Andrea Williams
Elkton,MD
Summary
Seasoned Trust Administrator with background in managing estates, trusts, and guardianship accounts. Skillset includes reviewing trust agreements, overseeing distributions, and communicating effectively with beneficiaries. Strengths lie in understanding complex financial documents, ensuring compliance with state and federal regulations while providing high-level customer service.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
Work History
Trust Advisor I
Comerica Bank & Trust, N.A.
Wilmington, Delaware
01.2025 - Current
- Served as Trust Advisor for book of approximately 150 personal trust accounts.
- Handled opening and closing of trust accounts.
- Completed annual Reg 9 Reviews.
- Attested to daily, weekly and monthly reports.
- Prepared periodic accountings.
- Managed trust distributions in accordance with terms of the trust.
- Assisted in the preparation of tax returns for trusts and estates.
Trust Administrator II
Comerica Bank & Trust, N.A.
05.2019 - 01.2025
- Monitored overdrafts and transactions daily.
- Acted as main point of contact on book of over 200 personal trusts when short-staffed for a period of 3 years.
- Assisted in the preparation of fiduciary tax returns.
- Managed trust distributions in accordance with terms of the agreement.
- Facilitated communication between clients and financial advisors for effective service delivery.
Client Solutions Specialist, Sr.
PNC Delaware Trust Company
04.2017 - 05.2019
- Funded closely held stock and business equity interests, promissory notes, limited partnerships, and LLC interests, etc.
- Opened and closed trust accounts.
- Processed disbursements according to terms of trust document.
- Checked cash and overdrafts daily.
- Drafted New Business Meeting Minutes, Discretionary Review Committee Meeting Minutes and tracked all aged receivables and non-credit losses.
Education
Cannon Financial Trust III - Trust Administration
Cannon Financial Trust
08.2025 - 08.2025
Cannon Financial Trust II - Trust Administration
Cannon Financial Trust
08.2024 - 08.2024
Cannon Financial Trust I - Trust Administration
Cannon Financial Trust
08.2023 - 08.2023
Some college courses - Business Management
Delaware Technical Community College
Newark, DE 09.2015 - 05.2016
High School - College Preparatory
Christiana High School
09.1993 - 06.1997
Skills
- Trust account administration
- Fiduciary compliance
- Trust taxation coordination
- Asset management
- Relationship management
- Regulatory compliance
- Effective communication
- Attention to detail
- Critical thinking
- Multitasking capacity
- Teamwork and collaboration
Timeline
Cannon Financial Trust III - Trust Administration
Cannon Financial Trust
08.2025 - 08.2025
Trust Advisor I
Comerica Bank & Trust, N.A.
01.2025 - Current
Cannon Financial Trust II - Trust Administration
Cannon Financial Trust
08.2024 - 08.2024
Cannon Financial Trust I - Trust Administration
Cannon Financial Trust
08.2023 - 08.2023
Trust Administrator II
Comerica Bank & Trust, N.A.
05.2019 - 01.2025
Client Solutions Specialist, Sr.
PNC Delaware Trust Company
04.2017 - 05.2019
Some college courses - Business Management
Delaware Technical Community College
09.2015 - 05.2016
High School - College Preparatory
Christiana High School
09.1993 - 06.1997