Jerald Kotter 100 Broadway Lane New Parkland, CA, 91010 Cell: (555) 987-1234 firstname.lastname@example.org
Ambitious Financial Advisor Assistant who understands the competitive nature of the financial advisor industry. Adept at maintaining an accurate appointment log, keeping updated marketing materials on hand and utilizing social media to find clients. Specializes in small and family practices.
Extremely personable to every client
Has developed very strong networking skills
Able to enhance a client presentation in any way for the financial advisor
Can handle more than on financial advisor workflow at a time
Dedicated employee who enjoys the business
Fascinated with the financial industry and constantly learning about it
November 2012 to February 2015 Grafton Associates – New Parkland, CA Financial Advisor Assistant
Expected to maintain updated calendars for three advisors that were synced to their mobile computing devices.
Constantly updating and enhancing the marketing materials given to customers.
Looked at each incoming customer call as a chance to add to the firm’s customer base.
August 2006 to November 2012 Gilmour And Sons – New Parkland, CA Financial Advisor Assistant
Acted as the gateway for all incoming correspondence for four advisors.
Sat in meetings with the advisors and learned a great deal about the financial world.
Greeted clients as they entered the firm and made sure clients were comfortable in the waiting room.
June 2000 to August 2006 Vecchio Associates – New Parkland, CA Financial Advisor Assistant
Constantly worked to update schedules for two advisors and printed up a hard copy schedule each Monday morning.
Responded to client requests for information by emailing out information or sending it standard mail.
2000 Bridge Community College, New Parkland, CA Associate’s Degree, Finance
Customer Service: 855.213.0348 Mon-Fri 8AM-8PM CST, Sat 8AM-5PM CST, Sun 10AM-6PM CST