Financial Planning Assistant Resume

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Here is the Financial Planning Assistant Resume example:

Brian Mackey

12034 Lemon Crest Dr

Grand Rapids, MI, 49503

(555)-555-5555

[email]

Objective Seeking the position of Financial Planning Assistant.

Summary of Skills:

Familiarity with data warehouse extraction and budget platforms
Proficient with Microsoft office products – Excel and Access SQL
Ability to multi-task and meet new challenges with open mind and optimistic response
Strong interpersonal skills
Ability to build and deepen client relationships
Positive attitude, high ethical standards and integrity
Excellent written and verbal communication skills

Work Experience:

Financial Planning Assistant

Money Managers, Inc, Grand Rapids, MI

August 2005 to till date

Processed, overseen, reconciled, and communicated the successful completion of all client requests.
Prepared and maintained documents and client files in accordance with FINRA and SEC requirements.
Gathered performance and investment data.
Assisted in modeling client and matter pricing.
Determined optimal staffing margin and profitability.

Financial Planning Assistant

Moneta Group, Grand Rapids, MI

May 2000 to July 2005

Supervised monthly tracking and edits of all attorney status changes.
Analyzed all monthly changes for reasonableness.
Developed, implemented and updated effective financial and operational information.
Assisted in identifying trends and developments in competitive environments.
Assisted in developing ad hoc integrated revenue and expense analyses.

Education

Associate Degree in Finance

University of South Alabama, Mobile, AL