Lois Knowles Email & Phone Number

San Francisco, California, United States

San Mateo County, California, United States

Supported Chief Fiduciary Officer with responsibilities such as on-boarding new business and leading Trust Associate projects. Delivered excellent Customer Service upholding company reputation. Worked closely with Trust Officers in the daily administration of trust accounts by reviewing daily transactions, overdraft reports and all necessary client correspondence and communications including accounting and billing administration. ● Researched, scanned, indexed and filed critical confidential client information.● Prioritized long task lists and meet deadlines.● Upheld company reputation for excellent by consistently connecting with clients and furnishing them with critical input, while exercising extreme discretion.● Promoted consistency, accuracy and time efficiency by creating and implementing a procedure to format the day-to-day operational activities.● Mentored new trust employees, by instructing them on company processes operating trust computer programs to gather the necessary information needed for their tasks. ● Worked effectively in a fast-moving, high pressure environment while having the ability to work with diverse individuals, remaining calm and flexible.

San Mateo, California, United States

Assisted Trust Officers with daily administration of trust accounts by reviewing daily transactions and overdraft reports. Coordinated office procedures with other trust associates. Processed and prepared a wide range of client bills mail, and wires. Prepared daily, weekly and monthly correspondence, memos and regulatory reports. Compiled tax information for trust tax reporting. Supervise completion of projects. Upheld company reputation for excellence while communicating with clients/customers. Assisted Senior Wealth Investment Officer prepare Portfolio Performance presentations for clients.

San Mateo, California, United States

Assisted Trust Officers with daily administration of trust accounts by reviewing daily ttransactions and overdraft reports. Processed and prepared a wide range of client bills, mail, and wires. Prepared daily, weekly and monthly correspondenxe, memos, Crummey letters, 1031 Exchnge information nd regulatory reports.