100 Broadway Lane New Parkland, CA, 91010 Cell: (555) 987-1234 firstname.lastname@example.org
Dedicated Investment Assistant familiar with providing a high level of service in private client direct business. Has experience in private wealth management, concentrating on trust, banking, investment needs and goals. Can grow revenue and improve client financial positions using transparent and innovative practices, building relationships and enhancing company reputation.
Private wealth management
Investigation and resolution
Client profiling and identification
Design of sales activities
March 2007 to Present Amble JCMorgan, New Cityland, CA Investment Assistant
Assist Investment Advisors in client generation and sale activities.
Point of contact for clients, handling transactions, and responding to and resolving service issues.
Write and/or edit and update material for quarterly performance reports.
Collect, reconcile and enter data into bond and equity portfolio.
Investigate opportunities for building principal relationships.
Prepare materials for monthly account review with senior management.
March 2002 to February 2007 Masterson Financial Consultants , New Cityland, CA Investment Assistant
Managed paperwork for client transactions from start to finish.
Reviewed ACT database regularly to verify financial activity and update client information.
Kept daily tickets of client and account issues, submitting them to R&D for review of processes.
2002 University of California, New Cityland, CA Associates Degree, Finance