Financial Sales Assistant Resume

Posted in Assistant Resume Examples

Brian Mackey

12034 Lemon Crest Dr

Grand Rapids, MI, 49503



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.


Associate Degree in Finance

University of Iowa, Iowa City, IA

  • 1.0.0Version
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  • March 1, 2020Create Date
  • March 1, 2020Last Updated

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