JUSTIN PARDINEZ
Los Angeles,CA
Summary
Enthusiastic Relationship Manager with an 8+ year history of success in Fiduciary Management. Vastly influential in cultivating high net worth banking relationships to achieve overall client satisfaction and capable of effectively communicating with clients and partners of all levels of the organization.
Overview
8
8
years of professional experience
Work History
Trust Administrator Senior
Arden Trust Company
11.2022 - Current
- Serve as a liaison for internal/external partners and clients to support the efforts of assigned Trust Officer in achieving the overall intentions of a variety of trust accounts.
- Manage day-to-day operations across a book of complex trust accounts to ensure client needs are met while successfully reaching internal compliance standards.
- Evaluate cash reports to properly facilitate monthly distributions and fees to prevent overdrafts as well as maintaining transactions and reporting for adherence to applicable tax guidelines.
Associate Trust Administrator
First Foundation Bank
07.2021 - 10.2022
- Responsible for the administration of large/complex fiduciary accounts such as: agencies, revocable or irrevocable trusts and estate settlement cases to execute the guidelines of the governing document.
- Collaborate with Trust Advisors to support new business development and frequently review existing book of business to identify new opportunities and expand current relationships.
- Serve as a primary point of contact for business partners such as Asset/Investment Managers, Attorneys and Accountants to provide necessary service for trust beneficiaries to ensure compliance needs are met.
WM Fiduciary Administrator (Client Management)
Wells Fargo Bank
09.2015 - 07.2021
- Serve as a primary relationship manager for a book of moderately complex fiduciary accounts by providing administrative guidance to partners/clients per the terms of the governing trust document.
- Strategically consider potential account modifications demonstrating the overall intent of the trust and lead projects to execute said modifications with the collaboration of internal and external partners.
- Regularly review client accounts and/or death notifications within book of business to determine additional client needs and potential new business in an effort to deepen client relationships.
Education
Associate of Arts - Business Administration and Management
Heald College
Concord, CA2008
Skills
- 14 years of financial service experience
- 11 years of relationship management experience
- 8 years of fiduciary management experience
- Expert in client services and relationship building
- Experience with client relationships of $75mm
- Strong ability to train Jr Team Members
Accomplishments
- Frequently received "Exceptional Service" awards from the Wells Fargo Fiduciary Services Director for obtaining high results on client surveys and consistently recognized as a top performer in client services.
- Successfully led projects that identified issues in client service procedures and implemented a variety of solutions that exceeded overall client satisfaction within the Trust Department at First Foundation Bank.
Timeline
Trust Administrator Senior
Arden Trust Company
11.2022 - Current
Associate Trust Administrator
First Foundation Bank
07.2021 - 10.2022
WM Fiduciary Administrator (Client Management)
Wells Fargo Bank
09.2015 - 07.2021
Associate of Arts - Business Administration and Management
Heald College
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