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Financial Advisor Assistant Resume Example

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FINANCIAL ADVISOR ASSISTANT
Summary

Have creative and innovative marketing strategies. Skilled at analyzing market trends and customer needs to develop highly-effective and targeted marketing campaigns.

Highlights

Accounting and finance

Global marketing


Problem solving

Microsoft Office Suite expert


Experience
August 2014
to
Current
AXA Advisor, LLCDallas, TXFinancial Advisor Assistant
  • Observe interviewing and sales techniques.
  • Assist in preparing presentations to clients and prospective clients, under supervision of financial professionals.
  • Organize and coordinate targeted marketing programs, financial planning seminars and client appreciation events.
October 2011
to
June 2012
United States-China Business Council(USCBC)Beijing, ChinaDirector and Chief Representative Assistant
  • wrote concise timely summaries and provided detailed background research.
  • Coordinated interviews and conducted economic, legal, market, and statistic research.
  • Translated legal document, and drafted policy updates and industry overviews from English and Chinese sources.
July 2011
to
September 2011
China Beijing Equity Exchange CBEXDallas, TXProject Assistant
  • Participated in the M&A project works and help to conduct the project introduction meetings.
  • Massive reception and communication works with clients, great boost to interpersonal skills.
Campus Activities

FACSS Membership, (Fellowship Association of Chinese Student and Scholars) Department of activity 09/2012-----08/2014 Dallas, TX

  • Responsible for room reservation and communication with student union office
  • Gained the experience of planning, organizing, and hosting all kinds of activities in campus such as sport meeting, New Year Ceremony and so on.
  • Volunteer work in Andrews Elementary School of Plano.
Education
2015
University of Texas at DallasDallas, TX, United statesMPA. Master of Public Administration: public affairs
2014
University of Texas at DallasDallas, TX, United StatesMSF. Master of Finance: Finance
2011
University of International Business and EconomicsBeijing, ChinaB.A: International Affairs
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Resume Overview

Companies Worked For:

  • AXA Advisor, LLC
  • United States-China Business Council(USCBC)
  • China Beijing Equity Exchange CBEX

School Attended

  • University of Texas at Dallas
  • University of International Business and Economics

Job Titles Held:

  • Financial Advisor Assistant
  • Director and Chief Representative Assistant
  • Project Assistant

Degrees

  • MPA. Master of Public Administration : public affairs
    MSF. Master of Finance : Finance
    B.A : International Affairs

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