Ashley Welch
Summary
Detail-oriented Trust Officer with $100 million in fiduciary asset management experience. Eager to leverage a strong background in regulatory compliance and complex account reconciliations to contribute to the success of financial operations.
Overview
10
10
years of professional experience
Work History
Trust Officer
Wealth Enhancement Trust Services, Inc
Bismarck, ND
03.2025 - Current
- Managed assets under management totaling $100 million.
- Maintained accurate records of all transactions involving trusts and estate accounts.
- Conduct research on legal matters related to trusts and estates to ensure accurate administration.
- Calculate distributions to beneficiaries, ensuring appropriate expenses are withheld.
- Coordinated communication with attorneys, beneficiaries, financial professionals, and internal departments to resolve complex issues effectively.
- Developed and implemented procedures and best practices for bank reconciliation process, ensuring accuracy in balance sheet reconciliations.
- Created and updated financial reports on frequent basis to present information to leadership teams.
- Request Discretionary Budgets from Trust Committee. Keep accurate record of spending to ensure budgets are not exceeded.
- Successful completion of data migration to new trust accounting software
- Completed Cannon Trust II - February 2026 - Hilton Head, SC
Trust Associate Team Lead
First International Bank & Trust
Bismarck, ND
08.2022 - 03.2025
- Managed TA team, including hiring, training, performance management
- Facilitated resolution of complex requests for Trust Officers
- Created and distributed weekly reports to leadership team, providing insights into team performance and project status
- Developed Wealth Management procedures for the department
- Monitor daily work assignments sent to the TA team, ensuring timely completion
- Audited and corrected mineral distribution spreadsheets in Excel
- Performed Secretary duties on Investment, Administration and Compliance Committees.
- Acknowledged for outstanding contributions with Wealth Management Above and Beyond Award in 2023 and 2024
- Completed Cannon Trust I - September 2024 - Austin, TX
Relationship Banker
Wells Fargo
Mandan, ND
11.2021 - 08.2022
- Assisted clients with account opening, maintenance, and addressing complex needs such as business, trust, estate, and lending
- Collaborated with branch partners to preplan and review client meetings, ensuring alignment on client strategies
- Participated in branch meetings focused on compliance, growth initiatives, and enhancing customer experience
- Obtained state insurance, SIE, Series 7 and Series 66 licenses
- 100% promoter customer feedback
Service Manager
Wells Fargo
Kirkland, WA
10.2018 - 10.2021
- Coached branch team on customer experience, growth, and risk management to enhance service delivery and team effectiveness.
- Built/implemented branch strategies around customer experience, growth, risk management and segmentation
- Maintained compliance with protocols and risk management practices to mitigate potential operational risks.
- Reviewed consumer and business account application documentation for accuracy and completeness, ensuring compliance with regulatory standards.
Personal Banker
Wells Fargo
Kirkland, WA
01.2017 - 10.2021
- Guided customers in achieving financial goals through tailored product and service recommendations
- Delivered exceptional customer service, resolved complex issues to enhance customer satisfaction
- Process consumer and business loan applications, communicate with underwriters and see process through to funding
- Managed risk by approving large teller transactions, ensuring compliance and security
- Obtained certification in business advocacy
- Achieved a Regional Recognition Award.
Education
Associate of Applied Science -
Lake Washington Institute of Technology
Kirkland, WA01-2016
Skills
- Account Reconciliation
- Financial Reporting
- Asset Management
- Cash Balancing
- Budget Tracking
- Compliance & Regulatory Procedures
- Audit Preparation
- Documentation & Record Keeping
- Microsoft Excel
- Problem-solving
- Multitasking
- Self-motivated
Timeline
Trust Officer
Wealth Enhancement Trust Services, Inc
03.2025 - Current
Trust Associate Team Lead
First International Bank & Trust
08.2022 - 03.2025
Relationship Banker
Wells Fargo
11.2021 - 08.2022
Service Manager
Wells Fargo
10.2018 - 10.2021
Personal Banker
Wells Fargo
01.2017 - 10.2021
Associate of Applied Science -
Lake Washington Institute of Technology