Marybeth T Helms
age ~46
from Charlotte, NC
Marybeth Helms Phones & Addresses
- Charlotte, NC
Work
-
Company:Wells fargo bankJul 2003
-
Position:Senior trust administrator
Education
-
School / High School:Southeastern Trust School- North Carolina2011
-
Specialities:Management
Skills
Microsoft Office Word • Excel • Powerpoint • Other Mainframe Systems
Languages
English
Interests
Social Services • Children • Gardening • Civil Rights and Social Action • Education • Environment • Jewelry Art • Reading • Painting • Running • Human Rights • Animal Welfare • Arts and Culture • Health
Industries
Construction
Resumes
Office Administrator
view sourceLocation:
2864 Unionville Indian Trail Rd west, Indian Trail, NC 28079
Industry:
Construction
Work:
Boda Plumbing, Inc.
Office Administrator
Wells Fargo Private Bank Oct 2015 - Oct 2018
Fiduciary Advisory Specialist
Wells Fargo May 2008 - Oct 2015
Senior Trust Administrator
First Union/Wachoiva Bank Jul 2003 - May 2008
Philanthropic Services Account Administrator
First Union National Bank Jul 2000 - Jul 2003
Administrative Assistant and Product Management Assistant
Office Administrator
Wells Fargo Private Bank Oct 2015 - Oct 2018
Fiduciary Advisory Specialist
Wells Fargo May 2008 - Oct 2015
Senior Trust Administrator
First Union/Wachoiva Bank Jul 2003 - May 2008
Philanthropic Services Account Administrator
First Union National Bank Jul 2000 - Jul 2003
Administrative Assistant and Product Management Assistant
Education:
Campbell University 2011 - 2011
Southern Union Community College 1996 - 1999
Southeastern Trust School
Southern Union Community College 1996 - 1999
Southeastern Trust School
Skills:
Wealth Management
Retirement Planning
Estate Planning
Financial Services
Private Banking
Wealth Management Services
Relationship Management
Retirement
Asset Allocation
Risk Management
Customer Retention
Banking
Customer Service
Trust Services
Responsiveness
Microsoft Office
Adobe Photoshop
Microsoft Word
Microsoft Excel
Sharepoint
Css
Organization Skills
Time Management
Pages
Clienklink
Account
Leadership
Retirement Planning
Estate Planning
Financial Services
Private Banking
Wealth Management Services
Relationship Management
Retirement
Asset Allocation
Risk Management
Customer Retention
Banking
Customer Service
Trust Services
Responsiveness
Microsoft Office
Adobe Photoshop
Microsoft Word
Microsoft Excel
Sharepoint
Css
Organization Skills
Time Management
Pages
Clienklink
Account
Leadership
Interests:
Social Services
Children
Gardening
Civil Rights and Social Action
Education
Environment
Jewelry Art
Reading
Painting
Running
Human Rights
Animal Welfare
Arts and Culture
Health
Children
Gardening
Civil Rights and Social Action
Education
Environment
Jewelry Art
Reading
Painting
Running
Human Rights
Animal Welfare
Arts and Culture
Health
Languages:
English
Marybeth Helms Indian Trail, NC
view sourceWork:
Wells Fargo Bank
Jul 2003 to 2000
Senior Trust Administrator Wachovia Securities
Charlotte, NC
Jul 2000 to Jul 2003
Administrative/Product Management Assistant American Auto Club Insurance Group
Charlotte, NC
Mar 2000 to Jul 2000
Administrative Assistant
Jul 2003 to 2000
Senior Trust Administrator Wachovia Securities
Charlotte, NC
Jul 2000 to Jul 2003
Administrative/Product Management Assistant American Auto Club Insurance Group
Charlotte, NC
Mar 2000 to Jul 2000
Administrative Assistant
Education:
Southeastern Trust School
North Carolina
2011 to 2011
Management Southern Union Community College
Opelika, AL
1996 to 1998
North Carolina
2011 to 2011
Management Southern Union Community College
Opelika, AL
1996 to 1998
Skills:
Microsoft Office Word, Excel, Powerpoint, Other Mainframe Systems
Youtube
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