Certified Trust and Financial Advisor (CTFA) with over ten years experience in delivering trust services, fiduciary administration, financial planning and investment management. Working knowledge of fiduciary law, tax law and investment management. Ability to analyze, solve and document problems rising from account administration; interpret trust agreements, estate and investment management documents. Strong organizational and time management skills; committed to completing tasks to meet strict deadlines. Strong communication skills both in verbal and written presentation. Excellent interpersonal skills. Positive attitude, support team decisions by respecting and valuing differences across race, gender and generation. Accepts responsibility for own mistakes and takes action to correct them. High personal motivation, ambition and willingness to learn. Proficient in computer skills and Microsoft office applications.