trust relationship specialist with columbia trust company an affiliate of umpqua bank@ Umpqua Bank
Citrus Heights, California, United States
Katie Muir
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Casa Roble Fundamental High School
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FlashIntel GPTKatie Muir is an experienced Client Service Specialist with 9.5 years of work experience. She has a strong background in broker dealer operations, customer service, and office administration. Katie is skilled in Microsoft Office, contract management, and executive administrative assistance. She has worked in various roles, including Client Service Representative at Allworth Financial and Rental Coordinator Assistant at Sacramento Turn Verein. Katie is known for her excellent customer relationship management and time management skills. She is currently based in Citrus Heights, California.
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About
Experienced Client Service Specialist with a demonstrated history in the Wealth Management industry.
Work Experience
trust relationship specialist with columbia trust company an affiliate of umpqua bank
Banking
Katie Muir's Professional Milestones
- Executive Assistant (2017-04-01~2020-04-01): Implementing efficient processes to streamline meetings and streamline workflows.
- Rental COOrdinator Assistant (2017-07-01~2019-05-01): Coordinated rental operations, optimizing processes and ensuring timely delivery of goods.
Education
Skill
Broker Dealer Operations
Customer Service
Office Administration
Microsoft Office
Customer Relationship Management
Contract Management
Administrative Assistance
Executive Administrative Assistance
Document Management
Appointment Scheduling
Property Management
Event Management
Research
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Powerpoint
Customer Support
Customer Service Management
Client Relations
Client Services
Time Management
Teamwork
Executive Office Administration
Government Contract Management
Broker Dealer Compliance
Client Correspondence
Dropbox
Speaks Conversational German
Treasure
Typing
Social Media
Confidentiality
Communication
Interpersonal Skills
Document Preparation
Document Processing
Profit/loss Accountability
Drake Tax Software
Pareto
Broker Dealer
Netx360
Personal Support
Egnyte
Albridge
Procedure Manuals
Business Correspondence
Organization Skills
Problem Solving
General Administration
Certification
Colleagues
Art Aguilar
Frontline Systems Product Owner
Sherri Kittilstved
Vice President Product Owner Manager
Greg Hickman
Technical Product Owner
Chelsy Bowman
Frontline Systems Product Owner
Doug Donaldson
Webmaster III Interactive Technology Developer | Owner CIC Community Of Internet Commerce
Other Named Katie Muir
Frequently asked questions
We found 4 Katie Muir's email addresses
We found 2 Katie Muir's phone numbers
Katie Muir works for Umpqua Bank
Katie Muir's role in Umpqua Bank is trust relationship specialist with columbia trust company an affiliate of umpqua bank
Katie Muir works in the industry of Banking
Katie Muir's colleagues are Art Aguilar,Sherri Kittilstved,Greg Hickman
Katie Muir's latest job experience is trust relationship specialist with columbia trust company an affiliate of umpqua bank at Umpqua Bank
Katie Muir's latest education in Casa Roble Fundamental High School
