Christy Kirkley
Dora,AL
Summary
Experienced Assistant Vice President and Trust Officer with a strong background in financial management and client relations. Skilled in managing multiple priorities under pressure with sharp analytical and organizational abilities. Focused on continuous growth and seeking remote career opportunities where I can make a positive impact.
Overview
15
15
years of professional experience
Work History
AVP and Trust Officer
Regions Bank - Private Wealth Management
01.2021 - 12.2023
- I was on the Private Weath management and support team as AVP and Trust Officer.
- Review new accounts for closing from Trust Advisors across Regions' footprint
- Understand and prepare tax and generation skipping (GST) tax worksheets
- Complete wires and various other distributions, sometimes which are very large and must be sent within very tight deadlines
- Complete asset transfers to receiving firms and follow them closely to ensure they transfer timely and accurately
- See accounts through to closing completion and communicate with Trust Advisors and Trust Assistants across Regions' footprint
- Work with clients to ensure they receive their final distributions timely and accurately
AVP and Trust Officer
Regions Bank - Life Insurance and Trust
02.2014 - 01.2021
- Irrevocable Life Insurance Trust Department AVP and Trust Officer
- Trust Officer and client contact for 200 plus Irrevocable Life Insurance Trusts
- Conducted monthly administrative and investment performance reviews of trust accounts
- Provided fiduciary oversight on Irrevocable Life Insurance Trusts, including performing timely trust account reviews and/or other trust-related reviews
- Evaluated, reviewed, interpreted and signed trust-related agreements and documents
- Understanding of the different state statutes regarding trust agreements
- Handled multiple client requests daily and facilitated requests, as allowed by the trust agreement, and prepared memorandums and accompanying documentation to present the request to the Personal Trust Working Group (PTWG) committee
- Coordinated with insurance agents and clients regarding changing or exchanging existing policies within the trust
- Maintained investments within the trust account and/or life insurance policy
- After the death of the creator of the trust, monitored the claims process and worked directly with the trust beneficiaries to facilitate the wishes of the creator
Shipping Clerk/Order Representative
Russell Corporation/Fruit of the Loom
01.2009 - 01.2013
- Managed an average of 500 orders per day from multiple clients and retailers, all to ship various ways
- Ensured all orders are shipped via their proper carriers and within the shipping parameters set forth in the clients routing guides
- Organized and scheduled pick up and transit times of various carriers to ensure timely delivery of goods
- Communicated daily via telephone and email with over 20 members of an out of state sales team
- Effectively met very tight deadlines as well as multi tasked under heavy workloads while maintaining integrity of work
- Organized and maintained an archive to ensure easy access of historical shipping information
Education
Diploma -
Corner High School
Warrior, AL05.1998
Skills
- Communication skills
- Attention to detail
- Self-motivation
- Proactive mindset
- Time management
- Deadline adherence
- Quick learning ability
- SEI automated review system
- CORE proficiency
- RWP expertise
- Microsoft Office Suite proficiency
- Word processing
- Outlook management
- Presentation skills
- Database management
- Spreadsheet analysis
- Administrative support
- Trust administration
References
References available upon request.
Timeline
AVP and Trust Officer
Regions Bank - Private Wealth Management
01.2021 - 12.2023
AVP and Trust Officer
Regions Bank - Life Insurance and Trust
02.2014 - 01.2021
Shipping Clerk/Order Representative
Russell Corporation/Fruit of the Loom
01.2009 - 01.2013
Diploma -
Corner High School
Similar Profiles
Poly J. BatistaPoly J. Batista
VP, Private Client Group Relationship Manager III at Amerant Private Bank and Wealth ManagementVP, Private Client Group Relationship Manager III at Amerant Private Bank and Wealth Management
Greg McEvoyGreg McEvoy
Vice President - Private Wealth Advisor at U.S. Bank Private Wealth ManagementVice President - Private Wealth Advisor at U.S. Bank Private Wealth Management
Whitlee CurryWhitlee Curry
Client Service Advisor- Senior Associate at PNC Wealth Management- Private BankClient Service Advisor- Senior Associate at PNC Wealth Management- Private Bank
Kellie MortonKellie Morton
Registered Nurse at SCA-Outpatient Care CenterRegistered Nurse at SCA-Outpatient Care Center
Kyndall SheddKyndall Shedd
Childcare Provider at Multiple Private HouseholdsChildcare Provider at Multiple Private Households