TERBICA THAO

763-***-**** ad2z62@r.postjobfree.com

SUMMARY

Loyal, hardworking individual, with strong research and analytical skills. I am a committed team player with strong organizational, detail-oriented skills, and leadership skills. I have the ability to adapt to all environments and work well with others as well as on my own.

SKILLS

● Cornerstone

● Instinct, Asteris

● SharePoint

● Outlook

● Microsoft Word

● Microsoft Excel

● Ability to key 15,000

kph, 60 wpm

● Typing and ten key

proficiency

● 100% accurate data

entry

● Strong attention to

detail

EXPERIENCE

BluePearl Specialty + Emergency, Golden Valley, MN Client Care Coordinator October 2021-January 2024

● Greet and check in and out clients while assessing patients in a timely matter for urgency

● Triage all non-patient and visitor incoming calls of 10+ lines

● Liaison between clients and service agencies during handling of pet remains by ensuring a complete, accurate, and compassionate process.

● Offer emotional support and resource materials to grieving clients in a compassionate and discreet manner

● Upkeep client care inbox consistently

● Work with Veterinarians and Vet Technicians daily to establish owners medical attention needs

● Prepare admit forms and critical forms for patients after assessing patients symptoms

● Review and confirm client information for accuracy

● Process referral requests based on medical urgency by making outbound calls to clients to triage pet medical concerns requested by pDVM

● Updated Emergency Contact list monthly for the hospital. RBC Capitals Markets, LLC, Minneapolis, MN

Licensing Specialist July 2019 – March 2021

● Handling all aspects of securities commodities, NFA, Municipal Advisor and investment advisor registration respective to individuals associated or employed by RBC Capital Markets, LLC and its affiliates

● Amend Form U4 for required disclosures, such as bankruptcy, lien, judgment, garnishments, regulatory and criminal events

● Understanding of broker dealer registration and licensing

● Knowledge of FINRA Gateway, Form ADV, MSRB/Edgar, Winjammer and NFA ORS

● Prepare and submit all initial applications for individual securities, investment adviser, NFA, municipal advisor and commodities licenses and ensure that all employees are appropriately licensed to conduct their job responsibilities

● Coordinate submissions of securities and commodity futures registration application filings, branch and entity registration forms, and termination submissions for various firm departments

● Perform and submit fingerprints to FINRA for all US employees and contractors via NRF Forms or Form U4 and disassociate individuals upon departure from RBC

● Research and correct licensing deficiencies

● Prepare and submit 8R amendments

● Track Regulatory Element continuing education and escalate when necessary; submit proficiency exams, track and generate weekly report

● Maintain and reconcile various registration databases to prepare registration reports

● Provided customer service utilizing strong interpersonal and communication skills to ensure exceptional internal support to registered reps and client associates Meyer Njus Tanick, PA, Minneapolis, MN

Legal Administrative Assistant December 2017 – August 2018

● Answering incoming calls

● Resolve customer concerns by escalating to the appropriate department

● Arranged validation documents per client’s inquiry

● Managed data entries: blatt files, legal files, bankruptcy

● Microsoft Excel and MP program for audit purposes

● Provided efficient and effective reception services to streamline customer service support processes and ensure timely and accurate response

● E-file court documents for multiples states including IL, IN, MN, and WI

● Document and process incoming mail, including court correspondences

● Make outbound calls to follow up on garnishments

● Maintain accurate and current information in case management system

● Submit exhibits to appropriate court when needed EDUCATION

Park Center Senior High School Brooklyn Park, MN

Diploma June 2017

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