Felicia Diaz

Greet customers, assist customers and handle sales through the register. Stock product throughout the store and fill online orders for customers. Reconcile registers at the end of day.

Handled closures of trusts, guardianships

and estates for Florida, Georgia, South and North Carolina and Virginia accounts.

Performed verbal or written correspondence with bank customers and bank personnel in state offices.

Prepared spreadsheets of distribution for beneficiaries.

• Communicated regularly with clients, trustees, attorneys, bankers, and advisors regarding changes in trust status or other relevant information.
• Maintained accurate records of all transactions involving trusts and estate accounts.
• Created and updated financial reports on frequent basis to present information to leadership teams.