Financial Assistant Resume RESTON, VA - Hire IT People

SUMMARY:

To improve my professional skills by gaining interview experience or on the job training.

PROFESSIONAL EXPERIENCE:

Financial Assistant

Confidential, RESTON, VA

Pull, organize, and prepare financial reports for senior broker use.
Track sales and purchase confirmations for client accounts including but not limited to 401K's, IRA's, Individual accounts, 529’s, Variable annuities, and Pershing accounts.
Perform budget, financial, sensitivity, and future value of money analysis, and forecasts.
Establish and maintain working relationships with financial institution representatives.
Actively learn about emerging products and product amendments.

Karate/Rock Climbing Instructor

Confidential, RESTON, VA

Tell/Teller Manager

Confidential, H ERNDON, VA

Worked hand in hand with the sales team to meet quarterly goals.
Attended monthly regional meetings to measure and set goals for upcoming quarters.
Maintained a detailed and organized teller book along with the oversight of the teller line.

Produce Clerk/Manager Intern

Confidential, S TERLING, VA

Provided excellent customer service while maintaining a well - organized department.
Crossed merchandise products from different departments to optimize sales.
Scheduled and placed product orders to meet customer demand.

TECHNICAL SKILLS