Financial Planning Assistant Resume
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Dallas, TX
TECHNICAL SKILLS:
Technical: Microsoft Office; Bloomberg Certified;
Java Programming: Familiarity with SQL
PROFESSIONAL EXPERIENCE:
Confidential, Dallas, TX
Financial Planning Assistant/ Client Services Associate
Responsibilities:
- Analyzed client investments and assessed risk management
- Managed the day - to-day calendar for myself and CEO
- Reviewed and processed all investment and retirement client paperwork, as well as, set up new client investment and retirement plan accounts
- Maintained service and money movements of new and existing accounts
- Assisted financial advisors with account information, client requests, and money movements
- Organized files, developed spreadsheets, faxed reports and scanned documents
- Properly routed agreements, contracts, and invoices through the signature process
- Received and screened a high volume of internal and external communications, including email and mail
- Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences
- Planned meetings and prepared conference room
- Designed electronic file systems and maintained electronic paper files
Confidential
Independent Associate
Responsibilities:
- Prospected new customers and associates for health improvement and investment relations
- Built customer confidence by actively listening to their concerns and giving appropriate feedback
- Involved in weekly business presentations for groups and private presentations
- Built and maintained effective relationships with peers and upper management
- Completed statistical analysis to analyze risk on buying and selling currencies in the foreign exchange marketplace
- Exploited valuation differences to maximize profit margins
Confidential, Richardson, TX
Data Analyst
Responsibilities:
- Worked in a team to populate an Excel database and performed analysis on retailer’s compliance to Confidential company marketing and promotion requirements
- Tasks included auditing over 1,000 photographs of product and store displays from multiple regions of the United States
- Information allowed management to ensure product was optimally positioned for customer awareness and appeal.
- Used advanced Excel functions to generate spreadsheets and pivot tables to analyze data in decision making process
- Extracted, compiled and tracked data, and analyzed data to generate reports.
- Developed optimized data collection and qualifying procedures
- Compiled and validated data; reinforced and maintained compliance with corporate standards
- Volunteered to assist in supporting community social services for residents seeking assistance with domestic matters
- Performed various tasks including working with Human Resources and Legal Services
- Procured and organized document files for candidate review, maintaining a client database using MS Excel
- Experienced working in a team environment supporting various functions and knowledge that my efforts were for a worthy cause
- Management commented positively on my work ethics, personality, and skills
Confidential, Dallas, Texas
Treasurer’s Assistant
Responsibilities:
- Assisted the treasurer of a not-for-profit organization with Accounting duties, including counting cash donations, preparing bank deposits and maintaining accounts in QuickBooks
- This activity was performed weekly, however, some special events required daily activity for upwards of a week
- Role allowed building volunteer skills and learning importance of disciplined record keeping