Assisted in the conversion of new and terminated personal trust accounts
Coordinated the setup of assets from institutions or distribution of assets to new successors
Served as the liaison between the client servicing group, internal partners and outside parties
Collect and valued assets, gathered all legal documentation, and initiated and coordinated all operational duties associated with new or terminated trust account
Provided documents and account information to the Tax group, PFS Fees, Administration, and Operation areas for client servicing.