Jason Lyn
LEAVING THE WORLD BETTER THAN I FOUND IT
- Role
- Associate Trust Administrator at TIAA
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jason Lyn
Multifaceted finance professional thriving in fast paced environments, delivering…
Experience
Associate Trust Administrator
Jun 2023 — Present · New York, NY, US
Servicing client relationships within the Private Asset Management group•ACCOUNT ADMINISTRATION analyzing agreements, procuring proper account documentation, ensuring compliance, monitoring operating•Facilitate a portfolio of trust and estate accounts•Develop new business by expanding service to existing clients•Assist with operations, cash processing and fund accounting.•Ensure customer requests are consistent with trust laws and regulations•Monitor cash flows, operations output and effecting distributions and other account-related transactions•Improve client satisfaction through periodic contact, analysis clients problems and concerns, and assistance to clients with their financial needs•FINANCIAL COUNSELING clients on financial matters pertaining to asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, executive planning and business succession planning.•Deepen relationship with current clients through additions or upgrades to accounts and supports field advisors in winning new business•Support the teamwork environment with Portfolio Managers or Wealth Advisors to provide high levels of service to clients •Manages the set-up, implementation, and administration of trusts and estates.•Analyze trust documents to determine acceptability.
Education
University at Buffalo
Bachelor of Arts (B.A.), Social Sciences Interdisciplinary, Legal Studies
1997 — 2001
Northeastern University
Master of Business Administration (MBA), Business Administration and Management, General
2011 — 2013
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