Financial Advisor Assistant Cover Letter Sample

Dear Head of Human Resources,

As a Financial Advisor Assistant with 2 years of experience in providing administrative and operational support to financial advisors in a fast-paced financial planning office, I apply with enthusiasm for this opportunity.

I am currently a Financial Advisor Assistant at CUSO Financial Services, L.P., where I support 11 Senior Financial Planners. Mirroring the requirements of your role, I:

• Assist with daily activities (e.g. calendars, correspondence, customer service)
• Prepare and review new account paperwork (~75 per week)
• Facilitate and resolve client service requests (~100 per week)

In addition to my experience, I hold a Bachelor of Accounting & Finance from the University of Delaware, where I was among the top 2% of students and heavily involved in activities such as the FinTech Society and TEDx Club. I also have Series 65 Registration. As well as fluent English and Spanish, I am familiar with all required software (Quicken, MetaStock, TC2000).

I have loved every minute of my time at CUSO. As I recently moved to the other side of town, I am now seeking a stimulating opportunity closer to my new home.

Please find attached my resume for your consideration. Thank you very much for your time. I look forward to hearing from you regarding next steps.

Yours faithfully,

Fabien Poullain