financial services admistrator resume example with 16+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

  • Self-Motivated
  • Problem-Solving
  • Leadership
  • Analytical and Critical Thinking
  • Ambitious, outgoing and dependable
  • Computer skills
  • Communication skills
  • Troubleshooting
  • Attention to Detail
  • Teambuilding
  • Project Management
  • Strategic planning
University of Houston-Victoria Victoria, TX, Expected in Bachelor Of Business Administration : Business Management - GPA :

National Dean's List Honors

Work History
Rehmann - Financial Services Admistrator
Jupiter, FL, 05/2007 - Current
  • Currently licensed with Texas state insurance for Life, Health, and property casualty coverages.
  • Assisted clients in assessing both commercial and personal insurance and investment solutions.
  • Experienced working with third party Administrators on both in house and self insured corporate health programs.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Worked with clients to develop insurance strategies for both business and personal needs. Including life, heath insurance programs, and property and casualty coverages.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Educated and worked with clients on ROI terms to find accurate solutions.
  • Boosted financial service sales by using cross-selling techniques.
  • Presented financial plans to clients based on analysis of financial status and goals.
  • Conducted portfolio reviews and met with clients to discuss performance.
  • Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Met with members to understand goals and recommend solutions to fit specific needs.
  • Boosted brand awareness with target customer demographics with social, print and email campaigns.
  • Organized contacts and orchestrated innovative marketing campaigns to boost awareness, engagement and sales.
  • Planned trade shows and vendor fairs for clients and partners to attend.
Formosa Plastics Corporation - DCS Operator / Lead Field Operator
City, STATE, 03/2012 - Current
  • Cold Side DCS Boardman running a 2.1 billion barrel ethylene production unit.
  • Shift inventory planning. Responsible for imports and exports balances of ethylene, propylene, and C4 mix to maintain Point Comfort Olefins, and Poly Olefins units. Utilizing pipeline, barge, and tank farm systems
  • Member of Frac II pre commission.
  • Experience in , turnaround, and project expansion. Operations 2021 olefins 2 API turnaround. field operator in 2017 olefins turnaround part of olefins 3 project expansion tie in. Part of Olefins 2 C2 product pump relocation project.
  • Experienced in complete system lockout’s as well as separate equipment lockouts
  • Responsible for maintaining product specifications of the unit. Able to understand gc/instantaneous analyzer readings as well as point of origin sampling both grab and bomb sampling
  • Familiar with both ISO 14000 and 9000
  • Familiar with EPA and TECQ standard
  • PLC Triconex trained
  • DOT certified operator
  • Trained multiple operators to certifications in plant areas
  • Involved in critical sop reviews and moc implementation
  • Part of Formosa class shadow program and candidate evaluation
  • Safety background through years’ experience in the Industry
  • Lead monthly safety meetings
  • Work close with instrumentation and mechanical to optimize our pipelines and facilities while ensuring accurate production and measurement is maintained
  • Exceeded goals through effective task prioritization and great work ethic.
  • Led projects and analyzed data to identify opportunities for improvement.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Worked flexible hours; night, weekend, and holiday shifts.
  • Worked closely with contractors to maintain optimum levels of communication to effectively and efficiently complete projects.
  • Improved operations through consistent hard work and dedication.
  • Created plans and communicated deadlines to ensure projects were completed on time.
  • Monitored company inventory to keep stock levels and databases updated.
Edward Jones - Financial Advisor
City, STATE, 06/2006 - 05/2007
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Performed due diligence and valuation processes.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Expanded customer base through community outreach and strategic business partnerships.
  • Guided clients through compiling important financial histories and documentation for evaluation.
  • Kept client financial plans optimized for current market trends and economic conditions.

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Resume Overview

School Attended

  • University of Houston-Victoria

Job Titles Held:

  • Financial Services Admistrator
  • DCS Operator / Lead Field Operator
  • Financial Advisor


  • Bachelor Of Business Administration

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