Vera Wright Email & Phone Number

Honolulu, Hawaii, United States

Honolulu County, Hawaii, United States

Honolulu, Hawaii

Honolulu, HI

Oversee the daily operations of Trust Services Group

As our client, the needs of your business are our priority. We dedicate ourselves to learning about your industry, your company and the nuances of your operations and personnel. From returning calls promptly to taking on board your questions and concerns, we seek to build a long-lasting, trusted relationship with you. As a mid-sized firm, we are proud to.

Responsible for multiple client engagements with mid to large sized banks and financial institution clients providing high volume fiduciary compliance services. Responsibilities include contract development and negotiation, transition planning and implementation, resource management, training, and overall client satisfaction.Serves as the primary client.

Responsible for trust account management and overseeing the preparation of over 900 tax returns for Wells Fargo Bank's trust account holders. Responsibilities included detailed reviews of trust documents and analysis of financial data for high net worth clients to ensure appropriate account set-up and compliance with required tax filings.

Responsible for providing service solutions to clients' needs ensuring a high level of client service and satisfaction.

Mpacc, Accounting

Activities and Societies: Alpha Beta Psi Emphasis in Information Technology

Masters In Accounting, Weber State University

Education record