Joshua Dauber
Barboursville,WV
Summary
Conscientious trust and wealth management professional dedicated to upholding expectations at the fiduciary level. Successfully administers a diverse book of accounts across the wealth management spectrum. Motivated to continue development of trust, estate, and wealth management education with an interest in relevant advanced techniques.
Overview
2
2
years of professional experience
Work History
Junior Trust Administrator
City National Bank of West Viginia
05.2023 - Current
- Established strong relationships with clients by providing exceptional customer service and support
- Participated in ongoing professional development opportunities to stay current on industry trends and best practices in trust administration
- Conducted annual account reviews
- Conducted one month new account reviews
- Conducted account opening and client onboarding
- Assisted with account closures as necessary
- Ensured the timely and accurate distribution of trust assets to beneficiaries in accordance with the terms of the trust agreements
- Participated in Trust Internal Committee voting on large distributions
- Conducted Estate administration
Trust and Wealth Management Intern
City National Bank of West Virginia
05.2022 - 05.2023
- Hands on supervised completion of annual account reviews
- Assisted with estate administration
- Studied documents to identify potential areas needing improvement.
- Attended client meetings
- Assisted with special asset internal processes, specifically mineral rights, real estate, and closely held businesses
- Assisted with account opening and closing
- Attended educational events at the professional level to gain early exposure to advanced fiduciary topics
Education
Bachelor of Business Administration - Finance
Marshall University
Huntington, WV05-2023
Bachelors of Business Administration - Economics
Marshall University
Huntington, WV05-2023
Cannon Trust School I - Trust And Estate Planning
Cannon Financial Institute
Virtual04-2024
Cannon Trust School II - Trust And Estate Planning
Cannon Financial Institute
08-2024
Skills
- Legal Documentation
- Account Administration
- Customer Satisfaction
- Discretionary Decision Making
- Beneficiary Communication
- Analytical Thinking
Timeline
Junior Trust Administrator
City National Bank of West Viginia
05.2023 - Current
Trust and Wealth Management Intern
City National Bank of West Virginia
05.2022 - 05.2023
Bachelor of Business Administration - Finance
Marshall University
Bachelors of Business Administration - Economics
Marshall University
Cannon Trust School I - Trust And Estate Planning
Cannon Financial Institute
Cannon Trust School II - Trust And Estate Planning
Cannon Financial Institute
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