MICHELE WILSON
Toronto,Canada
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
20
20
years of professional experience
Work History
Trust Officer
Aqueduct Foundations
09.2022 - Current
- Manage estate and life insurance administration related to legacy funds, manage relationships with existing legacy donors, responsible for proactive communication, updating fund deeds, coordinating estate planning, and supporting lifetime donations.
Trust Associate
Scotia Trust Company
10.2021 - 09.2023
- Maintain daily surveillance over cash positions, provide effective back-up in the absence of the Trust Officer, set up client and asset information, prepare detailed fee calculations, and prepare correspondence and documentation.
- Maintained strong relationships with clients by providing exceptional customer service and proactive communication regarding account updates.
- Liaised between clients, beneficiaries, attorneys, and other professionals involved in the administration of trusts as needed to ensure seamless communication flow.
- Managed a diverse portfolio of trust accounts, ensuring accurate recordkeeping and timely distributions.
Estate Specialist
Scotiabank
07.2019 - 10.2021
- Vet incoming estate documents, review legal documents, offer guidance and support to colleagues, partner with departments for seamless estate settlement, maintain rapport with executors and legal professionals, and provide support to senior management.
- Recommended services and solutions most appropriate to meet client's needs.
Estate Help Desk Officer
Scotiabank
03.2013 - 06.2019
- Ensure elevated level of process and system knowledge, and provide a consistently elevated level of service.
Accounting Officer, Estates
Scotiabank
06.2005 - 03.2013
- Process account closures, ownership transfers, complete communications advising completion of processing, accurately process escalated files, and maintain company confidentiality.
Mutual Funds Reconciliation Administrator
CIBC World Markets
07.2004 - 05.2005
- Execute reconciliation of various mutual funds companies, deliver and execute corrections for problem logs, advise departments of share discrepancies, clarify discrepancies in client accounts, and prepare concise instructions for corrections.
Education
Professional Office Work - Certificate -
Second Career
08.2003
Skills
- Teamwork and Collaboration
- Leadership Qualities
- Attention to Detail
- Proactive solution focus
- Adaptability and Flexibility
- Empathy
- Problem-solving aptitude
- Written Communication
- Interpersonal Communication
- Interpersonal Skills
- Team building
- Reliability
References
Available Upon Request
Timeline
Trust Officer
Aqueduct Foundations
09.2022 - Current
Trust Associate
Scotia Trust Company
10.2021 - 09.2023
Estate Specialist
Scotiabank
07.2019 - 10.2021
Estate Help Desk Officer
Scotiabank
03.2013 - 06.2019
Accounting Officer, Estates
Scotiabank
06.2005 - 03.2013
Mutual Funds Reconciliation Administrator
CIBC World Markets
07.2004 - 05.2005
Professional Office Work - Certificate -
Second Career
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