS work within the business itself. I also trained new employees in my unit.

Bachelors Of Business Administration, Accounting And Finance

Certificate In Cosmetology, Cosmetology/Cosmetologist, General

Legal Assistant/Paralegal

Paralegal duties

Associate'S Degree, Criminal Justice And Corrections

Associates Degree in Criminal Justice with a minor focus in Psychology

High School Diploma, General Studies

Activities and Societies: National Honors Society, Student Council, Godwin Sports Club, numerous intramural sports programs.