Corporate Trust Services
Corporate Trust Succession (in bulk)
Letter of Credit: Transfer of Beneficiary to Successor Trustee (in bulk)
Corporate Trust due diligence
Trust review and audit of trustee duties and responsibilities
Trust account and flow-of-funds review and audit
Documentation of Policies and Procedures
Development and documentation of Training Manuals
Reconcilement of cash and securities accounts
Reconstruction of cash and securities accounts based on what should have happened
Review and documentation of internal controls with recommendations and solutions
Vault audit and vault counts
Project Management Services
Project assessment
Project planning and tracking
Project staffing (outsourcing)
Documentation and archival
Objective facilitation of brainstorming sessions and documentation
Management reporting
Development of project-related presentations
Office Automation Services
Database development (MS Access and VBA)
Development of project-specific database tools
Bulk mailing projects with mail merge and tracking
Development and design of electronic forms for use in intranet and internet applications
Development of office automation tools based on MS Office applications and VBA
General Accounting Services
Reconcilement of cash and securities accounts
Reconstruction of cash and securities accounts based on what should have happened
Review and documentation of internal controls with recommendations and solutions
Forensic accounting and fraud detection
General Ledger and DDA reconcilement
Documentation Services
Documentation of Policies and Procedures
Development and documentation of Training Manuals
Project documentation and archival
Presentation Services
Development of PowerPoint presentations
Development and documentation of Training Manuals
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