Tracy Jesse Email & Phone Number

Louisville, Kentucky, United States

Providing administrative assistance to a team of financial advisors.

702 North Shore Drive, Jeffersonville, In 47130

Client Services Senior - September 2022 to April 2023 - Providing exceptional reception desk coverage in our Southern Indiana office and also providing assistance to the tax professionals in our (now) 5 office locations (including many duties that I performed in previous roles). Meeting with clients to help them sign their paperwork and facilitating the mailing, etc. of such documents. Client Services Assistant – July 2019 to August 2022 - Reception desk coverage and administrative assistance for the tax team. IST (Internal Services Team) Tax Supervisor (Corporate Louisville, KY location)promoted to this position December 2017 – resigned from this position July 2019 - Supervising the administrative staff in the tax department in the offices of each of our 7 locations: Louisville & Lexington, KY; Jeffersonville & (2) Indianapolis, IN; and (2) Cincinnati, OH. Responsible for making sure my team of 13 people meet and exceed the daily tax work deadlines of the biggest regional accounting firm in the area. Daily monitoring of the work flow for each office (using XCM software) and distributing work among offices, if necessary. Implementing Best Practices to ensure a consistent end product among all offices. Became expert among IST at producing client portal-ready tax returns. Instrumental in updating policies and procedures for the IST staff. Managed and did all of the work associated with the My1040Data tax organizers for our clients (2 yrs).

4610 Taylorsville Road, Louisville, Ky 40220

I was responsible for managing the schedules of all clients and CAREgivers by directly managing a team of Care Coordinators (5) and On-Call Supervisors (2) that worked 24-7; and indirectly managing 250+ CAREgivers to ensure our clients were provided the absolute best care possible. My team and the rest of the staff were a dedicated group of professionals that delivered home care solutions that exceeded our clients needs and expectations. We employed trained, screened and bonded CAREGivers ​to serve our senior loved ones and their families with compassion and devotion.

Office Manager / Team Leader for sales administrative assistants, the receptionist and the building crew. In addition, managed several of our contracted building/grounds accounts, general supply accounts and our office supply account. Planned company-wide special events. Responsible for a number of research projects that provided important information to the company to assist in the following: salary comparisons, EEOC reporting, VETS reporting, educational tracking (outside and on-the-job training) and grants/benefits/opportunities for the company. Starting in January 2014, HR department duties were added to my role (due to prior experience) including, but not limited to: recruiting, interviewing, retention efforts (employee surveys), disciplinary actions and exit interviews.

Louisville, Ky

Processing sales orders and procurement duties to fulfill these orders utilizing contacts, research and knowledge.

All standard Executive Assistant duties and HR Management duties, with back up in all Benefits Administration areas and payroll.

All Executive Assistant duties and assistance in the HR recruiting/hiring area.

Aas, Computer Information Systems, Specialty Programming

Activities and Societies: Computer Information Systems Club

Bgs, General Studies, Minor Psychology

Education record