A Financial Planning Assistant provides support to the financial planner and makes an analysis of potential plans for clients and provides customer assistance. Other daily accountabilities are listed on the Financial Planning Assistant Resume as – performing administrative duties, scheduling meetings; setting up client files and adding client data to the financial planning software, preparing portfolio reports, preparing product comparison reports, preparing insurance premium estimates and quotes, preparing application forms, and submitting application forms and following up applications, and insurance underwriting.
Required skills include the following – familiarity with data warehouse extraction and budget platforms, proficiency with MS Office products, the ability to multitask and meet new challenges, strong interpersonal skills, the ability to build and deepen client relationships, and high ethical standards. A degree is commonly required for this role.
Objective : Dedicated and focused office manager who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role of increased responsibility and authority. Highlights Microsoft Office proficiency Meticulous attention to detail Strong interpersonal skills Results-oriented Meeting planning Self-directed Report development Time management.
Prepared financial plans: gather and analyze client financial data.
Calculated investment options based on individual long or short-term life goals.
Collaborated with Financial Advisor to develop investment options.
Analyzed client spending; create budgetary plan as needed for clients whom have more liabilities than assets in order to meet goals.
Summarized review letters from client meetings.
Contacted clients that have outstanding fees and handle cash reconciliation.
Updated and maintained client service system as needed.
Experience
2-5 Years
Level
Executive
Education
BBA In Finance
Financial Planning Assistant Resume
Headline : To obtain a Financial Planning Assistant position that enables me to grow as a financial professional and provide services to clients by assisting them in achieving their financial goals.
Executed reviews of financial markets to identify investment opportunities for client portfolios.
Created spreadsheets to analyze financial data.
Assisted with sales seminars to bring in new clients.
Responsible for upgrades in technology and implemented new software products.
Coordinated meetings with clients and developed meeting minutes for tracking purposes.
Enhanced communication with clients by issuing month email newsletters and conducting weekly conference calls.
Established investment strategies for clients by using financial software tools.
Experience
5-7 Years
Level
Executive
Education
Diploma
Financial Planning Assistant Resume
Summary : Enthusiastic and dedicated professional with experience in accounting, finance and administration with high integrity, a strong work ethic and excellent organizational skills.
Skills : Microsoft Office, Expert Writing And Editing.
Description :
Assisted with comprehensive financial planning and asset management for over 150 client families.
Scheduled appointments, worked with client calls, estate, tax planning and other business professionals.
Monitored, rebalanced the investment portfolios and sat in on the review meetings with the clients.
Created a comprehensive spreadsheet to present to the clients in their reviews.
Composed correspondence, authored a monthly newsletter and created marketing pieces.
Coordinated client events where we often hosted up to 200 clients.
Coordinated travel arrangements.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Science
Financial Planning Assistant Resume
Summary : Highly qualified Financial Planning Assistant with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.
Managed and assisted client's Advisor in the Financial and Insurance areas to achieve relationships with existing and new clients.
Performed general administrative and support functions including maintaining and reviewing client's files, preparing paperwork, running reports, answering phones, scheduling appointments, copying materials, faxing, scanning and preparing documentation for mailing to clients.
Corresponded with clients to complete new accounts, asset transfers and other forms on behalf of Financial Advisor.
Handled routine matter for client accounts including processing name and address changes, account application and bank authorizations, answering client inquiries via telephone, e-mail and /or during office appointments.
Researched and resolve client service problems as needed.
Verified and examined Life and Annuity applications for agents, complete missing information; file and maintain records, submit and follow up applications in order to closing business.
Compiled and prepared Asset Allocations and Financial Plans for clients.
Experience
7-10 Years
Level
Management
Education
Certificate In Business Management
Financial Planning Assistant Resume
Objective : As a Financial Planning Assistant looking forward to apply all the acknowledge acquired during my sales experiences in a company where my skills can make the difference, thus reach my goals and take my career further.
Skills : Matlab, C++, Maple, Access, Excel, Powerpoint, fluent in Mandarin and Cantonese.
Description :
Managed and controlled Databases in Advanced Microsoft Excel.
Assisted in management of financial indicators.
Scheduled Project Managers.
Assisted Project Managers in their cash flows.
Assisted with the consolidation of the company cash flows.
Conducted presentations to the Board of Directors.
Managed and organized client accounts for annual reviews, ex. marketing brochures, fund performance Ensured licensing and registration requirements are complete for client presentation and new business Created projects/forms to improve overall workflow
Experience
2-5 Years
Level
Executive
Education
GED
Financial Planning Assistant Resume
Objective : Accurate and detailed Financial Analyst with supervision, planning, budgeting and pricing expertise. Analyzes market, customer and competitive changes and strategizes with Sales Teams and other Finance peers. Willing to learn new skills, take on challenges, and complete any education or certifications necessary for career growth.
Skills : Excel, Word, Powerpoint, Oracle.
Description :
Developed, wrote, and delivered 150+ financial plans in a very successful financial planning practice.
Responsible for the research and selection of mutual fund list used to build client portfolios.
Provided recommendations for client portfolios.
Responsible for making trades in clients' accounts.
Analyzed, maintained and updated comprehensive financial plans for 100+ clients.
Improved the firm's excel based financial planning reports by making them more accurate and client friendly.
Multitasked the responsibilities of the Operations Coordinator in addition to my own for 3+ months.
Experience
2-5 Years
Level
Executive
Education
MS
Financial Planning Assistant Resume
Objective : To become employed with a corporation that will afford me the opportunity to gain experience and useful knowledge with respect to business management and corporate dynamics.
Skills : Client Services, Financial Services, Account Management, Time Management.
Description :
Scheduled appointments and update appointment calendars.
Filed and maintained records.
Created forms in accordance with company procedures.
Made copies of correspondence or other printed material.
Transmited information or documents to clients, using computer, mail or fax machine Special Skills Computer skills: MS Word, Excel, PowerPoint ServSafe Certification.
Responsible for entering all client data received, verifying completion of all forms per the Securities Exchange protocol, the Financial Planners recommendations and the clients' acceptance.
Responsible for putting together the client portfolio for presentation.
Experience
2-5 Years
Level
Executive
Education
Business Administration
Financial Planning Assistant Resume
Headline : To obtain the position of Financial Planning Assistant with the Department of Veterans Affairs where I can apply my education, ten years of medical experience, and seventeen years of management experience to provide clients with a high-quality experience from their first call into the Department.
Skills : Bloomberg, Microsoft Office Suite: Word, PowerPoint, Excel, Outlook, Access, Windows & Mac OS.
Description :
Set-up and maintained investment accounts and documentation.
Responded to investor inquiries.
Researched and analyzed various investment reports and products: stocks, bonds, mutual funds, annuities, managed accounts.
Prepared and executed marketing strategies and seminars.
Assisted in buying and selling investments, and preparing investment proposals.
Verified all cash received by my Personal Certified Financial Planner to release to accountant for deposit.
Scheduled and verified all appointments daily.
Experience
5-7 Years
Level
Executive
Education
BA In Sociology
Financial Planning Assistant Resume
Objective : Financial Planning Assistant professional with 3+ years experience. Proven track record creating, analyzing, and monitoring high net worth comprehensive financial plans. Thorough knowledge of brokerage and insurance products, as well as financial planning strategies. Highly proficient in Microsoft Word, Excel, Powerpoint, and various financial planning software. Financial & Data Analysis Organized Detail Oriented Accurate Written Verbal Communications Report Creation Review Data Collection Management.
Skills : Microsoft Office, Financial Analysis, Attention To Detail, Report Preparation.
Description :
Supported financial planners by scheduling meetings, collecting data, meeting with clients, dictation, and filing information.
Researched investments and insurance options for clients.
Supported wealth advisor Managed calendar and contacts, including scheduling, coordinating meetings through invitations, confirmations, customer .
Ran financial models forecasting future trends in client spending and saving, investment return rates, and stock prices.
Created new models given client needs.
Experience
2-5 Years
Level
Executive
Education
CFP Coursework
Financial Planning Assistant Resume
Objective : To obtain an upper level Financial Planning Assistant position in the Hospitality Industry to further enhance my understanding and appreciation of this field. I also wish to provide benefit to those I work with and those we serve.
Skills : MS Office, Adobe Photoshop.
Description :
Created and conducted seminars.
Conducted software training classes.
Provided administrative and business support to Advisors.
Maintained Advisor's calendar - planned and scheduled meetings.
Responsible for phones, paperwork, follow up, filing and customer service.
Used Lotus Notes, Jazz, Outlook, Excel, Word.
Supported four wealth advisors Managed calendar and contacts, including scheduling, coordinating meetings through invitations, confirmations.
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