Financial Planning Assistant Resume Example

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Here is the Financial Planning Assistant Resume example:

Brian Mackey

12034 Lemon Crest Dr

Grand Rapids, MI, 49503



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.


Associate Degree in Finance

University of South Alabama, Mobile, AL

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  • March 1, 2023Create Date
  • March 1, 2023Last Updated