Financial Sales Assistant Resume

Posted in Assistant Resume Examples

Brian Mackey

12034 Lemon Crest Dr

Grand Rapids, MI, 49503

(555)-555-5555

[email]

Objective To obtain the position of Financial Sales Assistant position.

Summary of Skills:

  • Strong knowledge of investment operations, procedures, transfers and industry terminology
  • Superb sales skills with self motivation attitude, and strong work ethic.
  • Ability to handle routine tasks quickly and accurately with a very strong attention to detail
  • Wide knowledge of the financial institution’s personal investment products
  • Strong team management skills
  • Comfortable interacting with a group of potential clients

Work Experience:

Financial Sales Assistant

Mercer Advisors, Grand Rapids, MI

August 2005 to till date

  • Processed new account applications and obtained necessary account documents.
  • Prepared materials for client meetings and seminars.
  • Worked closely with branch personnel on referrals, seminars and appointments.
  • Assisted with making proposals and presentations.

Financial Sales Assistant

GunnAllen Financial, Grand Rapids, MI

May 2000 to July 2005

  • Received and processes orders.
  • Researched sales leads.
  • Assisted customers and handled inquiries about products or services.
  • Prepared and distributed various sales reports.
  • Maintained files, scheduled appointments and made travel arrangements.
  • Maintained and managed existing database.
  • Processed all incoming business with follow-up to investment vendor.

Education

Associate Degree in Finance

University of Iowa, Iowa City, IA


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