Gemini Ann Thomas

• Managed onboarding and offboarding for Wealth Management, GFO(Global Family Office) and C&IS (Corporate and Institutional) clients across multiple platforms.
• Calculated client market values for fee assessment and coordinated cash-raising activities for auto-debit clients.
• Executed data queries in the Eagle System Management Center to determine market values for Overlay product accounts.
• Compiled and analyzed functional data to prepare performance metrics for leadership review.
• Performed end-to-end application testing, ensuring seamless functionality for team operations.
• Built and nurtured strong relationships with internal teams across global locations to drive collaboration.
• Guided audit teams through processes, implementing changes based on audit recommendations.
• Designed and delivered process training sessions for team members.
• Mentored and guided junior staff, providing constructive feedback and career support.
• Managed work queues and delegated tasks to ensure timely completion.
• Developed and maintained process documentation, ensuring accuracy and up-to-date records
• Managed escalations, ensuring prompt resolution and process adherence.
• Reviewed daily cash sheets to identify and escalate suspicious transactions.
• Facilitated client and third-party portal access and customized reporting preferences.
• Actively represented NTAM in cultural and corporate engagement activities.
• Coordinated executive calendars for leadership visits, collaborating with the COO to deliver a smooth and efficient itinerary.

• Analyzed data to determine relevant information required to prepare tax returns.

• Mentored and trained new hires to help them achieve performance targets.

• Systematically managed tasks with attention to detail.

• Prepared Federal and State income tax returns (Single-Entity & Consolidated) for Corporations and Partnerships.

• Prepared and filed International forms (5471) as well as Estimate Vouchers & Extensions.