Complete various account administration activities of moderate to significant intricacy, complexity and risk including, timely cash flow execution and fee billing, internal and external reporting and tickler processing.
August 26, 2022
Actively participates in preliminary discovery of new business opportunities.
December 25, 2022
Participates in sales presentations, explains details of our overall service offering and provides system demonstrations.
January 10, 2023
Maintains significant proficiency in the areas of fiduciary trust and employee benefits through participation in periodic training activities.
January 11, 2023
Participate on Divisional and Departmental projects as assigned at a strategic and tactical level and inclusive of product development, fee structures, service delivery and policy and procedures.
February 17, 2023
Monitors aged receivables reports to better understand customer receivable status and collect those fee receivables in excess of 60 days past due.
March 17, 2023
Demonstrates strong written and verbal communication skills with attention to detail.
April 13, 2023
Develops revenue enhancements, negotiates contract renewals and identifies opportunities for cross-selling products/services.
May 01, 2023
Manages accounts in accordance with the terms of the governing documents and in a manner consistent with the needs of owners, beneficiaries and/or remaindermen.
May 21, 2023
