Alma L. Montano
Houston,TX
Summary
Client Relationship Officer with five years of trust administration experience and a comprehensive background in the financial services industry servicing ultra high-net worth clients. Adept at multitasking and prioritizing in fast-paced environments, with strong time management, problem-solving, attention to detail, and communication skills.
Overview
25
25
years of professional experience
Work History
Client Relationship Officer | Assistant VP
Sentinel Trust Company
04.2020 - Current
- Prepare account opening documentation and manage the onboarding process for new trust, custody and agency accounts, ensuring completeness and compliance with internal requirements
- Calculate and prepare asset gift transactions, ensuring proper documentation and timely transfer execution.
- Reviewed and summarized financial transactions for current and past financial years of clients for quarterly internal reviews and annual audits.
- Maintained existing client relationships through processing of client requests, resolving client inquiries, and assured key client information and documentation is up to date.
- Assist with preparation of client reports, meeting materials, and follow-up action items to support relationship management efforts
- Prepare and process requests for discretionary disbursements, ensuring requests align with trust terms, distribution standards, and fiduciary guidelines.
Office Administrator
Accesum Consulting
10.2014 - 06.2018
- Managed all cash flows expenses for office
- Planned domestic and international travel for CEO (50% travel time) to Europe, South America and Mexico
- Planned trade shows in Central America for product exhibition
- Planned dinners, transportation and lodging for CEO's
- Prepared monthly expense report for CEO's
- Prepared bank deposits
- Prepared quarterly sales reports.
Registered Client Sales Assistant
BBVA Compass Investments
07.2008 - 01.2010
- Opened and maintained all aspects of Credit Line, Trust and Investments accounts for Non-Resident Alien clients.
- Executed all aspects of foreign exchange transactions.
- Expedited client inquiries regarding information pertaining to their accounts.
- Assisted broker with trading in Emerging Markets as well as Fixed Income and Equities.
- Researched and acquired information through Bloomberg and other media regarding new product ideas and investments.
Registered Client Sales Assistant
UBS International
07.2001 - 03.2008
- Opened and maintained all aspects of Credit Line, Trust and investment accounts for Non-Resident Alien clients.
- Executed daily trades in emerging markets and equities.
- Managed all aspects of foreign exchange transactions.
- Researched and acquired information through Bloomberg and other media regarding new product and investments.
- Prepared financial reports, spreadsheets, and other materials for client meetings.
Education
Bachelor of Science - Marketing
University of Arizona
Tucson, AZ12.1999
Skills
- Adept with Microsoft Office: Word, Excel and Power Point
- Fully Spanish and English spoken and written
- Axys
- TrustRite
Timeline
Client Relationship Officer | Assistant VP
Sentinel Trust Company
04.2020 - Current
Office Administrator
Accesum Consulting
10.2014 - 06.2018
Registered Client Sales Assistant
BBVA Compass Investments
07.2008 - 01.2010
Registered Client Sales Assistant
UBS International
07.2001 - 03.2008
Bachelor of Science - Marketing
University of Arizona