Lincoln, Nebraska, United States
Highly skilled, loyal and knowledgeable professional with more than twenty years of experience providing outstanding legal and administrative support to attorneys with the ability to prioritize, confront and overcome new challenges and meet deadlines under pressure.
• Communicate with trust grantors, beneficiaries, legal counsel, tax preparers and tenants; meet with existing and new prospective Trust Department clients and investment clients; process mail and daily transactions in Fiserv and Maui; initiate and send ACH transactions; balance activity at end of the day; reconcile accounts; prepare, file and monitor reports; handle premium and crummey notices for irrevocable life insurance trusts; participate in regulatory exams and audits; review and verify tax documents; oversee escrow functions; perform annual account reviews; and participate in the business development efforts of the Bank. • Prepare monthly reports for Trust Investment Committee (TIC) and quarterly reports for TIC Asset Review meetings; prepare minutes of meetings and submit for board approval; prepared bi-monthly packet for Bank Investment Committee meetings; and prepared and saved monthly bond tracking reports for the Board. • Assist customers with opening and closing IRA Certificates of Deposit; assist clients with self-directed IRAs; and handle IRA distributions, including state and federal withholding, and Required Minimum Distributions. • Open, monitor and close Health Savings Accounts.
• Facilitate communication through correspondence and emails; handle and route telephone calls for the Trust Department; process mail and daily transactions in Fiserv and Maui; balance activity at end of the day; monitor reports; handle premium and crummey notices for irrevocable life insurance trusts; gather documentation for auditors; and send out tax documents. • Assist customers with opening and closing IRA Certificates of Deposit; and handle IRA distributions, including state and federal withholding, and Required Minimum Distributions. • Open, monitor and close Health Savings Accounts. • Handle all administrative functions for buying, selling and receiving dividends on bank bonds; ensure all items reconcile to end of month bond reports; back up for month end bond accounting entries; monitor pledging of securities to public entities and REPO accounts to ascertain adequate coverage; and reconcile bond pledging and safekeeping reports from Commerce Bank, Baker Group and Federal Reserve Bank at month end. • Prepare monthly reports for Trust Investment Committee (TIC) and quarterly reports for TIC Asset Review meetings; prepare minutes of meetings and submit for board approval; prepare bi-monthly packet for Bank Investment Committee meetings; and prepare and save monthly bond tracking reports for the Board.
• Facilitate communication with attorneys and clients through correspondence, facsimiles, memorandums and emails; handle confidential material at the highest level; prepare and track certified mailings and FedEx packages; coordinate and schedule meetings in person and via Zoom; manage calendars, contacts and tasks; answer, handle and route client and vendor telephone calls; process mail; open, locate and organize files; make copies, scan and save all documents electronically; register attorneys for seminars; follow through with clients, financial and investment advisors and vendors on behalf of attorneys; support attorneys in preparation for and participate in client meetings; file pleadings on Nebraska Judicial Branch e-Filing System; prepare documents for signing and filing via DocuSign and via Simplifile; send confidential documents to clients and financial and investment companies via Sharefile; and attend and assist with party planning committee. • Draft corporate, estate planning and trust and estate administration documents including inheritance tax worksheets and Form 706, United States Estate Tax Return. • Create and control a substantial bank of forms and templates for the estate planning and trust and estate administration team; and coordinate and conduct meetings to discuss the forms and templates. • Teach and instruct colleagues proper procedure regarding estate planning and trust and estate administration.
• Cover for Legal Administrator when needed which included troubleshooting IT issues relating to computers, copiers and printers; schedule and set up Zoom conferences; administer and distribute mail; and helped out attorneys and co-workers where and when needed. • Meet with clients to review and sign documents; support attorneys in meetings with documents and notes; organize and maintain files; communicate with clients via telephone and email to answer questions; calendar and follow up with clients on various matters; answer multi-line telephone system; coordinate schedules; schedule appointments; process mail; postage meter outgoing mail; and retire and close estate planning files. • Compose estate planning documents in varying levels of difficulty to include drafting of custom language; and research forms and requirements for documents in other States.
• Administer accounts receivable and payable; maintain banking transactions; collect delinquent accounts; balance and reconcile banking accounts; make and review multiple reports; and develop yearly budget. • Host, organize and direct meetings; back all Officers and Directors; obtain proposals for contract work; field and resolve complaints; arrange agenda for meetings; and maintain Corporate book.