Tara Downing
Summary
Adept at enhancing operational efficiency and financial stability, as demonstrated at Edward Jones through meticulous compliance management and budget oversight. Skilled in client relationship building and document preparation, I excel in environments requiring attention to detail and strong organizational abilities. Achieved significant improvements in internal processes, underscoring a commitment to excellence and accuracy.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Branch Office Administrator
Edward Jones
09.2016 - Current
- Provided exceptional customer service to both internal employees and external clients, promoting a welcoming atmosphere at the branch office.
- Composed professional business correspondence, emails, meetings notes and other documents.
- Ensured compliance with company regulations by conducting regular audits of internal documents and records.
- Managed budgets and financial reports, ensuring accuracy and timely submission.
- Maintained compliance with industry regulations, ensuring all trades were executed accurately and timely.
- Prepared contracts and related documentation according to strict standards.
Administrative Bookkeeper
Path Trucking
04.2011 - 09.2016
- Enhanced budget management by tracking expenses and comparing actual costs to projected figures, ensuring financial stability.
- Streamlined bookkeeping processes by implementing efficient filing systems and automating data entry tasks.
- Ensured compliance with tax regulations by preparing and submitting required documentation accurately and within deadlines.
- Supported audit preparations by gathering necessary documentation and responding promptly to auditor inquiries, facilitating a smooth process.
- Strengthened internal controls by assisting in the review of accounting policies and procedures.
Sales Associate
Home Hardware Stores
12.2009 - 03.2011
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
Education
Diploma - Business
Seneca College of Applied Arts And Technology
King, ON04-1996
Skills
- Client Relationship Building
- File Organization
- Operations Management
- Document Preparation
- Compliance Management
- Phone and Email Etiquette
- Attention to Detail
- Data Entry
- Task Prioritization
Languages
English
Native or Bilingual
Certification
CPCA (Certified Professional Consultant of Aging) Specializing with the elderly.
Timeline
Branch Office Administrator
Edward Jones
09.2016 - Current
Administrative Bookkeeper
Path Trucking
04.2011 - 09.2016
Sales Associate
Home Hardware Stores
12.2009 - 03.2011
Diploma - Business
Seneca College of Applied Arts And Technology
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