Jack Querey
Wilmington
Summary
Experienced Trust Administrator with background in managing estates, trusts, and investment accounts. Skillset includes reviewing trust agreements, overseeing distributions, and communicating effectively with beneficiaries. Strengths lie in understanding complex financial documents, ensuring compliance with state and federal regulations while providing high-level customer service. Previous work demonstrates ability to increase operational efficiency through process improvements.
Overview
7
7
years of professional experience
Work History
Trust Administrator
JP Morgan Private Bank
Newark
05.2022 - Current
- Manage book of ultra high net worth clients from Houston, New Orleans, Fort Worth and the Financial Institutions Group (FIG) in New York.
- Daily administration of Delaware directed trusts
- Responsible for client requests, tax preparation, account openings, trust modifications, trust reviews, new business and more
- Facilitated communication between clients and legal teams regarding trust matters.
- Maintained detailed records of trust transactions and communications.
- Communicated effectively with trustees, beneficiaries, attorneys, CPAs, and other professionals regarding trust matters.
- Reviewed, analyzed, and interpreted trust instruments to ensure compliance with applicable laws and regulations.
Cash Operations Analyst
WSFS BANK
Wilmington
10.2019 - 04.2022
- Responsible for the daily reconciliation of funds.
- Prepare and execute daily wire transfers
- General ledger accounting and preparation for senior members of the Bank
- Analyzed operational data to identify trends and improve efficiency.
Compliance Intern
WSFS BANK
Wilmington
08.2019 - 10.2019
- Updated complex financial templates in accordance with the latest models
- Reviewed compliance documents for adherence to banking regulations.
- Assisted in conducting risk assessments to identify compliance gaps.
Education
Master's Degree - Information Systems
DREXEL UNIVERSITY
Philadelphia, PABachelor of Science -
WILMINGTON UNIVERSITY
New Castle, DESkills
- Delaware Trusts
- Directed & Discretionary Trusts
- High net worth clients
- Accounting
- Attention to detail
- Portfolio management
- Tax preparation
- Account reviewing
Timeline
Trust Administrator
JP Morgan Private Bank
05.2022 - Current
Cash Operations Analyst
WSFS BANK
10.2019 - 04.2022
Compliance Intern
WSFS BANK
08.2019 - 10.2019
Master's Degree - Information Systems
DREXEL UNIVERSITY
Bachelor of Science -
WILMINGTON UNIVERSITY