Coordinate efforts and independently respond to various client requests for items such as cash disbursements, wire transfers, discretionary principal payments, free receives/deliveries, remittance events, bill paying, gifts & contributions, and statement events. Review daily transactions to validate that transactions were properly executed.Work with Trust Officers to ensure that all transactions are in compliance with the trust agreement, state laws, and the Trust Operations Manual.Prepare and draft new account openings by reviewing the trust instrument and all necessary documents. Prepare instructions and arrange for delivery of assets from prior custodian.Prepare and draft account closings by reviewing the necessary account closing documentation. Coordinate and follow-up with the appropriate Operations area to ensure proper delivery of assets.Coordinate with Tax Department to identify and coordinate the resolution of issues concerning tax matters arising during the course of the trust administration including type of trust, fiduciary tax issues and personal tax issues, and overall tax implications of distributions.Review monthly overdraft report to determine how to cure overdrafts.Coordinate with Portfolio Manager to raise cash to cure principal overdrafts.Communicating with beneficiaries daily to ensure client communication and expectations of trust agreement are being met.

Oversaw sensitive wire requests and Account transitions. Responsible for daily reconciliation and merging of high volumes of incoming and outgoing funds.