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Online Resumes with "Trust Administration"
Investment Services, Inc. Rosemont, IL NatCity Investments, Cleveland OH Fifth Third Securities, Cincinnati OH * Extensive experience with investment solutions for retirement planning as well as other financial goals. Worked collaboratively with licensed bankers and other customer service liaisons to achieve sales goals and cross-sell services. Implemented new investment services programs in various markets. Retail Bank Man...
Life Insurance agent, worked for growing estate planning and probate practice seeking a job as a Financial Advisor/ Wealth Manager - will bring book of business
Objective: to grow a strong client base through education and collaboration with local estate planning attorneys and healthcare providers. Already maintain strong referral base and have clients ready to transfer to new financial institution. PROFESSIONAL SUMMARY ACCOMPLISHMENTS Obtained and Maintained Florida Life, Health and Variable Annuity License (FL 215). Will have 65 license by end of 2017. Member of many estate pl...
Tags for this Online Resume: Real Estate, Capital Expenditures, Estate planning, Planning, Accounting, Annuity, Customer Service, Financial, Financial Statements, Firepond Answer, finance, wealth managment, financial advisor, life insurance
Summary of Qualifications Eighteen years of experience in Corporate Trust with expertise in restructured assets, tender option bonds, asset - backed securities, commercial paper, corporate securities and municipal derivative products. Successful track record of identifying and providing business solutions for highly sensitive, large revenue-generating clients. Ability to manage projects, provide product and sales support, d...
QUALIFICATIONS Hot Docs Individual Tax Return MS Office Problem Solver Tax Law Analysis Estate Tax Return MS Word Detailed Oriented Tax Planning Fiduciary Tax Return MS Excel Fiduciary Accounting Legal Research Gift Tax Return MS Power Point Trust Administration
SUMMARY Broad range experience in general accounting from general ledger through financial statements. Specialized experience in cash management, financial data processing, mutual fund pricing, exception processing, trust administration and financial planning. Skilled in analyzing data and research.
Tags for this Online Resume: Cash Flow, Financial, Accounts Receivable, Fund Accounting, Pricing, Retail, Administrative Assistant, Custody, Microsoft Office, benefits, Benefits, accounting, accountant, Excel, Audit, Tax
Result-oriented, intelligent, organized, and motivated individual is seeking an available management position with a growing company in an effort to utilize years of experience to fulfill the company's strategic requirements.
Ideal Companies: The ideal company is the company which provides a healthy, fair and motivated environment to their employees and give best opportunities to enhance their career. The ideal job is the job where the employee gets more benefits and opportunities to prove themselves. So where these conditions are present that is the best location for me.
Tags for this Online Resume: Management, Estate planning, Planning, Sales, Financial, Insurance, Annuity, Cash Management, Investment Opportunities, Legacy, Training and Development, Coaching, Consulting for Business start up and development, Program development and coordination, fund raising, Human services, Public Administration, Investment, Executive assistance
Looking to put my experience and skills to work in an environment than believes its employees are their greatest asset. I want to work to improve employee relations by creating a climate that demonstrates how it values and respects employees through training, compensation, inclusivity, a pleasant work environment, and fairness. Professional development and challenges to grow as a part of the executive team.
Tags for this Online Resume: Leader, Strategic, Diversity, Coaching/mentoring, Benefit Management, Leadership Development, Onboarding, Inclusivity, Succession Planning, Recruitment, Orientation, Performance Management, Grievances/Investigations, Labor Relations, Employee Relations, Investigations