Tracy Linn

About Tracy Linn

Wealth Management team member who will learn the why behind a process to ensure that it…

Experience

1. Wealth Management Client Associate

   Bankers Trust

   Aug 2021 — Present · US

   Collaborate with a team in the implementation of Private Wealth Management and Institutional Custody Client services to perform duties including:• Managing regular updates and review of procedural manuals, ensuring smooth cross-training and disaster recovery processes. Serve as a contact for external Account Administrators for Account processing, distributions, trades, etc. on SEI trust accounting system. • Request internal money market trades. Initiates cash wires and cash transfers as required for customer accounts. Reconciles cash and securities holdings as well as trading activity, documents investigate and clears exceptions in a timely manner. Processes incoming and outgoing checks for the Private Client Services and institutional Custody department’s customers. • Processes incoming mail for the department. Review fees for our Institutional Custody customers to be sure that there is enough cash to cover fees. Raise funds where needed, make portfolio transfers. • Works with SEI to be sure that items are posted correctly and in a timely manner.

Education

• Des Moines Area Community College

  Business Administration

Skills

• Analysis
• Investments
• Budgets
• Administrative Assistants
• Expense Reporting and Reconcilliation
• Training
• File Management
• Notary Public
• General Office Duties
• Office Management
• Administrative Support
• Accounting
• Organizing
• Leadership
• Clerical Skills
• Business Writing
• Customer Service
• Project Coordination
• Meeting Planning