Linda Natale-Schlagel
Camarillo,CA
Summary
Active in Fiduciary Industry in Trust Associate role with emphasis in Risk Operations Compliance. Collaborated with teams across Wealth Management to ensure streamlined processes with focus on client satisfaction.
Overview
35
35
years of professional experience
Work History
Risk Operations Coordinator - Trust Department
Wells Fargo Bank, N.A.
01.2001 - 06.2024
- Developed strong working relationships with colleagues across various departments, facilitating seamless coordination on cross-functional projects related to trust administration duties.
- Supported team of trust officers, enabling them to focus on strengthening client relationships and growing business.
- Participated in internal audits, ensuring thorough documentation was provided to support findings and recommendations for improvement.
- Improved operational efficiency within department by proactively identifying areas in need of improvement and implementing effective solutions.
- Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
Trust Associate
Santa Barbara Bank & Trust
02.1989 - 01.2001
- Maintained strong relationships with clients by providing exceptional customer service and proactive communication regarding account updates.
- Liaised between clients, beneficiaries, attorneys, and other professionals involved in administration of trusts as needed to ensure seamless communication flow.
- Coordinated closely with investment management teams to align investment strategies with specific trust objectives and restrictions.
- Collaborated with legal and tax advisors to ensure compliance with applicable regulations and laws governing trusts.
- Acted as key point of contact for clients during trust administration process, providing timely updates and addressing any concerns that arose.
- Assisted in onboarding process for new clients, gathering necessary documentation and setting up trust accounts.
- Implemented best practices in trust management to protect assets from potential liabilities or claims against estate.
Education
Bachelor of Science - Criminal Justice
California State University - Long Beach
Long Beach, CA06.1981
Skills
- Coordinated with Investment Managers, Trust Officers, Financial Advisors, Bankers, and Wealth Advisors to ensure smooth process for their Trust client needs and satisfaction
- Conducted internal audits to ensure compliance
- Utilized SEI Trust System, Word, Excel, and Internal Control platform to review new accounts, transactions, and trades
- Trained Trust Associates on processes Acted as liaison to centralized Trust Center team including new accounts, closing accounts, and administration
Timeline
Risk Operations Coordinator - Trust Department
Wells Fargo Bank, N.A.
01.2001 - 06.2024
Trust Associate
Santa Barbara Bank & Trust
02.1989 - 01.2001
Bachelor of Science - Criminal Justice
California State University - Long Beach