Jena Glownia

My clients appreciate that I care.

For nearly 10 years, Jena has worked in various areas of the financial services industry. At Oyster, Jena’s responsibilities have expanded to provide support for a small family office within the Private Clients Group. Jena manages her client’s personal & business affairs, as well as complex trusts and company structures. Prior to joining Oyster, she worked in the Trust Department at M&T Bank, with a focus on operational compliance. In this role, she was responsible for the daily reconciliation of various trust accounts, budgeting, and occasionally auditing the trust department’s inventory.

Expertise

• Interacts daily with a worldwide network of financial consultants, advisors, estate/tax lawyers, accountants, and trustees on behalf of family offices
• Maintains accurate records of investments as well as the movement of funds through various brokerage accounts
• Prepares financial statements for multiple entities
• Processes and pays all client bills
• Provides monthly spending analysis reports along with budgets and forecasts
• Collects and maintains documents for tax preparation
• Assists with booking travel arrangements
• Processes payroll for multiple entities
• Keeps minutes and maintains accurate books and records for all family meetings
• Prepares annual 1099s
• Maintains donation correspondence for tax purposes
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook
• Proven skill set in Quicken & QuickBooks

Career Highlights

• Compliance Assistant, M&T Bank
• Trust Transaction Clerk II, M&T Bank
• Loan/Collateral Specialist Intern, CoBank
• Fundraiser/Events Coordinator, Buffalo Sabres Alumni Association