DARYL HOPE COOK
Fairhaven,MA
Summary
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Results-driven administrative professional with proven experience in managing application processes and collecting and processing mulitple application. Demonstrates strong organizational skills, attention to detail, and ability to manage multiple tasks efficiently. Strong focus on team collaboration and flexibility with changing needs. Skilled in data management, communication, and customer service. Reliable and adaptable, consistently delivering effective and timely results.
Overview
30
30
years of professional experience
Work History
Administrative Assistant
Barden's BoatYard
03.2024 - Current
- Maintained confidentiality of sensitive information by adhering to strict document handling policies and procedures.
- Managed filing system, entered data and completed other clerical tasks.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
- Reduced errors in documentation by proofreading reports prior to submission or distribution to appropriate parties.
- Volunteered to help with special projects of varying degrees of complexity.
- Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
- Expedited document processing by creating templates for frequently used forms which saved time during report preparation.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Improved document processing speed by introducing automated templates for routine correspondence.
- Reconciled and corrected issues with financial records.
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
Treasurer/Collector
Town of Marion
02.2022 - 04.2024
- Assistant Treasurer/Collector - Thorough knowledge of municipal government operations, performing highly complex, technical and confidential duties relating to Treasurer/Collectors office
- Performs supervisory, technical and clerical work assisting the Treasurer/Collector in maintaining and directing the Town's cash and investments, proper collection of all assessed taxes, water and sewer charges
- Duties include, but are not limited to, account reconciliation, cash management, bill creation and collection
Accounting/ DPW/ Assessing Departments
Town of Falmouth
01.2012 - 02.2022
- Exemptions - Investigates and reviews exemption application for the Blind, Veterans, and Seniors
- Prepare applications for BOA review and coordinate with Town Collector
- Submits warrants and commitments to the Town Collector and the Accountant for RE, PP, Betterments, and Excise
- Compile reports and submit to DOR for reimbursement
- Betterment - Post betterment payoff amounts, partial payments and payoffs
- Calculate interest due and serve as a liaison with attorneys, real estate agents, and homeowners
- Submit warrants and commitments to the Town Collector and Town Accountant for the betterment payoffs including road, water and sewer
- Motor Vehicle/Boats - Process abatements, commitment reports, and maintain list of all exempt vehicles
- Compile MV reports for state reimbursement for the DOR of MA
- Determine ownership of vessels and update mooring records
- Maintain and coordinate transfer of ownership reports with harbormaster
- Deeds - Verify ownership and process the transfer of property
- Research property ownership including trust documents on the Barnstable Registry of Deeds
- Classified Lands - Maintain all classified land records in accordance with applicable Massachusetts General Law
- Create and maintain exempt property list including all charitable organizations responsible for filing, Chapter Land and 3ABC
- Invoicing - Prepare invoices and bills for payment and submit to the Town Accountant
- Reconcile municipal appropriation for Assessing Department
- Hold Current Security Clearance for MA Registry of Motor Vehicles
- Customer Relations - Field questions on the assessment of real estate, automobile, personal property, boat taxes and assist public
- Attend meetings and maintain knowledge of state regulations and rules of Massachusetts General Law
- Effectively communicate with the public and other town departments in addition to attorneys, real estate agents and appraisers
Female Entrepreneur
AcCount On Me
01.2010 - 01.2013
- Company Overview: a full-service bookkeeping service for small business less than $5M, which I established in 2010
- Clients ranged from municipal entities, manufacturing, medical, retail and marine services
- Utilized QuickBooks and Microsoft products
- A full-service bookkeeping service for small business less than $5M, which I established in 2010
- Clients ranged from municipal entities, manufacturing, medical, retail and marine services
Accounting Department
Melissa M. Thomas, CPA
12.2006 - 01.2010
- Four years of payroll/bookkeeping/tax preparation for over 65 organizations in the following industries: automotive, retail, construction, manufacturing, medical, educational and real estate
- Reconciled bank statements, credit card statements, expense reports, created monthly financial statements, maintained AP/AR, generated financial statements using QuickBooks Pro for income tax preparations, prepared monthly sales tax return, processed payroll, EFTPS and MA deposits, I 099's, liability insurance
- Assisted CPA with tax return preparation
Client Account Manager
Horace Mann/ ING Financial
09.1994 - 01.2006
- Responsible for education, enrollment and personal service to the Commonwealth of Massachusetts Deferred Compensation Plan for state employees in 13 territories
- Demonstrated effective communication skills by delivering financial presentations to a diverse group of clientele
- Gathered confidential client information and identified, prioritized, and analyzed accordingly
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
- Proposed financial solutions for clients and their families
- Conducted weekly financial seminars to help clients visualize their financial goals, understand their investment options, and choose the best options based on individual situations
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Experienced in 403B, 401K, and 457 Plans, Simple IRA's, SEP's, Traditional IRA, Roth IRA, Non-Qualified Deferred Annuities and Mutual Funds
- NASD Series 6, 63, Massachusetts Life, Health, Property and Casualty Licenses.
Education
Bachelor of Science -
University of Massachusetts
Amherst, MASkills
- Documentation and recordkeeping
- Records management
- Professional and mature
- Computer proficiency
- Strong organization
- Maintaining confidentiality
- Phone etiquette
- Document preparation
- Attention to detail
- Adaptability and flexibility
- Confidentiality and data protection
- Administrative procedures
Timeline
Administrative Assistant
Barden's BoatYard
03.2024 - Current
Treasurer/Collector
Town of Marion
02.2022 - 04.2024
Accounting/ DPW/ Assessing Departments
Town of Falmouth
01.2012 - 02.2022
Female Entrepreneur
AcCount On Me
01.2010 - 01.2013
Accounting Department
Melissa M. Thomas, CPA
12.2006 - 01.2010
Client Account Manager
Horace Mann/ ING Financial
09.1994 - 01.2006
Bachelor of Science -
University of Massachusetts
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