Financial Advisor Assistant Resume Example
Have creative and innovative marketing strategies. Skilled at analyzing market trends and customer needs to develop highly-effective and targeted marketing campaigns.
Accounting and finance Global marketing | Problem solving Microsoft Office Suite expert |
- 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.
- 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.
- 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.
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.
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Resume Overview
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
