Sandra Perkins

Experience

1. Client Administrative Associate

   Tcv Trust & Wealth Management

   Oct 2023 — Present · Knoxville, TN, US

   Analyze wills; trust indentures, agency and custodial agreements, court orders, or other legal documents. Uses an internal checklist to extract the required information and enter it in the trust accounting system.• Establish/maintain client account files. Initiate and prepare routine correspondence to customers, co-executors, guardians, and others to address inquiries, requests, complaints, or other matters related to the customer’s account.• Determine the various elements comprising an estate’s assets and allocate them to appropriate categories for filing inventory with the court. Use state-mandated list and other instructions to prepare all documentation for presentation to the Commissioner of Accounts.• Respond to telephone inquiries from customers. Make sound recommendations to the client account manager related to the release of information and/or funds.• Monitor daily cash balances of income and principal. Ensure the prompt payment of bills, remittances, taxes, etc. Track daily transactions. May execute the disposition of cash at the client account manager’s direction. May prepare cash flow analyses. May prepare and implement the annual budget for each account.• Contact, qualify and support new client prospects.

Education

• Bluefield University

  Master of Business Administration - MBA

  2022 — 2023

• Bluefield University

  Bachelor of Business Administration - BBA