Open To Work
Kyle Maceachern
Boston,MA
Summary
Results-driven Operations Specialist with expertise in bank reconciliation and client disbursement management. Proven ability to enhance transaction accuracy and ensure timely tax payments, demonstrating strong attention to detail and effective team collaboration. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments.
Overview
7
7
years of professional experience
Work History
Senior Trust Operations Specialist
Nutter Mcclennen & Fish LLP
Boston, MA
07.2025 - Current
- Mentored junior trust operation team members in daily task execution
- Executed monthly bank reconciliation to identify discrepancies in transaction recording, while ensuring alignment with bank records
- Developed training materials for onboarding new staff members
Trust Operations Specialist
Nutter Mcclennen & Fish LLP
Boston, MA
04.2024 - 07.2025
- Administered daily blotter handling $2 billion AUM, coordinating reconciliation of trades, dividend payments, and outgoing transactions with firm bank and holding company
- Processed incoming wire transfers and other cash movements into trust accounts
- Produced amortization schedules for loans issued through trust and estate accounts
Trust Operations Disbursements Specialist
Nutter Mcclennen & Fish LLP
Boston, MA
08.2023 - 04.2024
- Collaborated with attorneys and investment officers to ensure prompt liquidity for client disbursements
- Verified accuracy of ACH and wire instructions with attorneys prior to transaction processing
- Facilitated management of tax payments for clients, including estimated payments and balances, confirming punctual and correct submissions to designated tax authorities
Customer Relationship Advocate/ Financial Customer Associate
Fidelity Investments
Merrimack, NH
06.2022 - 06.2023
- Actively listened to clients calling in and addressed their needs and problems
- Investigated client problems and effectively communicated with colleagues to accomplish the task
- Demonstrated patience and compassion during difficult situations with clients
- Consistently executed transactions with clients 401k accounts
- Managed client account information and proactively made updates
Investor Center Intern
Fidelity Investments
Burlington, MA
06.2021 - 08.2021
- Conducted a data mining project utilizing excel spreadsheets which provided value to fellow consultants
- Generated solutions and ideas as an intern cohort for improvement of specific applications
- Developed strong communication skills while managing time effectively throughout numerous projects
Telephone Interviewer
UNH Survey Center
Durham, NH
10.2018 - 03.2020
- Conducted interviews with New Hampshire residents on political surveys during elections
- Valued opinions through structured questionnaires to gather insightful data
- Maintained confidentiality of sensitive information throughout interviews
Education
Bachelor of Arts (B.A.) - Economics, Entrepreneurship
University of New Hampshire, Peter T. Paul School of Business and Economics
Durham, NH05.2022
Skills
- Microsoft Excel
- Microsoft Access
- Tableau
- Accounting Software
- Data Entry
- Wire transfer processing
- Bank reconciliation
- Amortization scheduling
- Tax payment management
- Client disbursement management
- Transaction verification
- Customer service
- Attention to detail
- Team collaboration
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
RemoteOn-SiteSalary Range
$70000/yr - $200000/yrTimeline
Senior Trust Operations Specialist
Nutter Mcclennen & Fish LLP
07.2025 - Current
Trust Operations Specialist
Nutter Mcclennen & Fish LLP
04.2024 - 07.2025
Trust Operations Disbursements Specialist
Nutter Mcclennen & Fish LLP
08.2023 - 04.2024
Customer Relationship Advocate/ Financial Customer Associate
Fidelity Investments
06.2022 - 06.2023
Investor Center Intern
Fidelity Investments
06.2021 - 08.2021
Telephone Interviewer
UNH Survey Center
10.2018 - 03.2020
Bachelor of Arts (B.A.) - Economics, Entrepreneurship
University of New Hampshire, Peter T. Paul School of Business and Economics