Tara Budhu

Tara Budhu

Client Service Administrator/ Office Coordinator @ IG Wealth Management

About Tara Budhu

Tara Budhu is a Client Service Administrator and Office Coordinator at Investors Group Financial, where she has worked since 2011. She has a background in customer service and financial account management, with previous experience at various retail and educational institutions.

Work at Investors Group Financial

Tara Budhu has been employed at Investors Group Financial since 2011, serving as a Client Service Administrator and Office Coordinator. In this role, she provides exceptional customer service by responding to client inquiries and managing communications through various channels, including calls, mails, and emails. Her responsibilities also include handling the scheduling of appointments and managing bookings efficiently, contributing to a streamlined office operation.

Previous Employment Experience

Before her current position, Tara Budhu gained diverse experience in customer service roles. She worked at Home Hardware as a Cashier, Sales Associate, and Receiving Clerk from 1992 to 1994. Following that, she was employed at Home Depot from 1994 to 1995 as a Customer Service representative and Cashier. This background has equipped her with strong customer service skills and an understanding of retail operations.

Education and Training

Tara Budhu studied at Sheridan College at the Brampton campus from 1993 to 1995. She later attended Humber College from 2002 to 2004, furthering her education and skills. Her academic background has provided her with a solid foundation for her career in client service and administration.

Financial Account Management Expertise

Tara Budhu possesses extensive experience in managing various financial accounts, including RRSP, TFSA, RESP, LIRA, and lines of credit. This expertise is vital in her current role at Investors Group Financial, where she supports clients in understanding and managing their financial portfolios.

Organizational Skills and Office Management

In her role as Client Service Administrator and Office Coordinator, Tara Budhu is responsible for inventory control and maintaining a well-organized office environment. Her organizational skills contribute to the efficiency of the office and ensure that client services are delivered effectively.

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