Martha Rodriguez Email and Phone Number

•Responsible for greeting and receiving customers in the office.• Communicated with clients to schedule interviews and meetings – front line.• Organizing and maintaining documents in filing system, both paper and electronic.• Collecting and organizing legal documents for the lawyer to review.• Maintained and updated daily logs of customers, various databases and clients files.•Opened, sorted, dated stamp and distributed incoming mail.•Conformed to all regulations… Show more •Responsible for greeting and receiving customers in the office.• Communicated with clients to schedule interviews and meetings – front line.• Organizing and maintaining documents in filing system, both paper and electronic.• Collecting and organizing legal documents for the lawyer to review.• Maintained and updated daily logs of customers, various databases and clients files.•Opened, sorted, dated stamp and distributed incoming mail.•Conformed to all regulations, policies, work procedures, and instructions.• Offered general administrative support.•Any other projects assigned as needed for the delivery of the quality service in the office Show less

Operational and administrative office job, including client servicing and invoicing; produce and analyze financial and fee reports, accounting, bill payment and banking account reconciliation; order office supplies, answering calls and inquiries, open accounts, maintenance of electronic and physical filing; coordinate client appointments and travel arrangements for meetings and forums. additionally, perform quarterly and annual compliance reviews according to State rules and regulations; attend… Show more Operational and administrative office job, including client servicing and invoicing; produce and analyze financial and fee reports, accounting, bill payment and banking account reconciliation; order office supplies, answering calls and inquiries, open accounts, maintenance of electronic and physical filing; coordinate client appointments and travel arrangements for meetings and forums. additionally, perform quarterly and annual compliance reviews according to State rules and regulations; attend operational and compliance meetings and keep professional knowledge updates. Show less

Client Support Specialist in the SNT and Probate Division for 8 years from 2007 to 2015.Tasks include, but not limited to:Assisted Trust administrators to manage SNT and Estates in the various stages of the probate administration.Effectively, make arrangements to collect assets, pay debts of decedents and distribute property to heirs per document. Request EIN post death, open accounts, set up fees and statements, process cash disbursements and cash receipts, ACATs or register… Show more Client Support Specialist in the SNT and Probate Division for 8 years from 2007 to 2015.Tasks include, but not limited to:Assisted Trust administrators to manage SNT and Estates in the various stages of the probate administration.Effectively, make arrangements to collect assets, pay debts of decedents and distribute property to heirs per document. Request EIN post death, open accounts, set up fees and statements, process cash disbursements and cash receipts, ACATs or register physical securities, adjust cost DOD basis. Show less

Assist in handling a large portfolio of wealthy international and domestic clients with global profile.Assis Trust advisors with cash disbursements, cash receipts and internal transfers.Assist team leader with preparation of sales reports, travel, vacation scheduling and absences.

Client Support Specialist of affluent international and domestic clients with global profile.Relationship manager for 7MM portfolio comprised of international and domestic clients with liquid assets.One point of contact to develop new clients, deposits, consumer, mortgage loans and investments.Lending authority.