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Efficient and reliable administrative professional with 20+ years of experience assisting Trust Officers and Senior Management. Positive Team Player with strong interpersonal, phone and digital communication skills as well as proficient in Microsoft Office desktop software. Exceptional work ethic with attention to detail along with the ability to multi-task and meet deadlines.
Chesapeake Wealth Management
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Executive AssistantChesapeake Wealth Management Feb 2015 - Present
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AdministratorThe Trust Company Of Virginia Oct 2001 - Jul 2014Assist Trust Officers in administration of Trust and Estate Accounts with establishing new accounts, interpretation of legal documents for Trust and Estate matters, oral and written communications, asset and cash management including client bill paying. Prepared Estate Inventories and annual court accountings for the Commissioner of Accounts for approval as required by Virginia. Coordinated asset movement in the opening and closing process of an account. Train staff, including new associates. Also maintain on-line policies and procedures. Assist Operations manager with trust system upgrades and projects, including establishing new procedures.
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Assistant/ReceptionistVermeer Sales And Service Of Va Oct 2000 - Oct 2001Pella, Ia, UsAssist Office Manager with Accounts Receivable and data entry. Answered multi-lilne phone, maintained customer files and ordered office supplies. -
Teaching AssistantChesterbrook Academy Aug 1999 - Aug 2000Assisted with daily activities and supervising 25- 30 4 year olds.
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Teacher'S Aide / Substitute TeacherKing William County Public Schools Jan 1998 - Dec 1998Assisted with daily teaching activities.
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Trust AssociateSuntrust Bank Jul 1996 - Oct 1997Worked with the Personal Trust Department establishing new accounts, interpretation of legal documents for Trust and Estate matters, oral and written communications, asset and cash management including client bill paying.
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Trust AssociateBank Of America Mar 1987 - May 1996Charlotte, Nc, UsPersonal Trust Department Trust Associate -Assisted Trust Officers establishing new accounts, interpretationj of legal documents, oral and written communication, cash management and client bill paying. Prepared Estate inventories and annual court accountings for the Commissioner of Accounts as required by Virginia.Trust Distributions Analyst - Coordinated asset movement with depositories, contacted transfer agents, monitored asset and cash movement on trust system.Corporate Activities Trust Specialist - Research information pertaining to corporate changes, such as tender offers, stock splits, dividends and bond calls.
Tammy Stone Skills
Frequently Asked Questions about Tammy Stone
What company does Tammy Stone work for?
Tammy Stone works for Chesapeake Wealth Management
What is Tammy Stone's role at the current company?
Tammy Stone's current role is Executive Assistant with Chesapeake Trust Company.
What is Tammy Stone's email address?
Tammy Stone's email address is ts****@****est.com
What is Tammy Stone's direct phone number?
Tammy Stone's direct phone number is +175722*****
What are some of Tammy Stone's interests?
Tammy Stone has interest in Children.
What skills is Tammy Stone known for?
Tammy Stone has skills like Microsoft Excel, Microsoft Word, Powerpoint, English, Outlook, Microsoft Office, Customer Service, Windows, Research, Teaching, Administrative Assistants, Data Entry.
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