Financial Associate Resume Example

Experienced Financial Services Associate who has excellent organizational and customer service skills. Adept at creating financial spreadsheets for presentations to clients discussing company literature with clients and assisting financial planners in creating daily schedules. Specializes in small financial planning firms and small investment companies. Core Qualifications * Very strong understanding of the financial planning industry * Excellent sale and marketing skills * Strong communication and presentation skills * Adept at doing initial presentations to customers * Strong administrative skills * Reliable employee who rarely misses a day of work In addition, I am a member of a committee within Fidelity Investment which tracks and monitors employees' usage of our company portal. The employees will be informed about the latest corporate news from the Corporate Headquarters as well as possible employment opportunities. This is known as ICAP; however, I am with ASPIRE, which is the networking group for African American, and Latino employees of Fidelity. We work with the schools in Durham, North Carolina from Elementary to High School. We also send recruiters to interview potential College Graduates for Internships or even Full Time Employment with full benefits. We meet with other networking groups such as Pride, Military Veterans and Women in IT. An experienced and professional financial service associate aiming for a similar position in the area of an investment banking sector to help clients choose investment and insurance policies by utilizing my fiscal and sales skills and accounting knowledge.

accounting, administrative duties, administrative support, ATM, banking, bonds, call center, Catheterization, closing, communication skills, Consulting, credit, client, clients, customer service, database, delivery, Senior Management, Financial, government, insurance, notes, managing, Excel, Exchange, Microsoft Office, Outlook, PowerPoint, Microsoft Windows, Word, policies, problem solving skills, problem-solving skills, public relations, research, Retail, sales, tax, telephone, phone, Treasury, written