Broker Assistant Resume Sample

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

Feb. 29, 2024

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Broker Assistant Resume Sample (Full 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

Milan Šaržík, CPRW

Certified Professional Résumé Writer

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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