Michele Taylor Email & Phone Number

Portland, Oregon Metropolitan Area

Processing and supporting Member Firms' financial needs.

Portland, Oregon, United States

● Interpreted fee schedules and reviewed various documents and agreements for compliance and risk requirements at onboarding of new accounts, earning commendations for diligence, dedication, and attention to detail.● Created and enhanced methods to establish and maintain accounts, administer final fees, and manage account and relationship closings, increasing organizational coordination within a high-stress workplace.● Conducted account reviews of existing relationships to ensure regulatory compliance was accurate and in accordance with the most current bank policies, procedures, and guidelines.● Regularly collaborated with numerous internal departments at onboarding and closing of accounts and relationships to achieve efficient and precise transitions.

Portland, Oregon, United States

● Returned to a Trust Account Associate position maintaining a focus on continuous process improvement, training and mentorship and high value client special projects when the business line made the decision to centralize the Conversion Group and relocate it to a larger east coast office.

Portland, Oregon, United States

● Facilitated the time-sensitive onboarding of new portfolio conversions between client, prior custodians, and internal operations departments while identifying and resolving any conversion exceptions and issues.● Developed and implemented onboarding procedures that increased compliance consistency and departmental efficiencies and productivity, with the efforts recognized and scaled out to all offices across the national footprint. ● Created client specific guidelines and procedures and solely managed the onboarding for a large Registered Investment Advisor and the entirety of their clientele.

Portland, Oregon, United States

● Assisted in the administration of Institutional Trust accounts for a diverse client base consisting of corporations, Registered Investment Advisors, high net worth individuals and government agencies.● Processed trades, cash movements, asset transfers, developed reports, correspondence, and designated to take on special projects.● Trained and mentored new Trust Account Associates to ensure set performance goals were both met and exceeded.

English Literature

General Studies