Annisha Badejo
Bear,DE
Summary
Experienced financial services professional with 15+ years of expertise in trust administration, fiduciary risk management, client service, and compliance. Skilled in administering complex accounts, ensuring regulatory adherence, and supporting both domestic and cross-border clients. Proven ability to communicate effectively with beneficiaries, grantors, attorneys, and advisors while maintaining a high standard of service. Adept at guiding staff, supporting committees, and preparing reviews and reports that strengthen governance and operational effectiveness.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Assistant Vice President, Trust Administration
Wilmington Trust
09.2024 - Current
- Administer complex fiduciary accounts for high-net-worth individuals and institutional clients, ensuring compliance with fiduciary laws and regulations.
- Provide superior client service while proactively managing fiduciary risks.
- Guide and mentor administrative staff, delegating responsibilities to ensure efficiency.
- Participate in administrative and discretionary committees, supporting governance and oversight.
- Communicate with beneficiaries, attorneys, investment advisors, and accountants to maintain transparency and service standards.
- Prepare timely account reviews, reports, and materials for committees and management.
Senior Operations Specialist, Loan & Fiduciary Services
JPMorgan Chase
07.2022 - 05.2024
- Administered a portfolio of accounts with a focus on compliance and documentation accuracy.
- Ensured fiduciary account setup and maintenance aligned with regulations and client requirements.
- Trained and mentored staff in compliance procedures and fiduciary account processes.
- Partnered with cross-functional teams to resolve complex trust and compliance matters.
Compliance & Documentation Analyst, Trust Operations
Citibank
06.2021 - 07.2022
- Reviewed trust and fiduciary documentation to ensure compliance with policies and standards.
- Supported cross-border account administration with attention to international regulatory requirements.
- Prepared reports and reviewed account materials to support management and audit requests.
Trust Services & Compliance Analyst
WSFS Bank
02.2020 - 06.2021
- Supported fiduciary account administration and ensured compliance with internal policies.
- Conducted account setup reviews and annual administrative reviews for accuracy.
- Communicated with beneficiaries and attorneys to resolve inquiries and maintain service standards.
Fiduciary Support & Compliance Specialist
Bank of America
06.2012 - 06.2016
- Assisted with fiduciary compliance matters and sensitive client accounts.
- Drafted reports and provided support for oversight committees.
- Partnered with attorneys and auditors to resolve account-related disputes.
Senior Compliance Analyst, Trust & Risk Management
HSBC
02.2002 - 03.2011
- Conducted compliance reviews on trust accounts to ensure regulatory adherence.
- Trained and mentored staff in fiduciary account processes.
- Authored reports and recommendations to strengthen fiduciary governance and reduce risks.
Education
Master of Business Administration (MBA) - Human Resource Management
Wilmington University
Newark, DEBachelor of Science - Organizational Management
Wilmington University
Newark, DECertification
- Training and Staff Development – Certificate Program
- Entrepreneurship – Certificate Program
- Recipe of Success – Certificate Program
Timeline
Assistant Vice President, Trust Administration
Wilmington Trust
09.2024 - Current
Senior Operations Specialist, Loan & Fiduciary Services
JPMorgan Chase
07.2022 - 05.2024
Compliance & Documentation Analyst, Trust Operations
Citibank
06.2021 - 07.2022
Trust Services & Compliance Analyst
WSFS Bank
02.2020 - 06.2021
Fiduciary Support & Compliance Specialist
Bank of America
06.2012 - 06.2016
Senior Compliance Analyst, Trust & Risk Management
HSBC
02.2002 - 03.2011
Bachelor of Science - Organizational Management
Wilmington University
Master of Business Administration (MBA) - Human Resource Management
Wilmington University
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