Resume Templates: Financial Administrative Assistant


The fast-paced, high stakes world of finance tempts a lot of job seekers, so if you’re looking for a position as a financial administrative assistant, you need to make sure that you have a blue-chip resume at the ready. In order to rise to the top of the applicant pile, your resume must highlight your relevant past experience as well as the personality traits and achievements that your target employer is likely to value.

An independent wealth manager in private practice is going to be looking for different things in an assistant than a large bank or brokerage firm, so you need to tailor your resume to the position you’re after. Regardless of where you hope to work, your resume should showcase your facility with spreadsheet calculations, accounting software, and financial terminology. Finally, think carefully about how to use the summary section to tout your soft skills like efficiency, diligence, and time management.

Check out our financial administrative assistant resume sample for more tips. You’ll be feeling bullish about your job prospects in no time!

Resume Templates: Financial Administrative Assistant

Financial Administrative Assistant Resume Questions

1. What format should your financial administrative assistant resume be in?

Effective resumes generally have five sections: header, professional summary, skills, work history, and education. One primary goal in writing this document is creating an eye-catching resume without confusing an applicant tracking system (software used to filter applications, looking for specific keywords and other requirements).

Keep each section of your personal document concise with impactful content and conservative use of formatting. Ideally, your resume should look great on a computer screen and paper. Refer to our financial administrative assistant resume sample for more insights and information about chronological and functional formats.

2. How many skills should you put on a financial administrative assistant resume?

With a one-page goal in mind, it can be tempting to leave out the skills section, but you may regret that decision. This section, located in the top third of the page, lets you put some of your best qualities right in front of hiring managers’ eyes. It also allows you to include the keywords you need to pass an ATS. As in our financial administrative assistant resume sample, select both hard and soft skills relevant to the job and those for which you have an aptitude. There’s no hard and fast rule about how many skills to include. Remember to focus on keeping your resume to one page and including your most impressive abilities. If you don’t have much work experience, the skills section may be longer to compensate.

3. What technical skills should you put on a financial administrative assistant resume?

The best way to choose skills is to read the job description, pulling out those abilities you’ve developed. For example, if you are fluent in budgeting and forecasting, include those abilities on your document. Other great examples of technical skills to list include familiarity with financial and banking terminologies and software systems.

If you’ve used 10-key, spreadsheets, and switchboard systems, include those abilities. You may have earned recognition for your technical abilities; if so, include those paired with specific numbers to quantify the benefits to your employers. Here’s a good example from the sample: presented idea for cloud implementation, creating over $120,00 in cost savings.

4. How should you present software knowledge on a financial administrative assistant resume?

Use the skills section to list software that appears in the job description. If you are fluent in many software systems, consider creating a separate heading in the section for software. Show your abilities in your work history section by describing software abilities with percentages and dollar amounts. Look through our financial administrative assistant resume sample for examples, including the creation of budgeting spreadsheets and the use of client databases. If you have earned certifications or licensing for software systems, include those in the education section.

5. How do you make a financial administrative assistant resume for a first job?

The first time you seek a job as a financial administrative assistant, you may not have much relevant experience. Instead, focus on your most desirable selling points, including social media skills and transferable skills from school, volunteer work, or other jobs. Use the top third of the page to share impressive achievements and pertinent educational accomplishments. Simplify this process as you create your own personalized document with step-by-step instruction from our resume builder.

Related Links

Show Resume Text

Resume Text

Adam England

100 Broadway Lane

New Parkland, CA 91010

Cell: (555) 987-1234

Professional Summary

Detail-oriented and highly organized Financial Administrative Assistant with over eight years' financial services and community banking experience. Efficient and able to prioritize according to deadlines and immediate client service needs. Proficient in use of major software and cloud applications, including spreadsheets, databases, customer relationship management programs and proprietary financial applications.



  • Client-centric, engaging personality

  • Able to manage stressful workload

  • Multi-tasker with professional demeanor

  • Financial and banking terminologies fluency

  • Skilled in 10-key and spreadsheet calculations

  • Experience in Board Member interactions

  • Prompt, courteous and reliable

  • Team-oriented toward organizational success

  • Knowledgeable in varied switchboard operations


Work Experience

July 2013 to April 2015 Beacon Financial-Sacramento, CA Financial Administrative Assistant

  • Administratively supported three fast-paced financial management executives.

  • Provided timely research assistance and report writing for client development meetings.

  • Managed client databases to ensure consistent, engaging and multi-dimensional provision of stakeholder service.

  • Maintained confidentiality with sensitive client information.

  • Received three Exemplary Service bonuses in 20 months with the organization.

November 2006 to May 2013 Community First Bank-Sacramento, CA Financial Administrative Assistant

  • Managed and completed administrative assignments from CEO, COO and CMO of growing community bank.

  • Worked within the team to create customer base growth by 420% during my 6.5 years with the organization.

  • Created and maintained budgeting spreadsheets for the marketing, operations and Chief Executive departments.

  • Presented idea for CRM cloud implementation and executed the approved program, creating over $120,000 in administrative cost savings in the first two years of company-wide use.

  • Delegated daily work to team of administrative coordinators throughout the system of nine bank locations.



2006 Sacramento Central High School, Sacramento, CA High School Diploma