Summary
Overview
Work History
Education
Skills
Event Planning
Work Availability
Timeline
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Dawn Moore

Greater Cleveland,Ohio

Summary

Dedicated and motivated individual seeking a full-time position to tackle professional challenges. Strong interpersonal skills, excellent time management abilities, and problem-solving expertise will be utilized. Committed to maintaining high performance and contributing to organizational success. Passionate about delivering exceptional results.

Overview

29
29
years of professional experience

Work History

Irrevocable Life Insurance Trust Analyst

KeyBank National Association
07.2007 - 10.2023
  • Responsible for over 400 Irrevocable Life Insurance Trust accounts
  • Administered approximately 580 Life Insurance policies
  • Expert in the Life Insurance Trusts policy premium management
  • Coordinated the transfer and collecting documentation of data as Successor Trustee and to a Successor Trustee
  • Processed and mailed Grantor Contribution letters for the upcoming premium payments
  • Handled Monthly, Quarterly and Annual Insurance Policy Statements
  • Investigated and resolved account issues by offering applicable options to customers
  • Processed REG 9 reviews for my BoB of Irrevocable Trust accounts
  • Provided prompt, accurate and friendly customer service
  • Responded to inquiries regarding insurance coverage, policy changes and billing clarification.

Trust Tax Officer

KeyBank National Association
10.2001 - 07.2007
  • Managed tax information for the filing of Fiduciary tax returns for BoB of accounts
  • Prepared Fiduciary and 1040 tax returns in the Vendor Tax system
  • Calculated and paid quarterly estimates for Fiduciary and Individual accounts
  • Reviewed and maintained tax information on the Trust Accounting System.

Trust Tax Support Supervisor

KeyBank National Association
09.1998 - 10.2001
  • Supervised and delegated work tasks to the Tax Support staff
  • Cross trained to ensure coverage of all job duties
  • Conducted Annual Performance reviews for the Support Unit
  • Established steps for continuous development and goal setting
  • Wrote procedures for training manual
  • Planned and maintained Support Staff work schedule
  • Maintained department calendar and tax filing deadlines
  • Assured timely, accurate filings and recordings of all Tax Returns
  • Maintained files for archived records
  • Assisted in problem resolutions.

Administrative Assistant

KeyBank National Association
09.1994 - 09.1998
  • Created new forms for department use
  • Maintained files for archive records
  • Scheduled weekly department meetings
  • Organized department events and celebrations
  • Processed accounting entries
  • Reconciled all Manager accounts
  • Created new departmental forms
  • Prepared vendor invoices for payment
  • Monitored and ordered office supplies
  • Maintained accurate records for expenses
  • Researched and processed accounting transactions
  • Reviewed Audit packages
  • Making Travel arrangements
  • Coordinator and overseer of the year-end process
  • Coordinated, organized the department relocation.

Education

Basic Accounting I -

Key Services College

Federal Fiduciary Income Tax Workshop -

Professional Education System Institute, Inc.

Diploma received -

Jane Addams Vocational High School

Event & Meeting Planning

Corporate College
Warrensville Heights, OH

Skills

  • Trust Analyst
  • Tax Analyst
  • Supervisor
  • Administrative Assistant
  • Professionalism
  • Interpersonal Skills
  • Adaptability and Flexibility
  • Effective Communication
  • Problem-solving abilities
  • Attention to Detail
  • Organizational Skills
  • Excellent Communication
  • Multitasking Abilities
  • Teamwork and Collaboration

Event Planning

· Execute, organize, coordinate, conceptualize themes and or ideas for a variety of events.

· Maintain the event logistics while staying withing the restraints of the established budget and guidelines.

· Excellent presentation, communication, and negotiation skills.

· Research, book, and execute the proposed plan as contracted with the venue.

· Selection, comparison, and negotiation with vendors to achieve the most favorable terms.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Irrevocable Life Insurance Trust Analyst

KeyBank National Association
07.2007 - 10.2023

Trust Tax Officer

KeyBank National Association
10.2001 - 07.2007

Trust Tax Support Supervisor

KeyBank National Association
09.1998 - 10.2001

Administrative Assistant

KeyBank National Association
09.1994 - 09.1998

Basic Accounting I -

Key Services College

Federal Fiduciary Income Tax Workshop -

Professional Education System Institute, Inc.

Diploma received -

Jane Addams Vocational High School

Event & Meeting Planning

Corporate College

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Dawn Moore