Megan Hessl
Trust & Charitable Administrator
- Role
- Trust & Investment Administrator at Everence Financial
- Location
- Goshen, IN, US
- LinkedIn followers
- 500 followers
Experience
Trust & Investment Administrator
May 2022 — Present · Goshen, IN, US
As a Charitable and Trust Administrator at Everence Financial, I specialize in trust and estate planning, ensuring that your intentions for the handling of assets and property are carried out effectively. My responsibilities include:*Collaborating with the Manager of Charitable Services to process gifts of real estate.*Manage the administration of charitable remainder unitrusts*Work with financial consultants and clients across the country to process the donations of special assets*Oversee the processing of gifts for our foundation. Once received, I ensure that checks are promptly sent to the designated charities.
Skills
- Visual Merchandising
- Customer Satisfaction
- Time Management
- Store Management
- Store Operations
- Customer Service
- Retail Sales
- Pos
- Driving Results
- Inventory Management
- Inventory Control
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.