Jefferson Colindres

Experience

• 

  UC Santa Barbara

  Sept 2011 - Jun 2013

  Transcripts Processing Assistant

  Handled all incoming orders of official transcripts and verifications. Processed and filled large volume of rush orders and handled all incoming phone calls for department. Key duties: Customer service and high level of organization.

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  Balboa Capital

  Jul 2013 - Aug 2014

  Account Executive

  Provided equipment lease/finance solutions to middle market businesses nationwide. Built a database of prospective accounts and managed those relationships. Minimum credit loaned was $250,000.

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  Bryn Neil International

  Jul 2015 - Dec 2016

  Technical Recruiter

  As a Technical Recruiter at Bryn Neil International, I was focused on the placement of high quality, technical candidates with a wide variety of rewarding clients, ranging from Fortune 500 companies to high growth start-ups.Duties included: Technical Recruiting, networking, account management, customer service and negotiations.

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  Northern Trust Corporation

  Mar 2017 - Aug 2023

  I handle 20+ high net worth estates from collection of assets through final distribution. Responsibilities Include:-Assist Estate Administrator in the management of accounts in accordance with fundamental fiduciary duties and responsibilities, considering legal requirements, terms of the documents, NT policies & procedures, assessment of fiduciary and business risk, client needs and Advisory resources.-Coordinate with NCSS and all other support areas to successfully deliver the operational component of an estate’s administration.-Assist Estate Administrator as necessary in all areas of operations, administration and compliance to meet all deadlines within the estate settlement process.-No account servicing losses within the Account Manager’s control. Practice comprehensive file management, as prescribed by US Administrative Practices and Guidelines, ensuring all documentation relative to administration is appropriately imaged and archived and that all relevant system records are maintained.-Actively engage in national initiatives to improve processes and client relationships/communications.Client Relationships:-Provide beneficiaries, COI’s, Partners and Estate Administrators with exceptional service in accordance with A Approach standards.-Assist in the management of client relationships with careful oversight, anticipate client needs and support service team in delivering an exceptional estate settlement experience.-Respond to all partner, client and COI inquiries within 24 hours and resolve issues promptly. -Contribute in a constructive and positive manner toward the team’s overall goals for client relationship expansion, new business growth, and Holistic Advice approach, supporting team sales and sourcing goals.-Work with relationship teams to help facilitate the recapture assets.Achievement: Individually administered and closed Estate of $1.5m and now working on a second. Currently Account Manager for $1.2B in AUM. Show less

  • Senior Account Manager, Second Vice President - Estate Administration

    Nov 2022 - Aug 2023

  • Account Manager, Officer - Estate Administration

    Feb 2019 - Nov 2022

  • Administrative Assistant, Wealth Management

    Mar 2017 - Feb 2019
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  Edward Jones

  Aug 2023 - now

  Estate Settlement Trust Officer