JEFFREY COLE

Customers call in to request various types of roadside assistance. It is my job to take calls and assist the caller in a timely manner by verifying that they have Roadside Coverage through their Car Insurance Company, and to then set up the assistance that they may need. Sometimes they may not have the coverage, so it is also my job to offer them either, "No Coverage" or a "Courtesy List" of Service Providers. When directed, I also assist in the Courtesy and Dispatch ques to ensure the needs of our clients customers have been properly taken care of.

• Assist customers by determining requirements; answer questions and resolve problems; fulfill requests and maintain database; complete transactions and forward escalated requests to proper department.

• Coordinate and oversee daily administration of assigned custody accounts pertaining to all cash movement.
• Ensure operations are in compliance with industry regulations and federal and state applicable laws.
• Develop positive relationships with clients, sponsors and stakeholders; maintain solid record of client retention.
• Maintain legal files and documentation checklists in accordance with documentation standards.
• Prepare materials for monthly and quarterly securities review meetings.
• Instruct operational areas regarding cash movement and trading activity to meet ongoing business requirements.
• Provide general office support including faxing, copying, maintain filing system including archiving of files.  
• Front Office Receptionist.
• Compose and draft all outgoing correspondence and reports for managers.
• Assist internal and external partners with document requests received via email or telephone requests.
• Maintain physical filing system and archive documents on an annual basis.
• Document imaging of all trust documents as well as authorized directives pertaining to cash and non cash movement.
• Work with confidential and sensitive client data.

• Process daily settlements, provide accurate collection of principle and interest payments, proceeds from maturities and calls, and processing of trading activity; handle outgoing and incoming wires.
• Produce and distribute morning reports to clients.
• Balance and process settlement wires.
• File daily activity report and ensure all documents are properly authorized; archive files monthly.
• Maintain monthly statistical review of M&I Custody, including but not limited to, securities transactions, holdings, and wire transfer activity utilized for quarterly board meetings.
• Answered telephone inquiries on expected income payments.
• Resolved income payment research time which led to 100% income collection accuracy to clients.
• Maintain office supplies and replenish inventory as needed.
• Work with confidential and sensitive client data.
• Maintain strict client confidentiality.