LeTort Trust is pleased to announce the recent appointment of Katie Riley as Client Concierge.
Katie’s expertise in customer service, technology, and office management will bring LeTort’s client relations to the next level. She will be responsible for guiding clients to the right area of the organization, helping them navigate their online portal, and giving those new to our business a memorable first impression and experience.
Prior to joining LeTort Trust, Katie spent thirteen years at Dixon University Center serving in many roles, most recent as Continuing Education Manager where she facilitated relationships with partner schools, students, and faculty, managed a team of contracted personnel, marketed Dixon
University Center’s various programs and services, and oversaw all logistics related to continuing education.
Katie earned her Bachelor of Arts degree in English with a minor in Information Systems and Statistical Analysis from Penn State University.
“We created this position to emphasize how important it is that our clients’ first touch with LeTort Trust and every experience following is positive,” said Katie Clarke, President of LeTort Trust. “As technology evolves it’s also important to have someone in this role who can troubleshoot and help problem solve. In the short time Katie has been here she has made our clients feel welcomed, appreciated, and she has already proven herself to be an asset to every department.”
LeTort Trust is an Independent Trust Company, providing comprehensive Qualified Retirement Plan, Personal Trust and Wealth Management services designed for the complex financial needs of businesses, institutions, and individuals. For further information on LeTort Trust, please visit our website at www.letorttrust.com.
Our Purpose: We build better lives and brighter futures for our clients, employees and the communities we serve.