TERESA COOK
Akron,OH
Summary
Client operations professional with 10 years of experience in tax, financial services, and insurance industries. Expertise in client onboarding, document workflows, and compliance management; delivering organized and efficient support that ensures timely project completions.
Overview
10
10
years of professional experience
Work History
Client Operations Specialist
Inner Circle Advisors
10.2024 - Current
- Oversee document intake processing, retention, and digital record maintenance for thousands of client tax documents, ensuring precise recordkeeping and effective document retrieval.
- Streamline the processing of 500+ tax returns utilizing Safesend and Ultratax, ensuring timely delivery and regulatory compliance.
- Manage client onboarding, document collection, and engagement workflows, tracking deliverables and following up on outstanding items to keep tax engagements on schedule.
- Act as primary liaison between clients and tax preparers, enhancing communication, addressing documentation requests, and supporting efficient workflow execution during high-volume tax seasons.
- Develop and update standard operating procedures (SOPs) to standardize office workflows, enhance process consistency, and facilitate team adoption of operational changes.
Virtual Administrative Assistant
Belay Solutions (Hedgefield Wealth Management)
Atlanta, Georgia
10.2021 - 10.2024
- Developed and maintained standard operating procedures (SOPs) in SweetProcess to improve process consistency, operational efficiency, and team knowledge management.
- Administered client account setup and documentation workflows using Salesforce and DocuSign, ensuring accurate data entry, compliance, and timely processing.
- Managed records and document retention in NetDocuments, maintaining organized financial, tax, and custodial files for efficient retrieval and compliance.
- Conducted compliance reviews (billing, trade activity, cybersecurity, and communications) and coordinated billing processes, including invoicing, payment tracking, and financial record keeping.
Virtual Administrative Assistant
Belay Solutions (Medit Capital Partners)
Atlanta, Georgia
10.2021 - 10.2024
- Conducted company research and maintained prospect records to support business development initiatives and informed decision-making.
- Managed executive calendars and coordinated scheduling between clients and internal teams to ensure seamless communication and workflow efficiency.
- Tracked outreach activities and documented meetings using Excel and Outlook, improving organization, follow-up consistency, and pipeline visibility.
Self-Employed Business Owner
Four Aces Media
03.2019 - 10.2021
- Implemented online engagement strategies that enhanced brand growth and broadened audience reach.
- Developed organized content systems and marketing materials to elevate client visibility and engagement.
- Created marketing copy and email templates to improve campaign consistency and efficiency.
Health Insurance Office Manager
Advanced Insurance Designs
08.2016 - 10.2019
- Managed daily office operations, including scheduling, client appointments, policy renewals, and workflow coordination.
- Maintained client records and policy documentation in CRM systems to support efficiency and compliance.
- Coordinated weekly training and operational meetings with insurance agents to align procedures, policy updates, and performance standards.
- Processed insurance applications and supported policy selection using industry platforms, ensuring accurate documentation and regulatory compliance.
- Managed inbound client communications via phone and email, routing inquiries and ensuring timely resolution.
Education
High School Diploma -
Ellet High School
AkronSkills
- Client Onboarding
- Business Operations
- Workflow Management
- Process Improvement
- Project Coordination
- Cross-Functional Coordination
- Compliance Administration
- Regulatory Compliance
- SOP Development
- Documentation Management
- Microsoft Outlook
- Salesforce
- Slack
- DocuSign
- Adobe Acrobat
- NetDocuments
- SweetProcess
- Canopy
- SafeSend
- Calendar Management
- Zoom
- RingCentral
- Asana
- Trello
Timeline
Client Operations Specialist
Inner Circle Advisors
10.2024 - Current
Virtual Administrative Assistant
Belay Solutions (Hedgefield Wealth Management)
10.2021 - 10.2024
Virtual Administrative Assistant
Belay Solutions (Medit Capital Partners)
10.2021 - 10.2024
Self-Employed Business Owner
Four Aces Media
03.2019 - 10.2021
Health Insurance Office Manager
Advanced Insurance Designs
08.2016 - 10.2019
High School Diploma -
Ellet High School