Faranaaz Kenny

Personal Trust

07.2017 - Current

Ensured regulatory compliance by staying updated on industry guidelines and applying them in daily operations.
Maintained detailed records of trust transactions, providing clear documentation for audits and legal proceedings when necessary.
Contributed to the overall success of the trust department by participating in cross-functional projects and initiatives.
Enhanced client trust by consistently delivering accurate and timely financial services.
Developed strong relationships with clients by providing personalized service and understanding their financial needs.
Increased efficiency of trust administration processes by implementing new software tools that improved document management and communication.
Maximized client satisfaction by regularly reviewing portfolio performance and adjusting strategies as needed.
Supported financial director with special projects and additional job duties.
Maintained personnel records and updated internal databases to support document management.
Established an organized filing system that streamlined document retrieval and reduced misplaced files.
Developed comprehensive filing system that significantly improved document retrieval times.
Developed and maintained up-to-date database of contacts, facilitating quick and efficient communication.
Collected, arranged, and input information into database system.