LiveCareer-Resume

financial advisor resume example with 8+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Flexible hard worker ready to learn and contribute to team success

Seeking entry-level opportunities to expand skills while facilitating company growth. Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference. Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued. Industrious administrative team member with proven organizational, time management and multitasking abilities in files settings. Consistently seeks ways to increase office efficiency and boost team productivity with exceptional clerical support. Skillfully manages records and financial processes.

Skills
  • Data entry
  • Payment processing
  • Credit card payment processing
  • Customer relations
  • Transportation solution development
  • Product organization
  • Office equipment proficiency
  • Microsoft Office expertise
  • Quality control
  • Shipping and receiving understanding
  • Excel spreadsheets
  • Mail management
  • Inventory Management
Experience
05/2020 to Current Home Health Care Aide Bok Financial Corp. | Dallas, TX,
  • Supervised medication administration, personal hygiene and other activities of daily living.
  • Greeted patients and families with enthusiastic, compassionate attitude to establish long-term professional relationships.
  • Followed care plan and directions to administer medications.
  • Observed patient vital signs and medication reactions and reported health concerns or behavioral changes.
  • Developed strong and trusting rapport with patients to facilitate smooth, quality care.
  • Planned optimal meals based on established nutritional plans.
  • Assisted patients with personal care to alleviate burden on family members.
  • Monitored medications for patients with various conditions and kept watchful eye for side effects.
  • Interacted with patients through games and fun activities to boost mood and improve overall memory.
  • Maintained clean and well-organized environment for client happiness and safety.
04/2020 to Current Financial Advisor Always Best Care | Chapel Hill, NC,
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Assisted clients with planning for and funding retirements using mutual funds and other strategies.
  • Devised business plan and identified target customers.

01/2015 to 02/2020 Secretary's Assistant Madison Hotel | City, STATE,
  • Scheduled appointments for management teams and maintained updated calendar using goggle calendar system.
  • Automated office operations, as well as managed client correspondence, record tracking and data communications.
  • Supervised set up of conference rooms for corporate meetings and other events.
  • Kept detailed inventory records and made supply orders, cutting costs by monitoring use and effectively sourcing products.
  • Updated system to organize office documentation, maximizing efficiency and increasing productivity.
  • Worked professionally to handle client, vendor and public guest requirements.
  • Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
  • Pleasantly welcomed visitors, answered phone calls and maintained front reception desk.
  • Kept office equipment functional and supplies well-stocked to promote efficient operations.
  • Made travel arrangements and reservations.
  • Oversaw office inventory by restocking supplies and submitting purchase orders.
Education and Training
Expected in 06/1997 to to High School Diploma | Morristown High School, Morristown, NJ GPA:
  • Completed coursework in bartending school of New Jersey and some college but i didn't finish.
Languages
Spanish:
Native/ Bilingual
Negotiated:
English:
Full Professional
Negotiated:

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Resume Overview

School Attended

  • Morristown High School

Job Titles Held:

  • Home Health Care Aide
  • Financial Advisor
  • Secretary's Assistant

Degrees

  • High School Diploma

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