Financial Advisor Assistant Resume Sample

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Financial Advisor Assistant Resume Sample (Full Text Version)

Fabien Poullain

Email address: hello@kickresume.com

Phone number: 555-555-5555

Profile

Results-driven and detail-oriented Financial Advisor Assistant skilled at analyzing investment opportunities, communicating with potential clients, and completing financial statements. Possessing well-developed analytical skills, strong determination to achieve great results, and extraordinary time management abilities, Fabien is presently looking for a Financial Advisor Assistant job with a modern firm which offers opportunity to grow both personally and professionally.

Work experience

06/2017 - 06/2019, Financial Advisor Assistant, CUSO Financial Services, L.P., Glendale, CA, United States

Provided professional support to multiple Senior Financial Planners and identified and communicated with potential clients.
Researched and analyzed investment opportunities, managed client relationships, and maintained confidential files and records.
Monitored portfolios, completed financial statements, and stayed up-to-date with current laws and regulations to ensure that all policies were followed.
Processed transactions, answered the phone, responded to emails, greeted visiting clients and business partners, and performed other administrative duties as needed.
Awarded Employee of the Month twice for performing great work.

Education

09/2013 - 05/2017, Accounting & Finance, University of Wisconsin-Madison, Madison, WI, United States

GPA: 3.98 (Top 5% of the Program)

The 2016 Academic Excellence Award winner

Clubs and Societies: Business Club, Drama Club, Tennis Club

09/2011 - 05/2013, IB Diploma Program, The Marymount International School, Paris, France

Graduated with Distinction (Grade 1 - A/excellent equivalent in all 6 subjects)

Activities: Economics Society, Football Club, Swimming Society

Skills

Languages

French

English

Chinese

Computer Skills

Microsoft Office

Quicken, Money Tree

Advicent, MetaStock

Quantshare, TC2000

Interpersonal Skills

Accuracy

Analytical Skills

Communication Skills

Critical Thinking

Teamwork

Time Management

Volunteering

09/2011 - 05/2013, Class Treasurer, The Marymount International School, Paris, France

Certificates

03/2019, Certified Financial Planner, CFA Institute

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