Financial Assistant Resume Sample

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Ray Thomson

Financial Assistant

www.equitymall.com
0016821109523
[email protected]

Handling financial maters for an investment bank for the last four years and with a sound record of maintaining excellent work standards. i have working experience of more than 15 years which has made me confident to apply for the position of financial assistant for an established investment company. I am foresighted and organized, due to which I can assist clients in making better choices and offering them ease in all their financial matters. I wish to deliver good service to clients and my customer service diploma can make it easier for me to achieve this goal.

Education

United Business College

MBA (Finance) (August 2002 to March 2004)

A good student.

United Business School

BS (Finance) (September 1998 to May 2002)

A good student.

Monarch High

High School Diploma (February 1996 to June 1998)

Excellent student.
Work Experience

Equity Mall Bank

Financial Associate December 2013 to Present 12 years & 7 months

I am responsible for dealing with different customers and offering them all kinds of help for their investments.
I meet with customers and discuss the various investments for them. The bank's policies are explained and then contracts are designed.
I have been able to increase the number of regular investors and I ensure that the bank handles all kinds of tasks for them to ensure smooth and easy transactions and dealings.

Roman Investments

Finance Associate February 2011 to May 2014 3 years & 4 months

I was responsible for working with the financial researchers to foresee the best market investment venues.
It was my duty to attract customers and find investors to increase the company's clientele.
I also worked at the head office and met with clients to give presentations on investment options.

Freeman Banking

Finance Associate April 2009 to January 2012 2 years & 10 months

I was responsible for assisting with all kinds of financial investment offers made to clients.
I gave presentations along with future prospects of certain investments. I also had to keep a thorough check on the equity investments to suggest all the best investment options to clients.
It was my duty to get investments from clients through the bank and ensure financial growth.

Pacific Bank

Financial Assistant January 2005 to March 2009 4 years & 3 months

I was responsible for greeting customers and helping them with all kinds of financial matters such as band transfers, making drafts or cheque clearance.
I also assisted customers with their bank investments.
I was responsible for answering queries in person and on call.
Achievements

Customer Support

I worked on the customer support cell for all bank clients. It reduced transaction time and also reduced the rush hour delays at the branch. Branch clientele increased by 8% during that year.

Documentation

Worked on a specific document verification program to allow clients to feel secure and safe with bank transactions and financial investments.
Professional Skills
  • Quick Thinker
  • Verification of Documents
  • Assessment of Assets
  • Communication
  • Future Strategies
  • Data Analysis
  • Team Leader
  • Documentation
  • Accounting
  • Financial Decision Making
  • Customer Relations
  • Understanding of Market
Langauges

English (US)

Native or Bilingual Proficiency
Personal Info

Home Address

49 Featherstone Street London EC1Y 8SY, United Kingdom

Relocation

Yes

Driving License

Yes

Gender

Male

Freelance Available

Yes

Date of Birth

1980/09/21

Marital Status

Married

Nationality

United States
Activities & Interests
Meet People
Ski
Pool
Taking Bath
Cycling
Gardening
Personal Skills

Devoted

Communicative

Initiator

Knowledgeable

Proactive

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