VIRGINIA CASSALIA
Romansville
Summary
Results-driven professional with 8+ years in trust and estate administration, focusing on financial operations, client management, and compliance. Strong organizational and leadership skills developed through educational roles requiring adaptability and effective communication. Proven track record in managing complex tasks, meeting deadlines, and delivering high-quality results in dynamic environments. Ready to apply analytical expertise and operational insight to enhance value in accounting, finance, or administrative positions.
Overview
25
25
years of professional experience
Work History
Trust Administrator II
Arden Trust Company
Wilmington
06.2025 - Current
- Respond to client and beneficiary inquiries promptly and accurately.
- Investigate account discrepancies and non-routine issues, identifying root causes for timely resolutions.
- Review trust agreements to ensure compliance with governing documents.
- Maintain ongoing relationships with trust clients, financial partners, tax professionals, attorneys, and other stakeholders.
- Provide daily administrative and operational support to trust officer, aligning with business goals.
- Execute daily account activities, including posting receipts and processing cash transactions.
- Prepare memos for trust administration committee regarding discretionary distributions and fee changes.
- Collaborate on projects to gather data and improve internal processes aligned with company mission.
Middle School Math and History Teacher
Saints Peter and Paul
West Chester
08.2022 - 06.2025
- Teach core concepts in math and history effectively to foster student understanding.
- Develop engaging, standards-aligned lessons for math and history tailored to diverse learning styles.
- Adjust teaching strategies for students with varying abilities, including those with IEPs and 504 plans.
- Design and administer formative and summative assessments to evaluate skill mastery.
- Utilize standardized test scores and classroom metrics to identify trends and enhance instructional strategies.
- Motivate students to cultivate critical thinking, problem-solving, and analytical skills.
- Engage parents through conferences, emails, or phone calls regarding student performance.
- Participate in grade-level and faculty meetings to coordinate curriculum and share effective strategies.
PreK Teaching Assistant
Villa Maria Academy Lower School
Malvern
09.2021 - 08.2022
- Assist teacher in preparing and delivering age-appropriate lessons and activities.
- Work with students individually and in small groups to enhance learning outcomes.
- Support maintenance of a positive learning environment for students.
Substitute Teacher/Long-Term Sub
Saint Francis Cathedral School
Metuchen
09.2015 - 06.2019
- Deliver lessons across multiple subjects, adapting approaches to meet diverse student needs.
- Implement lesson plans to ensure continuity in instruction following regular teacher's guidance.
- Monitor student engagement during activities to keep all participants focused and productive.
- Document detailed notes for regular teacher on completed assignments, student behavior, and challenges encountered.
Vice President
JPMorgan Chase Bank, N.A.
New York
06.2001 - 12.2008
- Promoted from Associate to Vice-President within first two years of employment.
- Manage the daily administration of accounts, proactively addressing service and operational issues to ensure smooth operations.
- Ensure timely and accurate distribution of income or principal, complying with governing documents and applicable laws.
- Support and assist the Manager with intricate estates and trusts, including resolving conflicts among beneficiaries or co-trustees.
- Collaborate with Portfolio Managers, Wealth Advisors, and Bankers to align investment strategies with trust objectives and beneficiaries' needs.
- Review wills and trust documents to identify legal, tax, administrative, and investment considerations, coordinating the delivery of appropriate services.
- Utilize risk management tools to monitor account activities, ensuring all exceptions are properly addressed and kept to a minimum.
- Interpret governing instruments and applicable laws to ensure proper account setup, including payments, fee schedules, and tax records.
- Engage in personal development and training by attending in-house and external seminars, reading fiduciary materials, and completing required proficiency training courses offered internally.
Education
Bachelor of Science - Accounting
Siena College
Loudonville, NY05-2001
Skills
- Excellent Communication Skills
- Analytical Thinking Skills
- Creative Problem-Solving Skills
- Multitasking Skills
- Detail Oriented
- Proficient Customer Service
Timeline
Trust Administrator II
Arden Trust Company
06.2025 - Current
Middle School Math and History Teacher
Saints Peter and Paul
08.2022 - 06.2025
PreK Teaching Assistant
Villa Maria Academy Lower School
09.2021 - 08.2022
Substitute Teacher/Long-Term Sub
Saint Francis Cathedral School
09.2015 - 06.2019
Vice President
JPMorgan Chase Bank, N.A.
06.2001 - 12.2008
Bachelor of Science - Accounting
Siena College