Rosie Nichols
Alsip
Summary
Trust Administrator at Bank of America. Expertly managed trust accounts, enhancing client satisfaction through effective communication and, professional, with attention to detail. Successfully reduced risk exposure while ensuring compliance with regulatory standards, fostering strong client relationships and delivering exceptional service. Flexible and hard working, team player.
Overview
26
26
years of professional experience
Work History
Trust Administrator
Bank of America
05.1995 - 07.2021
- Managed trust account administration and compliance with regulatory standards.
- Assisted clients in understanding trust services and account features.
- Coordinated documentation for trust fund distributions and transactions.
- Reviewed and processed client requests for account changes efficiently.
- Ensured the timely and accurate distribution of trust assets to beneficiaries in accordance with the terms of the trust agreements.
- Established strong relationships with clients by providing exceptional customer service and support.
- Enhanced client satisfaction by effectively managing trust accounts and addressing their individual needs.
- Managed sensitive information discreetly while adhering to strict confidentiality standards and regulations.
- Assisted in the onboarding of new clients, smoothly transitioning them into the company''s trust services.
- Reduced risk exposure with thorough reviews of trust agreements and careful monitoring of account activities.
Education
High School Diploma - General Studies
Morgan Park High School
Chicago, IL06.1980
Skills
- Legal documentation
- Portfolio management
- Wealth preservation
- Asset allocation
- Beneficiary communication
- Teamwork
- Problem-solving
- Time management
- Attention to detail
- Multitasking
- Reliability
- Excellent communication
- Effective communication
- Interpersonal skills
- Professionalism
Timeline
Trust Administrator
Bank of America
05.1995 - 07.2021
High School Diploma - General Studies
Morgan Park High School