Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jessica Pope

Manchester,NH

Summary

Motivated, hard-working, detail-oriented, and organized Associate Trust Officer with significant experience in Trust Administration. Collectively, I have 9 years of experience in Wealth Management and Trust Administration. I have successfully completed 3 years of the ABA/Cannon Financial Trust Schools and intend to further my career by obtaining my CTFA. I am looking to further my career at Beacon Trust Company and would like to be considered for the Trust Officer position.

Overview

17
17
years of professional experience

Work History

Associate Trust Officer

Beacon Trust Company
03.2022 - Current
  • Open and close trust accounts
  • Prepare new portfolio and entity forms
  • Prepare new account checklists for newly established trusts and LLCs
  • Prepare account termination checklists
  • Prepare periodic reviews on all trusts
  • Process Cap Calls, tax payments, trust disbursements, LLC disbursements, inter-family loan payments
  • Review quarterly invoices from property management company
  • Lead bi-weekly transaction meetings
  • Review procedures annually
  • Create new procedures as needed
  • Participate in special projects
  • Review LLC and trust invoices for appropriate documentation and process to business standards
  • Collaborate with legal team, advisor team and direct manager to understand new and changing client and trust structures
  • Prepare outside trustee reporting
  • Train new colleagues on role related tasks

Trust Administrator

Beacon Trust Company
06.2021 - 03.2022
  • Reviewed invoices for appropriate documentation and processed in accordance with established business standards and procedures
  • Prepared weekly cash reconciliation report
  • Prepared weekly outside trustee reports
  • Collaborated with legal, tax, trust officers, and operations departments
  • Reviewed company policies and procedures for accuracy annually
  • Set up new vendors
  • Cultivated a positive team environment that fostered collaboration, communication, and continuous learning among colleagues
  • Maintained accurate records of all transactions, ensuring proper documentation for audit purposes and regulatory compliance

Associate Trust Officer

McLane Middleton, P.A.
08.2020 - 06.2021
  • Drafted legal documents- Including promissory notes, Trustee resignations/appointments, etc.
  • Reviewed trust documents
  • Processed bill payments, check requests, tax payments, wire transfers, etc.
  • Administered Life Insurance Policies, Payments, Crummy Notices
  • Reconciled financial statements
  • Prepared end of year trust reports and accountings
  • Processed Capital Calls
  • Calculated 5x5 Distributions and 65 Day Elections
  • Prepared discretionary request forms
  • Streamlined estate planning process by working closely with attorneys, accountants, and other professionals to meet client objectives effectively.

AVP, Wealth Manager

Charter Trust Company
11.2018 - 08.2020
  • Trust Administration
  • Estate Administration- Assisted in sales of trust owned Real Estate and personal items
  • Client meetings- Met with clients in person on annually to discuss their accounts and investment portfolios
  • Opened/Closed accounts
  • Reviewed Trust documents and prepared discretionary forms for Irrevocable Trusts
  • Administrative account reviews
  • Transaction processing for high-net worth clients
  • Helped clients prepare budgets
  • Developed and maintained strong relationships with clients, resulting in increased business opportunities.
  • Enhanced team productivity by providing training and mentorship to junior staff members.

Private Bank and Trust Service Associate, Officer

Citizens Bank
05.2015 - 11.2018
  • Produced investment performance books using Compliance Services
  • Served as secretary of Fiduciary Committee
  • Reviewed Trust documents and prepared discretionary forms for Irrevocable Trusts
  • Performed account maintenance such as; address changes, account title changes, adding contacts, etc.
  • Opened and Closed Trust accounts
  • Recorded client contact using Salesforce
  • Calculated 65 day elections, 5x5 powers, charitable contributions, CRUT payments, Date of Death valuations and step ups
  • Collaborated with team members to streamline processes and improve overall service efficiency.
  • Developed strong relationships with clients through consistent communication and excellent service delivery.

Payroll Processer

Trivantus, Inc.
10.2014 - 05.2015
  • Processed payroll information for 500+ businesses
  • Business reporting
  • Implementation of new account information
  • Assist in processing and distributing W-2 information
  • Managed multiple pay schedules for diverse workforce, ensuring each group received accurate payment at appropriate intervals.
  • Safeguarded confidential employee information through proper storage and handling of sensitive documents.

Student Loan Analyst II

Granite State Management & Resources
05.2014 - 10.2014
  • Processed credit disputes for student loan borrowers
  • Corrected student loan borrower Credit Bureau history
  • Processed Bankruptcy filings
  • Researched escalations related to borrower credit and Bankruptcy
  • Loan Rehabilitation process
  • Train new hires on credit and bankruptcy processing
  • Assist in Federal Audits when needed

Member Service Representative

Bellwether Community Credit Union
08.2013 - 05.2014
  • Assisted in balancing of coin machine
  • Helped prepare FED balancing sheet
  • Performed excellent customer service while assisting members with their financial needs
  • Processed member transactions including, but not limited to, deposits, withdrawals, money orders, bank checks, statements, closing accounts, loan pay-offs, credit card payments
  • Assisted members in using Transact 24 machine, Web24, and provide information on products
  • Offered products to members that may be beneficial to their financial needs

Teller

Citizens Bank
09.2011 - 08.2013
  • ATM custodian of two ATMs
  • Responsible for handling of all cash in vault in absence of Teller Manager
  • Trained new tellers/ assist manager in reviewing employee schedules
  • Ordered cash for entire branch and two ATM's
  • Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow
  • Disbursed cash and checks accurately while maintaining security of cash drawers
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.

Customer Service Leader

Hannaford
06.2007 - 09.2011
  • Supervised baggers and cashiers,
  • Performed audits on cashiers and baggers
  • Assisted Customer Service Desk by performing Western Unions, bill processing, money orders, and cashing checks, some book-keeping experience
  • Enhanced customer satisfaction by addressing and resolving complex issues promptly and professionally.
  • Trained, oversaw, and mentored new team members to strengthen performance and job expertise.

Education

Cannon Financial Trust Schools 2 & 3
Online
08.2023

ABA Trust School
Atlanta, GA
09.2019

Bachelor of Arts - Business

University Of New Hampshire
Manchester, NH
05.2014

Skills

  • Salesforce
  • Strataweb
  • SEI/Trust3000
  • Organizational capabilities
  • Microsof Excel
  • Microsoft Office
  • Customer Service
  • SharePoint
  • OnDemand
  • Estate planning knowledge
  • Teamwork and Collaboration
  • Problem-Solving
  • Time Management
  • Data Entry
  • Discretion and Confidentiality
  • ATWeb
  • Imagenow
  • Strong decision-making
  • Leadership Qualities
  • Discretion and Confidentiality

Timeline

Associate Trust Officer

Beacon Trust Company
03.2022 - Current

Trust Administrator

Beacon Trust Company
06.2021 - 03.2022

Associate Trust Officer

McLane Middleton, P.A.
08.2020 - 06.2021

AVP, Wealth Manager

Charter Trust Company
11.2018 - 08.2020

Private Bank and Trust Service Associate, Officer

Citizens Bank
05.2015 - 11.2018

Payroll Processer

Trivantus, Inc.
10.2014 - 05.2015

Student Loan Analyst II

Granite State Management & Resources
05.2014 - 10.2014

Member Service Representative

Bellwether Community Credit Union
08.2013 - 05.2014

Teller

Citizens Bank
09.2011 - 08.2013

Customer Service Leader

Hannaford
06.2007 - 09.2011

Cannon Financial Trust Schools 2 & 3

ABA Trust School

Bachelor of Arts - Business

University Of New Hampshire

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