Efficient Financial Assistant who is able to help manage customer meetings in the office or in the field. Adept at utilizing company marketing materials, maintaining hard copy files and offering guidance to customers with questions. Specializes in consumer and small business financial services.
Excellent understanding of the financial industry
Very strong computer software skills
Extremely organized and responsible employee
Willing to work in the office or on the road
Extensive trade show and seminar experience
Dedicated to enhancing the customer's experience
September 2009 to February 2015 Ashton Associates – New Parkland, CA Financial Assistant
Maintained appointment schedule for all advisors in hard copy and online.
Responsible for making sure that there was always plenty of marketing materials to give clients.
Answered client phone calls and emails regarding appointments and other information.
November 2003 to September 2009 Gwen Company – New Parkland, CA Financial Assistant
Part of a small team that was designated to represent the firm at major trade shows throughout the year.
Developed a tracking spreadsheet that helped associates to see the assets of each client.
Assisted in making follow-up appointment calls to clients who had to come back for more appointments.
June 1994 to November 2003 Greyco Financial Advisors – New Parkland, CA Financial Assistant
Assisted in developing marketing materials for several retirement programs offered by the firm.
Updated the associates on any financial news with a summary report each morning.
1994 Pittsford Community College, New Parkland, CA Associate's Degree, Finance