Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

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, ON
04-1996

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
Tara Downing