Administration

• Technical preparation and review of complex trust and estate accountings
• Perform complex calculations and reconstruction when required
• Research of state specific principal and income acts when needed
• Responsible for managing client relationships and retaining client good will
• Actively participate in business development including weekly sales calls, client presentations, marketing efforts and business development meetings
• Build relationships with potential new clients
• Attend industry conferences and other business development events
• Commit to client satisfaction by providing timely and effective responses to client needs and compliance requirements
• Provide estimates for new accounting work and prepare all required documentation for new engagements
• Work with the various EY channels to establish client and/or engagement codes for all business
• Vet matters for Independence and oversee/ensure compliance with eDocs
• Build and maintain strong relationships with internal EY groups to assist with cross-selling FTEAS and other EY lines of business
• Facilitate communications and provide assistance to team members by sharing knowledge, offering advice, and making decisions to meet engagement deliverables
• Develop operational efficiencies to deliver timely high-quality services and work products
• Contribute to a flexible, stable and team oriented working culture that fosters staff development
• Complete self- study courses to maintain and enhance knowledge of fiduciary accounting and software applications
• Review and monitor engagement profitability, staff efficiency and workload assignments to meet deliverables
• Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections

Fiduciary/Trust & Estate Administration Services Manager

Private Equity Fund Administrator – Manager

Lead Jira Administrator