Financial Advisor Assistant Resume

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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