Samantha Blake
Sister Bay,WI
Summary
Financial professional prepared for key administrative roles in mutual fund management. Proven track record in streamlining fund operations and ensuring regulatory compliance. Committed to fostering team collaboration and achieving results, with reliable adaptability to changing needs. Possesses strong skills in financial analysis and risk management, with reputation for dependability.
Overview
9
9
years of professional experience
Work History
Mutual Fund Administrator
UMB Bank
05.2021 - Current
- Improved adviser satisfaction by providing timely, accurate, and comprehensive financial reports.
- Conducted thorough due diligence on potential investments, assessing risks and opportunities for various funds within the organization''s portfolio.
- Streamlined communications between internal departments, fostering an environment of collaboration that bolstered overall performance levels within the company.
- Managed risk effectively through diligent monitoring of investment strategies and compliance with regulatory requirements.
- Delivered training sessions for staff members on topics such as fund administration principles and regulatory filings, enhancing team expertise across critical areas.
- Reduced errors in financial reporting with meticulous attention to detail and thorough review of fund statements.
Mutual Fund Officer
US Bank NA
11.2015 - 05.2021
- Ensured compliance with all applicable laws, regulations, policies, and procedures by staying current on industry developments and maintaining an open dialogue with compliance officers.
- Developed strong relationships with clients, resulting in increased retention rates.
- Streamlined reporting processes for improved efficiency and accuracy in fund management tasks.
- Was President of the BRG for US Banks Southeastern Development Network.
- Supported business development efforts through participation in networking events or conferences aimed at expanding the firm''s visibility within the industry.
- Effectively communicated complex financial concepts to both internal stakeholders and external clients through clear written documentation and verbal presentations.
Education
Accounting
University of Wisconsin-Milwaukee
Milwaukee, WI12-2015
Skills
- Auditing support
- Fund operations
- Shareholder communications
- Reconciliation management
- Teamwork and collaboration
- Problem-solving abilities
- Multitasking Abilities
- Excellent communication
- Relationship building
- Continuous improvement
Work Preference
Work Type
Full TimeWork Location
RemoteImportant To Me
Work-life balanceCompany CultureFlexible work hoursWork from home optionTimeline
Mutual Fund Administrator
UMB Bank
05.2021 - Current
Mutual Fund Officer
US Bank NA
11.2015 - 05.2021
Accounting
University of Wisconsin-Milwaukee
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