Heather J. Lindahl
Summary
Experienced with financial data analysis, process optimization, and regulatory compliance. Utilizes advanced financial software to streamline operations and ensure accuracy. Track record of effective team collaboration and adapting to dynamic financial environments.
Overview
23
23
years of professional experience
Work History
Financial Operations Analyst-Trust Operations
SS&C Technologies
03.2024 - 08.2024
- Assisted clients with daily settlements and money movement to complete investment activity.
- Researched IT pushes to find where any outages may have arisen in their usage of InnoTrust.
- Allocated dividends and corporate action payouts to appropriate underlying clientele.
- Reconciliation of transaction data daily for precise reporting to the client and their underlying clientele.
Institutional Account Administrator-Trust Operations
Fifth Third Bank
03.2015 - 12.2023
- Maintained client book of daily and non-daily accounts $14+B, assisting with wire settlements, trading activities, global settlements and wires, free asset transfers, corporate actions, and maintaining favorable global taxation for clients.
- Primary point of contact between 5/3 back offices and business line as well as contacts. Work with the business line partners and relationship managers to research client issues, overdrafts, resolve outages, and maintain accurate records while mitigating risk for 5/3 and the clients.
- Project Management skills: Assisted with the department-wide ACAT project including providing feedback for platform innovations, feedback on procedures and processes as well as training the administrators on how to use; and best practices.
- Executed letters of direction regarding asset gifting, charitable endowment transfers, transfers of assets in and out including dwac, drs, dtc, matrix transfers.
- Maintained cost basis reporting on tax lots for IRS, estate planning, and gifting needs.
- Onboarding clients to new platforms including custodian databases and InnoTrust systems.
Service Trading III/ Investments
Fidelity Investments
12.2001 - 01.2006
- Previously held series 7 and 63 certifications.
- Assisted clients with service issues on accounts, problem resolution, accurately trading all investment securities including fixed income and derivatives.
- Maintain compliance and security standards, qualified leads to business partners, educating clients on electronic channels and guidance tools to strengthen relationships.
- Recognized for asset retention, investment leads, quality liaison, and campaign coordinator.
- Contacted clients outbound to develop and deepen relationships, qualified investment leads for business partners, educating clients on guidance opportunities when available. Worked with various lead types with targeted goals for maintaining high quality contacts efficiently and within compliance standards.
- Assisted clients with their investment options because of individual needs investigation.
- Educated clients on features and benefits of asset and sub-asset allocation strategies, diversification principles, referred to online guidance tools and qualified leads to business partners such as branches, annuities, senior financial representatives.
- Furnished and explained information on securities and planning. High Net Worth liaison for team.
Education
Graduate Certificate - International Business
University of Cincinnati
07.2016
Bachelor of Business Administration - Finance, Treasury Management
University of Cincinnati
12.1998
Skills
- Bank reconciliation
- Fundamental analysis
- Data interpretation
- Investment analysis
- Customer service
- Financial and operational reporting
Timeline
Financial Operations Analyst-Trust Operations
SS&C Technologies
03.2024 - 08.2024
Institutional Account Administrator-Trust Operations
Fifth Third Bank
03.2015 - 12.2023
Service Trading III/ Investments
Fidelity Investments
12.2001 - 01.2006
Bachelor of Business Administration - Finance, Treasury Management
University of Cincinnati
Graduate Certificate - International Business
University of Cincinnati
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