SEARCH

Financial Services Trainee Resume Example

Resume Score: 80%

Love this resume?Build Your Own Now
FINANCIAL SERVICES TRAINEE
Summary

Hardworking and reliable future employee with strong ability in numbers and logic. Offering integrity, capable employee and punctuality. Highly organized, proactive and punctual with team-oriented mentality.

Skills
  • Records administration
  • Accounting standards understanding
  • Financial advising
  • Portfolio performance reporting
  • Project management
  • Money handling
  • Quality control
  • Understanding tax law
Experience
Financial Services Trainee | 07/2020 to 09/2020Company Name - City, State
  • Updated client portfolio values, returns and risk statistics.
  • Participated in compliance recordkeeping and marketing activities.
  • Profiled and analyzed investment products to devise financial strategies meeting client financial needs and to forecast opportunities with highest return on investments.
  • Articulated value of various financial products, including stocks, bonds, mutual funds, and insurance policies; educated clients on benefits of individual products.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
Case Management Specialist | 02/2020 to 08/2020Company Name - City, State
  • Participated in case conferences with multi-disciplinary team to discuss client care planning and progression.
  • Facilitated ongoing case management services to support successful outcomes and meet stabilization goals.
  • Developed comprehensive client-driven case plan with short and long-term goals.
  • Identified strengths and opportunities for staff improvement based on audit results.
  • Performed audits of objectives and case progression for case management team.
  • Determined functional status, activity, acuity and self-management levels to make proper care referrals.
  • Protected patient data in alignment with HIPAA privacy protocols.
  • Cooperated with local service providers, outreach workers, case managers and collaborative agencies to facilitate services for members.
  • Managed multiple program budgets and approved purchases for staff.
  • Conducted assessments to obtain information for participant-centered plan of care.
  • Constructed case notes and comprehensive reports, including data entry into Hermes portal.
  • Used facility EMR system to update patient records, transmit prescriptions and transfer files.
  • Delivered quality patient care from admission to discharge through direct supervision of all nursing and ancillary staff.
  • Coordinated care with physicians and other clinical staff to prepare for treatment, carry out interventions and enhance continuum of care to deliver comprehensive services.
  • Reached out to patients to convey lab results and provide care instructions.
  • Helped patients and families feel comfortable during challenging and stressful situations, promoting recovery and reducing compliance issues.
  • Executed appropriate steps for patient treatment following careful review of physician medical regimen.
  • Communicated with primary care physicians or emergency care providers to relay patient needs.
  • Developed and adapted individualized treatment plans according to patient recovery goals.
  • Administered oral, intramuscular and IV medications to patients and monitored responses.
  • Delivered information regarding care and medications to patients and caregivers in comprehendible terminology.
  • Delivered quality care and comfort to patients with heart failure, pulmonary hypertension, pulmonary embolisms and end-stage renal disease.
  • Administered scheduled medications and therapies intravenously, rectally, orally, subcutaneously and via intramuscular injections while overseeing pain management plans.
  • Utilized computerized Resource and Patient Management System (RPMS) and Electronic Health Record (EHR) system.
  • Observed strict safety measures, including checking medication dosages before administration to patients.
  • Answered patient questions and provided take-home materials for further information.
Waitress | 01/2019 to 06/2019Company Name - City, State
  • Communicated with event coordinators to verify appropriate and adequate accommodations for larger parties.
  • Educated guests on daily specials and appetizers, entrees, desserts and other menu items.
  • Assisted kitchen staff with food counts by determining number of items required for complete service.
  • Minimized customer wait times by efficiently taking and filling large volume of orders each day.
  • Answered phone inquiries to schedule and confirm reservations, record takeout orders and respond to service questions.
  • Served plated dinners, buffet-style dinners and passed hors d'oeuvres for parties.
  • Stocked server areas with supplies before, during and after shifts to boost performance of serving staff.
  • Arranged place settings with fresh tablecloths, tableware and flowers to beautify table.
  • Prepared salads, appetizers and set up garnish stations to assist kitchen staff.
  • Greeted customers, answered questions and recommended specials, wine and desserts to increase profits.
  • Increased sales of high margin menu items through effective upselling.
  • Communicated with kitchen staff frequently to stay up-to-date on supply availability and potential customer wait times.
  • Addressed concerns or complaints quickly to improve service and escalated more advanced issues to management for resolution.
  • Updated repeat customers on menu changes and new food and beverage offerings to maintain quality service relationships.
  • Maintained accuracy while handling payments, giving change and printing receipts to customers.
  • Checked on guests to verify satisfaction with meals and suggested additional items to increase restaurant sales.
  • Applied safe food handling and optimal cleaning strategies to protect customers from foodborne illness and maintain proper sanitation.
Certified Crew Trainer | 06/2018 to 06/2019Company Name - City, State
  • Collaborated with trainees to bolster understanding of project management, safety and inventory waste to meet pre-established business thresholds for operation.
  • Documented needs for performance improvement, safety and customer service to optimize operations.
  • Developed and implemented strategies to enhance team performance, improve processes and increase efficiency.
  • Instructed new team members on correct procedures for all areas of operations.
  • Trained workers in food preparation, money handling and cleaning roles to facilitate restaurant operations.
  • Stayed up to date on requirements of all team positions to optimize training.
  • Lent hands-on training services to maximize employee efficiency.
  • Reduced process lags and effectively trained team members on best practices and protocol.
  • Cross-trained on [Type] devices and continued training end users in new applications.
Education and Training
Central Piedmont Community College - - City,State | | Associate of ScienceBusiness Economics, Expected in 05/2022
Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

School Attended

  • Central Piedmont Community College

Job Titles Held:

  • Financial Services Trainee
  • Case Management Specialist
  • Waitress
  • Certified Crew Trainer

Degrees

  • Central Piedmont Community College - City , State | Associate of Science

Similar Resumes

View All
Financial-Services-Trainee-resume-sample

Financial Services Trainee

Omaha, Nebraska