Summary
Overview
Work History
Education
Skills
Timeline
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Mary Traylor Mathis

Atlanta,GA

Summary

Reliable, hardworking, detail oriented Client Administrator with 15+ years of experience in account management and client service seeking to use Personable and dedicated Customer Service Representative skills in the financial industry.

Overview

21
21
years of professional experience

Work History

Senior Relationship Associate

Pendleton Square Trust Company, Inc.
Atlanta, GA
06.2023 - 05.2025
  • Assisted the Trust Officer with daily trust administration
  • Collaborated with other departments to ensure customer requests were handled promptly and efficiently.
  • Cultivated relationships with existing customers by providing exceptional service and support.
  • Managed the process of filing of 100 trust tax returns including making estimated tax payments

Senior Relationship Associate

Balentine
Atlanta, GA
09.2022 - 03.2023
  • Executed daily money movement needs for clients
  • Supported relationship managers in providing excellent client service
  • Initiated investment management of accounts with outside vendors
  • Facilitated the subscription and funding of private capital investments

Vice President

Diversified Trust Company
Atlanta, GA
03.2012 - 07.2022
  • Collaborated with Relationship Managers to determine the best way to meet clients' needs
  • Managed the account opening process and the transition of assets
  • Subject matter expert in the client accounting software
  • Worked closely with CPAs to ensure clients' tax obligations were satisfied

Client Service Administrator

Nease, Lagana, Eden & Culley
Atlanta, GA
04.2005 - 02.2012
  • Handled client inquiries with exceptional professionalism and enthusiasm
  • Responsible for maintaining a routine service calendar
  • Reviewed clients' life insurance policies annually
  • Performed daily management of life insurance policies

Executive Assistant

Peachtree Planning
Atlanta, Georgia
08.2004 - 03.2005
  • Assisted in the process of placing life insurance and disability income insurance for clients
  • Organized materials for client meetings
  • Fielded incoming calls from clients

Education

Bachelor of Arts - Business Administration

Furman University
Greenville, SC
05.2001

Skills

  • Relationship Building
  • Proposals and Presentations
  • Customer Service
  • Account Management
  • Verbal and Written Communication
  • Proficient in Microsoft Excel, PowerPoint and Word

Timeline

Senior Relationship Associate

Pendleton Square Trust Company, Inc.
06.2023 - 05.2025

Senior Relationship Associate

Balentine
09.2022 - 03.2023

Vice President

Diversified Trust Company
03.2012 - 07.2022

Client Service Administrator

Nease, Lagana, Eden & Culley
04.2005 - 02.2012

Executive Assistant

Peachtree Planning
08.2004 - 03.2005

Bachelor of Arts - Business Administration

Furman University

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