Hi, I’m
Blair Owens
Eagle Mountain,UT
Summary
Skilled professional with strong background in trust administration, prepared to bring high standards and a results-driven approach to role. Valued for teamwork and flexibility, with strong focus on client relations and compliance management. Adept at managing budgets, payroll, invoices and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines.
Overview
7
years of professional experience
Work History
Key Private Bank
Trust Administrative Assistant
01.2018 - 01.2023
Job overview
- Completed daily cash functions such as account tracking, payroll and wage allocations, budgeting, donating, and cash movement.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Used advanced software to prepare documents, reports, and presentations.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
- Handled day-to-day accounting processes to drive financial accuracy.
Licensed Insurance Professional
TD Bank
11.2015 - 12.2017
Job overview
- Efficiently met with clients to provide competitive banking, insurance and retirement solutions.
- Provided clients with thorough support and guidance throughout entire financial planning process.
- Built and maintained rapport with clientele, successfully retaining client relationships.
- Worked effectively in fast-paced environment while exhibiting skills of self-motivation, with a strong sense of personal responsibility.
- Worked independently and collaboratively in a team environment to consistently meet quotas and deadlines.
Education
DeVry University
Bachelor of Accounting from Accounting And Finance
University Overview
- Honor Roll All Semesters 2021
- 4.0 GPA
- Ranked in Top 3% of class
Skills
- Strong organization
- Accounting and bookkeeping
- Multitasking and time management
- Reliability
- Telephone and email etiquette
- Teamwork and collaboration
- Client relations and retention
- Report preparation
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
Spanish
Full Professional
Timeline
Trust Administrative Assistant
Key Private Bank
01.2018 - 01.2023
TD Bank
Licensed Insurance Professional
11.2015 - 12.2017
DeVry University
Bachelor of Accounting from Accounting And Finance
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