Financial Advisor Assistant Cover Letter Sample

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Financial Advisor Assistant Cover Letter Sample (Full Text Version)

Fabien Poullain

YERZY Financial Group, Ltd.
New York City, NY, United States
Application for the Position of Financial Advisor Assistant

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

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