Marlene Fuss
Indianapolis,IN
Summary
Experienced Trust Administrator Assistant with a proven track record of 25 years at BMO Harris Bank, (formerly M & I Bank, formerly First Indiana Bank) enhancing client satisfaction and managing financial accounts with precision. Certified Pro in Quickbooks and adept at fostering client relationships, consistently exceeding sales goals. Demonstrates meticulous attention to detail and a strong commitment to maintaining confidentiality and compliance.
Overview
29
29
years of professional experience
Work History
Bookkeeper /Front Desk Receptionist
ACT Services, Inc.
01.2021 - 04.2024
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepared monthly bank reconciliations in Quickbooks to ensure accurate representation of client's financial position.
- Helped organize and track client tax documents during tax season.
- Part time, seasonal, temporary receptionist, as needed.
- Outside contractor for assigned bookkeeping clients.
Trust Administrator Assistant
BMO Harris Bank
11.2003 - 09.2020
- Participated in ongoing professional development opportunities to stay current on industry trends and best practices in trust administration.
- Assisted in onboarding of new clients, smoothly transitioning them into company''s trust services.
- Enhanced client satisfaction by effectively managing trust accounts and addressing their individual needs.
- Managed sensitive information discreetly while adhering to strict confidentiality standards and regulations.
- Open and close trust and investment accounts.
- Balanced cash in individual, corporate and charitable trust account.
- Bill payments and distributions for trust clients per terms of trust documents.
- Annually review of trust documents for compliance.
Bookkeeper
Sunblest Lawn Care Basics, Inc.
10.1996 - 12.2004
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
Customer Sales & Service
First Indiana Bank / M & I Bank
04.2000 - 11.2004
- Open and close bank accounts. Loan processing for Home Equity and Auto loans.
- Aid clients with all aspects of account management.
- Licensed to sell annuities.
- Exceeded sales goals consistently.
- Navigated multiple computer systems expertly to handle customers' sales and service needs.
Customer Service Representative (Teller)
First Indiana Bank
09.1995 - 04.2004
- Balance cash and transactions daily.
- Provide account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits. Sell cashier's checks, traveler's checks.
- Make suggestions to clients for additional bank products that better serve their needs.
- Participated in all product and compliance training.
Education
No Degree - Business Administration
Butler University
Indianapolis, INNo Degree - Business
IUPUI
Indianapolis, INHigh School Diploma -
Warren Central High School
Indianapolis, IN05.1975
Skills
- Bookkeeping
- Accounts Receivable
- Accounting and bookkeeping
- Quickbooks
- Bank Statement Reconciliation
- Accounts Payable
- Payroll Processing
- Account Reconciliation
- Bookkeeping Software
- Quickbooks Certified Pro
Timeline
Bookkeeper /Front Desk Receptionist
ACT Services, Inc.
01.2021 - 04.2024
Trust Administrator Assistant
BMO Harris Bank
11.2003 - 09.2020
Customer Sales & Service
First Indiana Bank / M & I Bank
04.2000 - 11.2004
Bookkeeper
Sunblest Lawn Care Basics, Inc.
10.1996 - 12.2004
Customer Service Representative (Teller)
First Indiana Bank
09.1995 - 04.2004
No Degree - Business Administration
Butler University
No Degree - Business
IUPUI
High School Diploma -
Warren Central High School
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