Renee Maier Email and Phone Number

Prepare reports to clients and/or their trustees, custodians and recordkeepersWork with the firm's Custodian and Sub-Advisor to set up new accounts, provide trade direction and respond to client questionsChief Compliance Officer with respect to the firm's compliance programRespond to Request for Proposals for new businessUpdate consultant databases with firm, product and performance informationPrepare presentation material for clients, potential clients or consultantsHandle office management related duties

Member of Mobile Work Force, assigned to various departments and duties in Institutional Asset Services DivisionAssisted division manager in planning of Mobile Work Force assignmentsDocumented, communicated and tested trust accounting system problems, fixes and new releasesRecommended/documented system enhancements for current production processes to improve efficiencies and achieve product superiorityAssisted Client Reporting personnel with system related problems and resolving out of balance conditions.Worked as liaison with other processing units to improve processes within Client Reporting groupTrained existing and new employees on the Trust Accounting system

Supervised analysts whose functions were auditing of certified accounting reports for large defined benefit plansAssigned responsibility of auditing certified financial reports for one of the largest relationships in the unit ensuring compliance with regulations and departmental guidelinesRecommended actions regarding employment, performance ratings, promotions, salary changes, transfers and terminationsReviewed and implemented work procedures

Audited systems projects by developing test plans and coordinating testingReviewed existing written procedures of the business units for adequacyIdentified processes and tasks where written procedures do not existAudited valuations for accuracy and compliance with regulations

Supervised individuals whose functions were daily preparation of accounting entries and data entryRecommended actions regarding employment, performance ratings, promotions, salary changes, transfers and terminationsReviewed work procedures and all entries to ensure that information entered into accounting system was accurate

Provided accounting support to pension, profit sharing and 401(k) plans in the Indiana and Michigan regions which administered over 250 accounts totaling $507 million in assetsUtilized the trust accounting system to balance certified financial reportsEnsured reports were prepared in compliance with regulations and departmental guidelinesCommunicated, verbally and in writing, with the Line of BusinessProvided participant recordkeeping support to various employee benefit plans

Provided secretarial support to the Division Head of Institutional Asset ServicesUtilized personal computer to produce spreadsheets and various correspondenceProduced presentation materials using graphics software

Assisted Supervisor of Word Processing Center in ensuring the timely and accurate completion of work producedMonitored dictation equipment and resolved any problems with the systemDelegated work to specialistsTrained staff on equipment, terminology and work procedures; proofread their work during training cyclePlanned department objectives

Utilized Wang Word Processor to type documents from dictation equipment and hard copySKILLS Proficient with Microsoft Office Applications