Simone Boxhill
Jersey City,NJ
Summary
Passionate human and social services professional with diverse experience in financial services, group home, and government sectors. I possess a comprehensive background in portfolio management, financial management, case management, and connecting clients with the proper community-based assistance programs to drive family reunification. I am certain that my effective organizational, interpersonal, communication, time management, and analytical skills, as well as my passion for helping those in need, will prove that I am qualified for this role. Background includes directing investment strategies for funds with over $200M in total assets. Knowledgeable about market conditions, regulatory changes and new geopolitical developments. Assesses and plans for potential impacts to maintain fund performance.
Overview
8
8
years of professional experience
Work History
Trust Administrator II
Comerica Bank & Trust
New York
11.2023 - Current
- Relationship Manager for 50+ special needs trusts, conservatorships and guardianships in NY, NJ, PA, MD and CA
- Collaborate with Financial Advisors at leading companies such as Wells Fargo, UBS, and Morgan Stanley to maintain and grow trust funds
- Partner with key internal stakeholders within legal and real estate to procure/secure housing for clients while ensuring compliance with trust regulations and guidelines
- Manage accounts in accordance with the terms of the governing documents, applicable law, and consistent with the needs of the beneficiaries and remaindermen
- Utilize strong relationship building and communication skills to interact with beneficiaries, co-trustees, and guardians to execute the expense approval process.
Sr. Trust Client Assistant (TCA)
Comerica Bank & Trust
New York
08.2022 - 11.2023
- Administered a ~$200M portfolio comprised of 150 special needs trusts accounts to provide them financial management; approve and pay a large variety of expenses which include but are not limited to basic food, utilities, housing, medical, transportation, and leisure
- Utilize the Unity system to execute financial management which includes but is not limited to verifying account
- Experience working with third-party vendors such as National Care Advisors, Team Risk Management Strategies and Adaptive Specialties to provide counseling, hire direct support professionals, educational counseling and procure medical equipment/supplies
- Serve as key component in training, mentoring, developing, and onboarding three newly hired TCAs
- Proven ability to work on a hybrid basis while consistently exceeding performance expectations
- Ability to manage multiple and competition priorities and transactions simultaneously while maintaining a high level of accuracy.
- Reported client behaviors in Sharepoint and printed out reports to give Management.
Case Supervisor
Hudson County Court Appointed Special Advocates (CASA)
Jersey City
02.2021 - 05.2022
- Managed a team of 23 volunteers to provide human and social service support to abused and neglected children in the foster care system
- Executed performance management via leading daily and weekly meetings with volunteers and providing ongoing coaching and feedback
- Collaborated with the court system, family attorneys, and social workers to ensure that children received the proper support to meet their biopsychosocial needs
- Connected parents/guardians with the necessary social and human services to increase the likelihood of family reunification including but not limited to housing, substance abuse counseling, mental health resources, etc
- Prepared volunteers on serving as expert witnesses during court proceedings and preparing reports.
Direct Support Professional
Young Adult Institute
New York
10.2015 - 05.2020
- Provided direct care to approximately to 10 residents per day in a group home in New York, NY
- Core duties included but were not limited to aiding residents with personal hygiene (i.e., bathing and grooming), feeding, ambulation, etc
- Acquired a strong background in working with adult special needs patients while ensuring compliance with HIPAA regulations and guidelines
- Monitored individuals' behaviors, documented observations, reported any changes or concerns to supervisor
- Provided direct care to individuals with intellectual and developmental disabilities, fostering activities of daily living
- Provided assistance to individuals with daily activities such as personal care, meal preparation and medication reminders
- Accompanied individuals on outings to promote independence and integration into the community
- Developed strong and trusting rapport with patients to facilitate smooth, quality care
- Provided guidance and support to ensure safety of individuals served
- Aided with mobility and independence for disabled individuals and continually monitored safety
Education
Bachelor of Business (BBA) - Marketing
York College (CUNY)
Skills
- Team Leadership
- Financial Services
- Financial Management
- Case Management
- Portfolio Management
- Human Services
- Social Services
- Community Based Assistance Programs
- Community Outreach
- Cultural Competency
- Vendor Management
- Marketing Strategy
- Customer Relationship Management (CRM)
- Training & Development
- Data Integrity
- MS Office Suite (Word, PowerPoint, Excel, Outlook, etc)
Early Career Experience
- Marketing/Communication Manager, Hudson Guild
- Social Media/Digital Marketing Associate, Yeshiva University (Via Vanguard Staffing)
- Social Media Manager, CBS
- Marketing Manager, Highgate Hotels
- Marketing Coordinator, Yotel Hotel
Timeline
Trust Administrator II
Comerica Bank & Trust
11.2023 - Current
Sr. Trust Client Assistant (TCA)
Comerica Bank & Trust
08.2022 - 11.2023
Case Supervisor
Hudson County Court Appointed Special Advocates (CASA)
02.2021 - 05.2022
Direct Support Professional
Young Adult Institute
10.2015 - 05.2020
Bachelor of Business (BBA) - Marketing
York College (CUNY)
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