Broker Assistant Resume Sample

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Broker Assistant Resume Sample (Text version)

Izabela Vrbanic

Email address: hello@kickresume.com
Phone number: 555-555-5551

Profile

Self-driven and hard-working Broker Assistant skilled at assisting financial advisors and stockbrokers in any tasks as required. Experienced finance professional with extensive knowledge of financial markets, CBI Certification, degree from a world-famous university, and ability to remain calm under pressure. Effective communicator offering great analytical skills and excellent time management abilities. Izabela is currently looking for a Broker Assistant position.

Work experience

06/2017 - 05/2019, Broker Assistant, The Engage Partnership, Ltd, London, United Kingdom
  • Supported senior financial advisors and stockbrokers with various tasks as needed, ensuring that all policies and procedures were fully followed.
  • Conducted in-depth financial markets research, processed transactions, communicated with clients, and resolved any clients' problematic issues.
  • Provided beneficial investment advice and financial recommendations to clients, drafted contracts, and scheduled appointments.
  • Maintained office supplies and company databases, greeted visiting clients, managed daily calendars, and pro-actively participated in weekly team meetings with managers.
  • Awarded Employee of the Month for performing great work.

Education

09/2013 - 05/2017, Accounting & Finance, National University of Singapore, Singapore

GPA: 3.98 (Top 10% of the Program)

The Academic Excellence Award winner

Clubs and Societies: Dance Club, Marketing Society, Swimming Club

09/2009 - 05/2013, Gymnasium, High School Viktorovac, Sisak, Croatia

Graduated with Distinction (Grade 1 - A/excellent equivalent in all 4 subjects)

The 2013 Best Graduate Award winner

Activities: Aerobics Society, Business Club, Golf Club

Skills

Languages
Croatian
English
German
Computer Skills
Microsoft Office
Hootsuite, Slack
Xero, QuickBooks
FinancialForce ERP
Interpersonal Skills
Ability to Work under Pressure
Analytical Skills
Communication Skills
Detail-oriented
Good Team Player
Leadership Skills
Time Management

Volunteering

09/2015 - 05/2017, Class Representative, National University of Singapore, Singapore
09/2011 - 05/2013, Class Vice President, High School Viktorovac, Sisak, Croatia

Certificates

04/2019, CBI Certification, International Business Brokers Association
09/2016, Driving Licence

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