Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Bonnie Marks

Palm Beach,FL

Summary

Seasoned Trust Officer with deep understanding of managing wealth and assets. Solid experience in trust administration, estate planning, and client relationship management. Contributed significantly to enhancing portfolio performance in previous roles while adhering to regulatory guidelines and fiduciary standards.

Overview

32
32
years of professional experience
1
1
Certification

Work History

Trust Officer

Northern Trust
Boca Raton, FL
08.2001 - Current
  • Service and support associates working within delegated authority and guidelines for multiple Senior Trust Officers within the Wealth Management division of the bank.
  • Work proactively to identify potential problems, compliance issues, or fraud to reduce risk, maximize client satisfaction and encourage expansion of client relationships.
  • Analyze fiduciary accounting reports and supporting documents for accuracy and completeness.
  • Provide a world class experience to high-net-worth individuals, trusts, and foundations.

Trust Administrative Assistant

BMO Harris Bank
West Palm Beach, FL
07.1998 - 02.2001
  • Responsible for interpreting trust agreements and understanding fiduciary responsibilities associated with multiple types of accounts.
  • Organized meetings between trustees and beneficiaries when necessary.
  • Coordinated transfers of assets between trust accounts as required by clients or trustees.

Trust Administrative Assistant

Harris Trust & Savings Bank
Chicago, IL
03.1993 - 08.1998
  • Assisted with the preparation of monthly financial statements for trust accounts.
  • Conducted research to ensure accurate information was provided in response to client requests.
  • Provided support to Trust Officers in their daily activities related to managing trust accounts.

Education

BBA - Business Administration

Florida Atlantic University
Boca Raton, FL
05-1987

Skills

  • Compliance and communication
  • Discretion and confidentiality
  • Client relationship management
  • Attention to detail
  • Trust administration
  • Conflict resolution techniques

Certification

Certificate: Florida Graduate Trust School

Timeline

Trust Officer

Northern Trust
08.2001 - Current

Trust Administrative Assistant

BMO Harris Bank
07.1998 - 02.2001

Trust Administrative Assistant

Harris Trust & Savings Bank
03.1993 - 08.1998

BBA - Business Administration

Florida Atlantic University

Similar Profiles

CREATE PROFILE