Tristan Burke

Contractor on the Variable Cash Team in July of 2023. Transitioned to the Premium Team in April of 2024.

• Executed end-of-day premium intake balancing to ensure accurate financial reporting.
• Managed timely processing of client checks and electronic payments to support financial operations.
• Managed premium-related inquiries via phone and email to ensure timely responses.
• Extensive use of microsoft applications such as excel, word, team; salesforce, Allianz software applications
• Coordinated efforts with multiple teams to enhance cross-functional communication.
• Collaborated with financial experts to guarantee receipt of essential payments and compliance with client policy requirements.

• Daily processing of: Client requests, wire processing, cash receipts/disbursements, Payment processing, and asset set up.
• Managed over 400 accounts.
• Extensive use of microsoft programs including Excel, word, teams; SEI trust 3000(trust accounting platform)
• Worked on a variety of operational tasks for moderately complex securities or cash related transactions including: reconciling transactions, researching inquiries, reviewing time sensitive documents, and working collaboratively with other department.

• Responsible for general maintenance and upkeep of marina facilities including storage, maintenance, and all gas dock and showroom sales.

• Valet Runner
• Restaurants throughout the twin cities
• Responsibilities included managing and ensuring all client's cars were transported and stored safely in a timely manner.

• This company centered around yard maintenance and landscaping
• Job duties included general landscaping work, as well marketing services on social media, finding local clients through networking, and sourcing equipment and employees for labor.
• Aligned organizational objectives with company mission, increasing revenue, profit and business growth by collaboratively developing integrated strategies