Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

J'ontae Smith

O'Fallon,IL

Summary

Focused financial professional with in-depth understanding of translation and interpretation. Well-versed in managing schedules, editing documents and project management. Excellent multitasker with expertise in planning, organization, and communication.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Senior Trust Specialist

Edward Jones
02.2022 - Current
  • Support Client Service Teams with onboarding and ongoing relationship, trust, and investment management of diverse account types.
  • Contribute towards business development efforts by identifying prospects for trust services through superb client phone service.
  • Anticipate client and branch needs and effectively communicate to problem solve for complex and non-routine issues.
  • Liaise between beneficiaries, branches and internal departments during sensitive situations, effectively resolving conflicts while preserving relationships.

Trust Specialist I (contractor)

Edward Jones/PEG
06.2021 - 02.2022
  • Review 50 trust agreements and other documents weekly to establish and close accounts.
  • Communicate with clients, branches, and other parties to support service teams in growing the business.
  • Anticipate needs of clients and client service teams and take initiative to identify, follow up on, and complete work.
  • Manage daily workflow to ensure assignments are completed accurately and efficiently.

Service Specialist

Edward Jones
02.2020 - 05.2021
  • Built and maintained relationships with clients, branches, and other departments to help resolve technical problems.
  • Streamlined service processes for quicker response times, enhancing overall customer experience.
  • Answered 40 calls per day for Spanish and French-speaking clients to assist with technical support and interpretation.
  • Communicated with internal departments to resolve complex client issues while providing excellent service.
  • Managed multiple projects and processes to help improve department efficiency and solve system issues

Deputy Field Organizer

Christian Worth And Friends Campaign
05.2019 - 12.2019
  • Answered phone calls and translated campaign literature to be distributed in Spanish-speaking communities.
  • Drafted official press statements on behalf of candidate and spoke publicly to crowds of 100 people about voting.
  • Coordinated campaign events with different venues and worked with media for campaign marketing.
  • Conducted research on donors to raise funds for campaign and organized donor funds projects.

Education

Bachelor of Arts - Spanish And French

Washington And Lee University
Lexington, VA
12.2019

Skills

  • Client servicing
  • Computer Literate
  • Translation
  • Writing
  • Policies And Procedures
  • Ms Word
  • Document Review
  • Attention To Detail
  • Planning

Certification

Problem Solving Research Translation Interpretation Project Management Time Management Critical Thinking Leadership

EDUCATION

Bachelor of Arts / Spanish and French Washington and Lee University, Lexington VA 2017 – 2019

LANGUAGE CERTIFICATIONS Spanish (STAMP Certified Advanced Level) & French (advanced)

Timeline

Senior Trust Specialist

Edward Jones
02.2022 - Current

Trust Specialist I (contractor)

Edward Jones/PEG
06.2021 - 02.2022

Service Specialist

Edward Jones
02.2020 - 05.2021

Deputy Field Organizer

Christian Worth And Friends Campaign
05.2019 - 12.2019

Bachelor of Arts - Spanish And French

Washington And Lee University

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J'ontae Smith