Professional Summary

Professional Overview

Elena Deluna is an experienced Operations Administrator with a strong background in trust operations, ACH/wire coordination, and customer service. She currently serves as the Operations Administrator and Trust Operations professional at The Trust Company Family Offices, where she plays a pivotal role in ensuring efficient and compliant trust management processes.

Experience Summary

Current Role

In her current dual role at The Trust Company Family Offices, Elena is responsible for overseeing day-to-day trust operations, including coordinating ACH and wire transfers, managing client accounts, and providing exceptional customer service. She has developed expertise in trust administration, compliance, and stakeholder communication, contributing to the firm's ability to deliver high-quality services to its clientele.

Career Progression

Prior to her current position, Elena held roles as an ACH/Wire Coordinator at Signature Bank, N.A. and an ACH/Customer Service Representative at Teamsters Local 20. Her experience in the banking and labor union industries has equipped her with a diverse skill set, including problem-solving, attention to detail, and a strong customer-centric approach.

Academic Background

Elena holds a Bachelor's degree in Business Administration from the University of Toledo, where she graduated with honors.

Areas of Expertise

• Trust operations management

• ACH and wire transfer coordination

• Compliance and regulatory adherence

• Client relationship management

• Problem-solving and decision-making

• Effective communication and stakeholder engagement

Professional Impact

Throughout her career, Elena has demonstrated a commitment to process optimization and client satisfaction. She has played a key role in streamlining trust operations at The Trust Company Family Offices, contributing to the firm's ability to provide seamless and reliable services to its clients. Her attention to detail and proactive approach have earned her the respect of her colleagues and the trust of the firm's clientele.

Conclusion

With her extensive experience in trust operations, banking, and customer service, Elena Deluna is a valuable asset to The Trust Company Family Offices. Her strategic thinking, technical expertise, and strong customer focus position her for continued success in her current role and future career endeavors.