Carrie Holloway
House Springs,MO
Summary
Dynamic Trust Officer at Stifel with a strong focus on accuracy and effective decision-making. Successfully managed client trust accounts, ensuring compliance and facilitating seamless asset transitions. Developed expertise in trust administration while enhancing service excellence through clear communication and conflict resolution techniques. Committed to upholding fiduciary responsibilities and ethical standards.
Overview
23
23
years of professional experience
Work History
Trust Officer
Stifel
10.2010 - 07.2020
- Assisted in managing client trust accounts and ensuring compliance with regulations.
- Supported account administration by maintaining accurate records and documentation.
- Learned to evaluate investment opportunities for optimal trust fund performance.
- Collaborated with senior officers to develop estate planning strategies for clients.
- Participated in client meetings to address inquiries and provide information on trust services.
- Developed foundational knowledge of fiduciary responsibilities and ethical standards in trust management.
- Facilitated seamless transitions for beneficiaries by accurately distributing assets according to trust provisions upon grantor''s death or incapacity.
- Maintained detailed records of trust transactions, providing clear documentation for audits and legal proceedings when necessary.
- Adapted quickly to software systems used for account management and reporting.
Trust Administrative Assistant
Wells Fargo
08.1997 - 10.2010
- Managed trust account documentation and ensured compliance with regulatory requirements.
- Collaborated with financial advisors to streamline client onboarding processes.
- Developed and maintained organized filing systems for confidential client information.
- Assisted in preparing reports on trust fund performance for stakeholder review.
- Coordinated communication between clients, attorneys, and financial institutions effectively.
- Enhanced client satisfaction by efficiently managing their requests and addressing concerns related to trust accounts.
Education
MBA -
University of Phoenix
Tempe, AZBachelor of Information Technology -
University of Phoenix
Tempe, AZSkills
- Effective decision-making
- Clear communication
- Discretion and confidentiality
- Conflict resolution techniques
- Cultural awareness
- Skilled in trust administration
- Service excellence
- Analytical problem-solving
- Effective time management
- Strong focus on accuracy
- Effective troubleshooting skills
- Know your customer
Timeline
Trust Officer
Stifel
10.2010 - 07.2020
Trust Administrative Assistant
Wells Fargo
08.1997 - 10.2010
MBA -
University of Phoenix
Bachelor of Information Technology -
University of Phoenix
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