Tara Davis
Commerce Trust
El Dorado,KS
15
years of professional experience
Results-driven professional with a strong focus on client relationship management, problem solving, and multitasking. Committed to assisting clients and/or management to achieve their goals.
Work History
Senior Private Client Advisor Associate
7 Years 9 Months- Facilitated the transfer of assets between accounts or institutions as requested by clients, ensuring a seamless transition process.
- Assist multiple advisors with daily activities such as scheduling meetings and travel.
- Enhanced client satisfaction by addressing concerns promptly and effectively resolving issues.
- Coordinated with external professionals such as CPAs and attorneys to develop comprehensive wealth management plans for clients.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Executive Assistant
7 Years 4 Months- Coordinated multiple executive schedules, ensuring efficient time management and prioritization of critical meetings.
- Developed and implemented streamlined processes for document management, enhancing retrieval speed and accuracy.
- Facilitated communication between departments, fostering collaboration and expediting project timelines.
- Assisted with new client onboarding and asset transfers.
- Trained new administrative staff on office protocols and software systems, promoting consistency in operations.
- Execute trades for clients as needed for the ever changing markets.
Education
Associate of Science - Business
Skills
Client relationship management
Onboarding management
Asset management
Performance reporting
Client onboarding
Conflict resolution
Task prioritization
Teamwork and collaboration
Interests
Outdoor Recreation
Gardening
I enjoy cooking for friends and family gatherings
Woodworking
Spending time with family and my animals
Timeline
Senior Private Client Advisor Associate
Commerce Trust
11.2018 - CurrentRead More
Executive Assistant
Carey, Thomas, Hoover & Breault
05.2011 - 09.2018Read More
University of Phoenix
Associate of Science from Business
Read More