Financial Security/Planning Assistant Resume Stamford, CT - Hire IT People

SUMMARY

Five years’ experience in financial services, administration, and customer service
Strong analytical, problem solving and time management skills
Strong work ethic, dependable, task oriented, quick learner, exceptional interpersonal and communication skills

TECHNICAL SKILLS

Skills: Outlook Word Excel PowerPoint SharePoint Internet and Social media (ex: LinkedIn) Professional Skills Leadership and team work Business Strategy Financial Reporting Financial Research Financial Data analysis and CRM management Business Development.

WORK EXPERIENCE

Confidential, Stamford, CT

Financial Security/Planning Assistant

Responsibilities:

Supporting back office (administrative works) of Financial Adviser.
Creating and managing clients biographical and financial information in the system.
Communicating with financial representatives for data collections to put into CRM.
Maintaining confidential database for reporting to financial adviser.
Providing different illustrations with financial data for generating new business.
Researching financial data of clients and forming appropriate policies.
Preparing and analyzing reports for PM (Personal Meeting).
Analyzing income, net worth, liabilities to make personal planning for clients.
Managing social media (LinkedIn) for financial advisors to create new opportunities.

Confidential, Bridgeport, CT

Graduate Research/Teaching Assistant

Responsibilities:

Supported to academic department for scholarly work.
Collected and analyzed financial data of different companies for publications, presentations, and curriculum development.
Researched with faculty member for risk and investment analysis.
Participated seminars in several places for research and development.

Confidential

Assistant Officer

Responsibilities:

Analyzed daily and monthly financial report and cash management.
Measured total cash flow of the branch for audit and compliance.
Reconciled every transaction and maintained for data resource and analysis.
Collaborated with different parties and organization to keep on official works.
Assisted clients and customers to deliver proper customer service.
Arranged promotion campaigns for marketing various products.
Incorporated fund raising and credit activities to fulfill annual budget of the branch.

Confidential

Officer (Customer Care)

Responsibilities:

Provided customer service through face to face, phone, and home services.
Tracked vehicles in emergency for safety of customer’s vehicles.
Executed daily and monthly reports to summarize the works and reported to the superior.
Organized office documents and files for further administrative works.
Collected data in concerned software and controlled data management.

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Financial Security/planning Assistant Resume

Stamford, CT

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