Show Resume Text
Jerald Kotter 123 Fake Street City, State, Zip Code Cell: 000-000-0000 email@email.com
Summary
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.Highlights
- 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
Work Experience
November 2012 to February 2015 Company Name – City, State 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.
- 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.
- 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.
Education
2000 Bridge Community College, City, State Associate’s Degree, FinanceMore Resume Examples for the Next Step in Your Finance Resume Career
- Accounts Officer Resume
- Analyst Resume
- Asset Management Analyst Resume
- Asset Protection Analyst Resume
- Assistant Resume
- Bank Branch Manager Trainee Resume
- Branch Manager Resume
- Budget Analyst Resume
- Business Analyst Resume
- Chamber Of Commerce Director Resume
- Commodity Trader Resume
- Controller Resume
- Corporate Analyst Resume
- Credit Manager Resume
- Equity Research Analyst Resume
- Executive Resume
- Financial Analyst Resume
- Forex Trader Resume
- International Director Resume
- Know Your Customer Analyst Resume
- Personal Banker Resume
- Project Analyst Resume
- Reporting Analyst Resume
- Service Representative Resume
- Strategic Planning Analyst Resume
- Tax Consultant Resume
- Tax Preparer Resume
- Treasurer Resume
- Venture Capital Analyst Resume
More Cover letter Examples for the Next Step in Your Finance Cover letter Career
- Controller Cover Letter
- Financial Advisor Cover Letter
- Financial Analyst Cover Letter
- Manager Cover Letter
- Personal Banker Cover Letter
- Tax Preparer Cover Letter
More Cv Examples for the Next Step in Your Finance Cv Career
- Advisor CV
- Bank Branch Manager CV
- Board Director CV
- Consultant CV
- Cost Controller CV
- Credit Manager CV
- Credit Risk Analyst CV
- Equity Research Analyst CV
- Estimation Engineer CV
- Forex Trader CV
- Fund Manager CV
- Investment Banker CV
- Project Assistant CV
- Tax Consultant CV
- Tax Manager CV
- Treasury Accountant CV
- Treasury Manager CV