Luka Lazarevic
Houston ,TX
Summary
Dependable and detail-oriented professional adept at quickly identifying and resolving issues, implementing new processes, and fostering positive employee and client relationships. Possesses excellent time management, problem-solving, and interpersonal communication skills.
Overview
3
3
years of professional experience
Work History
Operations Associate
Sentinel Trust
03.2023 - Current
- Responsible for timely and accurate processing of transactions, reporting, and compliance functions.
- Reviewed and summarized accounts and transactions for current and past financial years for quarterly internal reviews and annual account reviews.
- Analyzed financial statements submitted by fund managers to prepare capital calls, distributions, and valuations.
- Processed and documented deposit and disbursement transactions for clients in a time sensitive manner.
Fiduciary Administrator
Wells Fargo
05.2021 - 12.2022
- Reviewed various types of trust instruments including Irrevocable Trusts, Revocable Trusts, IRA’s, Agency Accounts, Custody Accounts, and UTMA Accounts.
- Handled sensitive legal documents discretely while thoroughly analyzing them to completion with the Administration Account Review process using the SEI system.
- Performed Annual Account Reviews to ensure each account was accurate and up to date, therefore assisting Fiduciary Administrators in obtaining missing information.
Education
Bachelor of Science - Trust And Wealth Management
Campbell University
Buies Creek, NC05.2021
Skills
- Bilingual in English and Serbian
- Proficient in Microsoft Word, Outlook, and PowerPoint
- Adaptable
- Deadline Management
Timeline
Operations Associate
Sentinel Trust
03.2023 - Current
Fiduciary Administrator
Wells Fargo
05.2021 - 12.2022
Bachelor of Science - Trust And Wealth Management
Campbell University