Christina Takach
Client Services Support Specialist @Select Asset Management & Trust
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WORK HISTORY
Client Services Support Specialist @Select Asset Management & Trust
Perform portfolio operations including portfolio accounting, administration, trade and transaction settlements, account reconciliation, tax coordinating and performance reporting.• Analyze and reconcile daily trades and transactions on 600+ accounts.• Create reports and presentations for CEO, Trading Desk, and clients upon request on a daily to yearly basis.• Monitor cash flows and trades and assist in broker and custodian communication.• Assist in the gifting process of assets and make sure all lots, values, and prices are correct.• Reconcile and report monthly pricing, performance, and economic indicators to clients and coworkers.• Complete yearly tasks for auditors, Trust Committee, and board. BSA Training up to date.• Create and update Annual Reviews, Investment Policies and Private Equity Subscriptions for clients.• Assist with new account setup and funding and familiar with many different financial account types.
EDUCATION
HACC
Associate of Arts (A.A.), Business Administration and Management, General
Shippensburg University
Shippensburg University, Finance - Personal Financial Planning
SKILLS
ABOUT CHRISTINA TAKACH
Client Services Support Specialist at Select Asset Management & Trust
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