Financial Advisor Assistant Resume
Here is the Financial Advisor Assistant Resume example:
Michael Crowley
7279 W Bloomfield Rd
McLean, VA, 22102
(555)-555-5555
[email]
Objective To obtain the Financial Advisor Assistant position and utilize my experience and skills for the successful completion of each job task.
Summary of Skills:
- Operational knowledge of financial services industry
- Ability to prepare correspondence, process incoming and outgoing mail
- Ability to maintain confidentiality with sensitive information
- Ability to handle multiple tasks and meet deadlines
- Strong telephone and customer relations skills
- Excellent business writing and grammar skills
Work Experience:
Financial Advisor Assistant
Best Wise Associates, McLean, VA
August 2005 to till date
- Identified, cultivated prospective clients to built business.
- Determined financial and investment needs.
- Greeted visitors; answered, screened and directed phone calls.
- Collected data and updated weekly and monthly newsletters.
- Maintained an adequate inventory of supplies, forms and manuals.
- Supported the recruiting activities of the management team.
Financial Advisor Assistant
CAPITAL FINANCIAL GROUP, McLean, VA
May 2000 to July 2005
- Answered client questions and concerns.
- Ensured proper account documentation.
- Verified and monitored client financial condition on a continual basis.
- Conducted investment seminars for clients and prospects.
- Worked directly with the Retail Banking staff, supporting and motivating their investment services sales efforts.
Education
Associate Degree in Finance
University of North Texas, Fort Worth, TX
Financial Advisor Assistant Resume
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- March 1, 2024Create Date
- March 1, 2024Last Updated
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