- Comprehensive administration and management of a book of sophisticated Trust and Investment Management accounts.- Proactively engage wealth specialists and relationship management team to ensure that client needs and expectations are met.- Responsible for overseeing all aspects of trust administration with emphasis on client service and risk mitigation, including compliance with governing documents, account opening, funding, distributions, investments, and account closing.- Prepare discretionary actions for Trust Committee review.- Serve as a trusted adviser to clients with respect to trust matters, identify and resolve client issues.- Review estate planning documents as part of the on-boarding process; coordinate with client and advisers on execution and funding of trust, including working with predecessor trustees as applicable.- Oversee all trust-related transactions, coordinating with the client and advisers to ensure transaction documents are reviewed and approved internally.- Communicate regularly with grantors, beneficiaries, co-trustees and financial advisors regarding planning, trust terms, and solutions to address various issues or opportunities that present during administration.

- Partner directly with Estate Administrators, Estate Specialists, and other internal and external partners, through all phases of the estate and trust post-death settlement process, including the family/beneficiaries, outside legal counsel and CPAs.  - Prepare Federal and State Estate/Inheritance Tax Returns and fiduciary income tax returns for the related estate, primarily New Jersey, Pennsylvania and New York estates.- Review all financial data and tax returns to identify assets, estate planning opportunities and tax issues. - Apply extensive specialized Fiduciary Tax knowledge to clients’ unique situations, and act as internal consultant to other Wealth Management groups. - Perform as a liaison to attorneys, accountants, and internal partners on complex GST tax issues.  - Provide research and responses to taxing authorities.  - Train team members on software-related Federal and State Fiduciary tax matters.

- Provided the highest level of Fiduciary Tax collaborative planning to Abbot Downing Wells Fargo Bank high net worth clients.- Consulted with partners relative to complex tax questions providing full client satisfaction. - Ensured all accounts were treated in accordance with Governing Document for tax purposes. - Monitored Fiduciary accounts from a risk management perspective ensuring compliance with Corporate Policy and Best Practices.- Prepared all levels of fiduciary trust related Federal and State tax returns and estimates.- Provided tax planning to minimize tax liability and enhance understanding of Federal and State tax regulatory requirements.- Trained team on issues of Fiduciary law, document interpretation and system usage.

- Provided administration of Personal Trust accounts in accordance with governing instruments, tax and fiduciary laws, policy and procedures.- Worked closely with Trust Advisor ensuring that investment strategy, goals, objectives, risk tolerance, tax implications and customized benchmarks were met. - Researched and responded to requests as related to trust, estate and agency administration, and investment management.- Worked with Trust Advisor on trusts, custodies, guardianships, and investment agencies as related to estate and gift tax administration, intergenerational wealth transfer and fiduciary issues. - Assured that proper fee schedules were applied to accounts, account set-up was precise, file maintenance and terminations were performed in conjunction with specialty units. - Monitored accuracy of information and coding for both tax and accounting treatment. - Maintained effective systems and controls to assure that assigned account administration activities met internal and external regulatory requirements.

- Consulted with clients pertaining to Trust and Personal investment management strategies.- Monitored account investment objectives and asset allocation to ensure compliance. - Communicated with Portfolio Managers and Trust Administrators regarding client issues. - Trust Investment Committee and National Investment Council member.- Participated in Trust New Business Committee meetings ensuring appropriate document interpretation.- Compiled analytical Portfolio Manager statistical reporting to President of Northern Trust, Florida.- Provided investment and client support to Chief Investment Officer of Florida, Sr. Investment Manager. - Prepared portfolio presentation materials meeting with clients to review asset management.- Participated in the Senior Investment Associate Committee to document systems policy and procedures.- Tracked timely execution of all appropriate trust and investment-related documentation, Reg. 9.- Trained partners as local systems conversion team leader.- Provided information to counsel pertaining to Northern Trust Bank of Florida legal actions.

- Managed Service Department staff of twenty with emphasis on high touch customer service, compliance and operational risk.- Analyzed portfolio results assessing team/company productivity increasing regional performance.- Determined optimum foreclosure process and provided recommendations to attorneys and COIs.- Critical liaison between outside agencies, property owners, and internal departments.- Stratified REO portfolio and supervised property management in ten southern US states.- Provided Acquisition Department with due diligence, procedural guidelines and purchasing strategies.- Developed, produced, and maintained comprehensive monthly servicing and investor reports.- Reviewed and implemented state laws and statutes related to tax lien servicing and foreclosure.- Coordinated statewide servicing programs with systems design staff, accounting, and MIS.- Designed and monitored company procedures in compliance with internal controls and legal statutes.