financial advisor resume example with 20+ years of experience
JessicaClaire
, , 100 Montgomery St. 10th Floor(555) 432-1000, resumesample@example.com
Professional Summary
I am an Efficient Bookkeeper with over 20 years of Accounting experience while working with 3 different companies in the last 27 years, one of which I personally owned and operated. I am an Accounting professional, I have been successful at achieving exceptional results in high-pressure environments. I do well with Financial Planning & Office Management with a proven history of reliability and skill. I am effective at developing positive and productive working rapport with employees through open communication and clearly set guidelines. I'm a very diligent, hardworking, reliable and respectable person.
Skills
WORD
EXCEL
POWERPOINT
OUTLOOK
SAP
FOXBORO
MICRON
MAS
AS400
SNAPCHART
SAGE
QUICKBOOKS
NET SUITE
Financial management
Accounts payable and receivable
Budgeting
Invoice and payment processing
Presentation design
Record keeping and reporting
Powerful negotiator
Time-sheet processing
Production logging
Client needs assessments
Customer service
Salesforce
Work History
11/2014 to CurrentFINANCIAL ADVISORM&T Bank | Perinton, NY,
Provides outstanding service as primary point of contact for my clients regarding products and services related to Retirement Advice, Financial Planning and Insurance Needs
Leader in sales in Life & Health Insurance, Medicare, Prescription Drug Plans, Long & Short Term Care, Extended Care & Critical Illness, Cancer, Heart Attack, Stroke & End Stage Renal Products
Advise and counsel customers through precise communication which insurance plans best suited their needs and budget
Aid clients with premiums, effective dates, policy terminations, and additional policy riders
Enrolled and maintain 250+ individuals in annual health insurance and prescription drug plans during open and special enrollment periods
Provide clients with precise and timely customer service built around personal needs
Growing life long work and personal relationships with each client
Researched and created personal solutions to resolve issues and increase overall trust and satisfaction in clients products and services.
01/2002 to 11/2014SAP OPERATOR - PROCUREMENT - OSHA DATA CLERKUOP - HONEYWELL | City, STATE,
Managed & documented all daily Maintenance & Operations material data log info & issues
Foxboro daily data manager
Plant wide gas outage daily data manager
Tap Root Investigations used with Snap Chart
PowerPoint CBT Presentations for monthly safety meetings
Managed & organized daily SAP data in/output of material for morning safety meetings
Recorded and researched the causes of any downtime before every morning meeting
Managed any recordables
Managed and entered all daily up/downtime
Managed and entered all daily in/output for all material handling
Confirmed truck shipments from the day before against PO along with Super's approval/signatures
Processed freight charges
Created manuals for employment role responsibility positions
Processed the aging report for morning meetings
Researched past due invoices
Daily dictated morning meetings for maintenance and safety departments
Responsible for travel arrangements for incoming/outgoing Contractors/Operators
Performed software training for the operators, employees, contractors.
Created/Revised MSDS's in Lotus Notes
Processed all Plant Invoices by getting signatures before payment
Managed plant and Inventory invoices and issues
Confirmed plant material orders
Daily data input of time-sheet's for all Contractors, maintained any lost time and overtime, overage and expenditures.
Edited all project documentation for grammar and spelling errors, which resulted in error-free paperwork.
Conducted research and gathered key information for future positions.
Fostered operational efficiency and compliance with company policies through effective coordination of office rules.
Provided ease of access and navigation for important data by compiling, organizing and uploading organizational documents to MAS, MICRON, & AS400 database.
Supported staff on special assignments.
Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs using MAS.
01/1997 to 01/2002OWNER AND TEACHERAN ANGELS TOUCH CHILDCARE & PRESCHOOL | City, STATE,
Created instructional plans and educational approaches to enhance student learning.
Created a plan to keep daycare within operating within budget levels, maximizing resource utilization while minimizing costs.
Stayed current on State codes and guidelines to maintain compliant program operations in Louisiana.
Hired and mentor well-qualified job applicants for teaching and support staff roles, boosting program success in only 1 month.
Negotiated agreements between employees to clarify misunderstood directions and resolve conflicts affecting performance.
Received training and certification from Red Cross to represent CPR and all required training.
Returned phone calls and emails to clients within 12-hour period for speedy and effective resolutions to issues and enrollment.
Partnered with a licensed tax agent for payroll supervision and with auditors to prepare quarterly and yearly audits and ensure compliance with governmental tax guidelines.
Investigated and resolved variances in hard copy records to promote record integrity for random audits from State.
01/1992 to 01/2002ENGINEER AIDEEXXON CHEMICAL | City, STATE,
Devised overall strategy for documentation and identified design sets planned for each stage of work.
Conducted research and gathered key information for use in upcoming project planning.
Oversaw workflow and conducted month-end reconciliation of jobs.
Guided project team staff to drive project success.
Provided outstanding service to all parties involved with project, promoting effective and lasting business relationships.
Coordinated meetings
Reviewed documentation to verify conformance with established project criteria.
Collaborated with engineers and architects to resolve issues with non-compliant projects and designs.
Entered data into SAP.
Drafted timetables and work programs.
Offered constructive feedback and contributed ideas at weekly staff meetings.
Trained all department personnel in new update software, procedures and policies.
Education
Expected in 2010 to to Associate of Science | Business ManagementStratford Career Institution, Online, GPA:
Expected in 1990 to to High School Diploma | Plaquemine High School, Plaquemine, LAGPA:
Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.