Lauren Klein
Trust Administrator
Perkasie,PA
Summary
Client Services Professional with expertise in fiduciary operations, regulatory compliance, and quality assurance. Recognized for fostering long-term client relationships, team collaborations and customer service delivery in high-touch environments. Brings integrity, adaptability, and a legacy of excellence to every role.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Director of Irrevocable Trusts
Arlington Heritage Group
01.2018 - 04.2025
- Led fiduciary oversight of 1,800+ irrevocable trust accounts totaling over $8 million in assets, collaborating with executive leadership at 100+ non-profit organizations and legal teams to safeguard beneficiary interests and ensure regulatory compliance.
- Administered full lifecycle of irrevocable trusts from account setup to closure, including onboarding, asset allocation, deposits, disbursements, compliance monitoring, and reporting.
- Served as fiscal liaison between C-Suites, Trustees, Individual Support Teams, families, guardians, and representative payees, ensuring proper fund management for beneficiaries.
- Coordinated with program directors and legal representatives on trust activity, disbursements, and adherence to SSA and Medicaid guidelines.
- Maintained and reconciled beneficiary’s trust accounts, deposits, and supporting documentation; ensured timely and accurate data entry into internal systems.
- Provided compassionate guidance to families, guardians, and support teams navigating sensitive trust-related issues on behalf of beneficiaries.
- Led internal training on irrevocable trust procedures; collaborated cross-functionally to improve trust operations and ensure procedural consistency.
- Utilized True Link platform to manage beneficiary disbursements, enforce spending restrictions, and maintain compliance with SSA and Medicaid guidelines.
- Conducted market research and analysis using PitchBook to support fiduciary decisions and industry insights.
- Utilized Box to securely store and share sensitive fiduciary documents with internal teams and external stakeholders.
Quality Analyst / Senior Customer Service Professional
Prudential Financial
09.1989 - 01.2017
- Conducted detailed audits and quality assessments to identify performance gaps, recommend corrective actions, and drive process improvement across four operational departments.
- Partnered with senior staff to manage and coordinate training sessions, meetings, and process improvement initiatives supporting cross-functional collaboration with assigned block of internal departments.
- Maintained meticulous records, developed reports, and created visual data presentations (graphs/charts) to support senior management in improving quality metrics and reducing error disputes.
- Authored and updated Standard Operating Procedures, Source Documents, and Job Aides, streamlining data review and workflows.
- Consistently achieved 100% accuracy on internal (Review the Reviewer), external (Sarbanes-Oxley), compliance, and market conduct audits—earning recognition for audit-readiness and adherence to Service Level Agreements.
Education
Sociology and International Relations
Syracuse University
Sociology
Temple University
Philadelphia, PASkills
- Attention to Detail
- On-the-job training
- Professional Phone Demeanor
- Strong Organizational & Communication Skills
- Multitasking in High-Volume Environments
- Relationship building
- Verbal and written communication
- Decision-making
Certification
Life and Fixed Annuities Insurance License – Pennsylvania & Florida
Quote
When we can begin to take our failures nonseriously, it means we are ceasing to be afraid of them. It is of immense importance to learn to laugh at ourselves.
Katherine Mansfield
Timeline
Director of Irrevocable Trusts
Arlington Heritage Group
01.2018 - 04.2025
Quality Analyst / Senior Customer Service Professional
Prudential Financial
09.1989 - 01.2017
Sociology
Temple University
Sociology and International Relations
Syracuse University
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