Tara Thome

Experience

• 

  A Plus Financial Services

  Sept 2002 - Aug 2004

  Administrative Assistant, Loan Processor
• 

  Regions Bank

  Aug 2004 - Jan 2011

  Private Banking Assistant
• 

  IBERIABANK

  Feb 2011 - May 2022

  Bank Officer, Private Client Consultant

  Portfolio Management. Support sales team and provide superior client service. Identify opportunities to cross-sell products. Account opening and processing of financial transactions. Interact with internal departments and areas, build support and resolve complex issues and problems. Manage sales team calendars and maintain client and general files. Provide support using Microsoft Office including word, excel, power point and mass mailings. Manage invoices for sponsorships and plan and organize special events. Show less

• 

  William H Johnston III

  Jun 2021 - Jun 2023

  Executive Administrative Assistant

  Responsible for tracking expenses and budgets, managing multiple entities in Quickbooks, providing regular financial reports, monitoring accounts payable and receivable, reconciling accounts and bank statements regularly, and processing payroll thru Intuit weekly.

• 

  Transamerica

  Jun 2023 - now

  Financial Services Consultant & Associate of Expansion

  Independent Division of World Financial Group