Administrative Assistant Part-Time
Resume:
DEBORAH A. KAY
Norton, Massachusetts 02766
**********@*****.***
EXPERIENCE
Trust Administrator, Continental Trust Services, LLC Boston, MA
Provided trust administration services to beneficiaries Oct. 2015 to Jan. 2021
of Special Needs Trusts
Used Word, Excel, Outlook and software specifically
for trust accounts
Client Services Analyst, Barclays Boston, MA
Supported investment team including two Portfolio Managers Oct. 2010-March 2013
formerly at Wilmington Trust
Transitioned existing clients
Opened new brokerage and trust accounts
Set up bill payments and distributions, including capital calls, from
trust and brokerage accounts to beneficiaries and account holders
Worked with trustees to ensure that terms of trusts were followed
Handled client inquiries about cash balances and account reporting
Monitored RMDs for clients with IRAs
Arranged for charitable gifts of stock
Provided tax information to clients’ accountants
Fiduciary Advisor, Wilmington Trust Boston, MA
Relationship Manager, Bingham Legg Advisers July 2007 – Oct. 2010
(Bingham Legg was acquired by Wilmington Trust in July 2007)
Provided trust administration services to high net worth
Worked with trustees to see that beneficiaries’ requests were in
line with trust documents
Worked with clients’ accountants to provide tax information
needed for individual and fiduciary tax returns
Trust Administrator, Bingham, Dana & Gould Boston, MA
Provided trust administration services to high net worth clients June 1997-Sept 1999
Paralegal, Probate Department, Bingham, Dana & Gould Boston, MA
Worked on estates and trusts in Probate Group June 1996-June 1997
Legal Secretary, Bingham, Dana & Gould Boston, MA
Supported two attorneys and later worked as a floating June 1990-June 1996
secretary in all practice groups
Senior Secretary, Technology Licensing Office, M.I.T. Cambridge, MA
Supported Technology Licensing Officers by 1985-1988
typing and finalizing license agreements;
trained new secretaries
EDUCATION
Colby College, Waterville, Maine, B.A.
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